INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 179 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,729,005 | +17.2% | 83,648 | +16.7% | 1.19% | +22.3% |
Q2 2023 | $1,475,034 | +2.8% | 71,708 | +2.9% | 0.97% | -2.2% |
Q1 2023 | $1,435,226 | +5.1% | 69,705 | +4.6% | 1.00% | -1.6% |
Q4 2022 | $1,365,332 | +5.6% | 66,650 | +5.1% | 1.01% | -7.3% |
Q3 2022 | $1,293,000 | +4.5% | 63,400 | +6.3% | 1.09% | +9.9% |
Q2 2022 | $1,237,000 | -0.2% | 59,635 | +1.4% | 0.99% | +13.9% |
Q1 2022 | $1,239,000 | +9.4% | 58,815 | +13.3% | 0.87% | +18.8% |
Q4 2021 | $1,133,000 | +13.1% | 51,900 | +14.5% | 0.73% | +6.2% |
Q3 2021 | $1,002,000 | -6.0% | 45,310 | -5.7% | 0.69% | -4.7% |
Q2 2021 | $1,066,000 | -1.7% | 48,025 | -1.8% | 0.72% | -9.0% |
Q1 2021 | $1,084,000 | -25.5% | 48,895 | -24.8% | 0.80% | -24.4% |
Q4 2020 | $1,456,000 | +15.6% | 65,045 | +14.5% | 1.05% | +5.1% |
Q3 2020 | $1,259,000 | +42.9% | 56,785 | +42.1% | 1.00% | +27.4% |
Q2 2020 | $881,000 | +3424.0% | 39,960 | +3230.0% | 0.79% | +2814.8% |
Q1 2020 | $25,000 | – | 1,200 | – | 0.03% | – |
Download |
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% |