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 | $14,975,918 | +3.4% | 724,524 | +2.9% | 0.23% | +6.0% |
| Q2 2023 | $14,486,391 | +7.0% | 704,248 | +7.1% | 0.22% | 0.0% |
| Q1 2023 | $13,536,491 | +9.8% | 657,430 | +9.3% | 0.22% | +3.3% |
| Q4 2022 | $12,324,819 | +17.5% | 601,648 | +17.0% | 0.21% | +7.1% |
| Q3 2022 | $10,487,000 | +67.5% | 514,320 | +70.4% | 0.20% | +70.4% |
| Q2 2022 | $6,261,000 | +3457.4% | 301,885 | +3521.5% | 0.12% | +3733.3% |
| Q1 2022 | $176,000 | -47.0% | 8,336 | -45.2% | 0.00% | -40.0% |
| Q4 2021 | $332,000 | -15.9% | 15,215 | -14.9% | 0.01% | -28.6% |
| Q3 2021 | $395,000 | -40.5% | 17,870 | -40.3% | 0.01% | -36.4% |
| Q2 2021 | $664,000 | -99.9% | 29,912 | -45.9% | 0.01% | 0.0% |
| Q1 2021 | $1,226,400,000 | +226591.3% | 55,318 | +129.1% | 0.01% | -8.3% |
| Q4 2020 | $541,000 | +481.7% | 24,145 | +474.7% | 0.01% | +500.0% |
| Q3 2020 | $93,000 | 0.0% | 4,201 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $93,000 | – | 4,201 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 781,891 | $16,099,131 | 16.11% |
| Lido Advisors, LLC | 47,049,884 | $968,757,109 | 9.42% |
| Ironwood Wealth Management, LLC. | 1,110,615 | $22,867,573 | 9.03% |
| Kaye Capital Management | 840,484 | $17,305,570 | 8.82% |
| Astor Investment Management LLC | 1,090,335 | $22,450 | 7.25% |
| Virginia National Bank | 80,622 | $1,660,006 | 5.84% |
| Transparent Wealth Partners LLC | 382,430 | $7,874,224 | 5.76% |
| Treasure Coast Financial Planning | 366,907 | $7,554,605 | 5.28% |
| IMA Wealth, Inc. | 989,374 | $20,371,216 | 5.25% |
| Sound Stewardship, LLC | 332,970 | $6,855,856 | 4.61% |