Strategic Family Wealth Counselors, L.L.C. - INVESCO EXCH TRD SLF IDX FD ownership

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INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 12 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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Quarter-by-quarter ownership
Strategic Family Wealth Counselors, L.L.C. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$4,101,753
+0.9%
198,440
+0.4%
1.97%
+5.5%
Q2 2023$4,065,972
+0.3%
197,665
+0.4%
1.87%
-2.7%
Q1 2023$4,053,834
+11.6%
196,884
+11.0%
1.92%
+6.6%
Q4 2022$3,632,611
-6.6%
177,329
-7.0%
1.80%
-5.7%
Q3 2022$3,889,000
-0.2%
190,721
+1.5%
1.91%
+2.1%
Q2 2022$3,897,000
-1.0%
187,907
+0.5%
1.87%
+17.8%
Q1 2022$3,938,000
+13.7%
186,922
+17.8%
1.59%
+42.8%
Q4 2021$3,464,000
+235.3%
158,665
+239.5%
1.11%
+214.7%
Q3 2021$1,033,000
-0.4%
46,7300.0%0.35%
+4.1%
Q2 2021$1,037,000
+5.6%
46,730
+5.5%
0.34%
-8.4%
Q1 2021$982,000
+15.5%
44,284
+16.7%
0.37%
-15.5%
Q4 2020$850,000
+7.5%
37,942
+6.4%
0.44%
-1.4%
Q3 2020$791,000
+8.2%
35,660
+7.5%
0.44%
-3.5%
Q2 2020$731,000
+81.4%
33,185
+70.1%
0.46%
+52.8%
Q1 2020$403,000–19,510–0.30%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2023
NameSharesValueWeighting ↓
Oakhurst Advisors,LLC 406,209$8,321,23239.06%
Waycross Investment Management Co 784,222$16,064,86616.22%
Lido Advisors, LLC 45,901,460$940,296,01711.47%
Ironwood Wealth Management, LLC. 1,022,120$20,938,2318.74%
Astor Investment Management LLC 1,154,950$23,659,2617.23%
Hudson Capital Management LLC 778,774$15,953,2616.31%
Transparent Wealth Partners LLC 378,764$7,759,0166.07%
Virginia National Bank 73,895$1,513,7465.58%
Kaye Capital Management 512,546$10,499,5485.48%
Treasure Coast Financial Planning 352,000$7,211,0005.38%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders