INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 230 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,684,192 | -4.0% | 81,480 | -4.5% | 0.70% | -3.9% |
| Q2 2023 | $1,754,312 | -8.1% | 85,285 | -8.0% | 0.72% | -14.0% |
| Q1 2023 | $1,908,693 | -1.3% | 92,700 | -1.8% | 0.84% | -8.6% |
| Q4 2022 | $1,933,281 | -10.5% | 94,375 | -10.9% | 0.92% | -17.5% |
| Q3 2022 | $2,160,000 | +9.4% | 105,935 | +11.3% | 1.12% | +14.1% |
| Q2 2022 | $1,975,000 | +0.6% | 95,210 | +2.2% | 0.98% | +18.1% |
| Q1 2022 | $1,963,000 | +142.3% | 93,185 | +151.2% | 0.83% | +144.8% |
| Q4 2021 | $810,000 | +4.5% | 37,100 | +5.9% | 0.34% | -5.3% |
| Q3 2021 | $775,000 | +7.6% | 35,032 | +7.8% | 0.36% | +6.9% |
| Q2 2021 | $720,000 | +121.5% | 32,507 | +121.7% | 0.34% | +100.6% |
| Q1 2021 | $325,000 | – | 14,664 | – | 0.17% | – |
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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% |