INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,181,069 | -37.0% | 105,519 | -37.3% | 0.01% | -38.1% |
| Q2 2023 | $3,461,701 | -82.2% | 168,289 | -82.2% | 0.02% | -83.2% |
| Q1 2023 | $19,439,025 | +5.9% | 944,100 | +5.4% | 0.12% | -6.0% |
| Q4 2022 | $18,353,338 | +2.6% | 895,936 | +2.1% | 0.13% | -6.3% |
| Q3 2022 | $17,884,000 | -2.2% | 877,091 | -0.6% | 0.14% | -2.7% |
| Q2 2022 | $18,292,000 | +67.7% | 881,980 | +70.4% | 0.15% | +94.7% |
| Q1 2022 | $10,907,000 | +4262.8% | 517,662 | +4492.5% | 0.08% | +1775.0% |
| Q3 2020 | $250,000 | -27.3% | 11,272 | -27.7% | 0.00% | -20.0% |
| Q2 2020 | $344,000 | -38.4% | 15,592 | -42.3% | 0.01% | -61.5% |
| Q1 2020 | $558,000 | -12.0% | 27,026 | -8.5% | 0.01% | -7.1% |
| Q4 2019 | $634,000 | +33.2% | 29,541 | +33.0% | 0.01% | 0.0% |
| Q3 2019 | $476,000 | +130.0% | 22,216 | +128.5% | 0.01% | +133.3% |
| Q2 2019 | $207,000 | – | 9,721 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 727,516 | $15,037,762 | 17.30% |
| Kaye Capital Management | 1,199,105 | $24,785,507 | 11.36% |
| Lido Advisors, LLC | 55,735,214 | $1,152,046,870 | 8.77% |
| Virginia National Bank | 70,111 | $1,449,194 | 6.61% |
| Treasure Coast Financial Planning | 368,870 | $7,624,533 | 5.29% |
| TruWealth Advisors, LLC | 2,901,680 | $59,977,719 | 5.16% |
| Sound Stewardship, LLC | 335,355 | $6,931,786 | 4.66% |
| Camelot Portfolios, LLC | 234,542 | $4,847,989 | 4.63% |
| KICKSTAND VENTURES, LLC. | 680,300 | $14,061,810 | 4.36% |
| S.E.E.D. Planning Group LLC | 501,465 | $10,365,282 | 4.00% |