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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,716,747 | +2.1% | 83,055 | +1.6% | 0.46% | -6.2% |
| Q2 2023 | $1,682,195 | +3.6% | 81,779 | +3.7% | 0.48% | -6.0% |
| Q1 2023 | $1,623,872 | +62.9% | 78,867 | +63.9% | 0.52% | +35.1% |
| Q2 2022 | $997,000 | -1.7% | 48,109 | 0.0% | 0.38% | +8.2% |
| Q1 2022 | $1,014,000 | +56.5% | 48,109 | +64.0% | 0.35% | +43.5% |
| Q3 2021 | $648,000 | -0.5% | 29,333 | 0.0% | 0.25% | +5.6% |
| Q2 2021 | $651,000 | 0.0% | 29,333 | 0.0% | 0.23% | -5.7% |
| Q1 2021 | $651,000 | – | 29,333 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 406,209 | $8,321,232 | 39.06% |
| Waycross Investment Management Co | 784,222 | $16,064,866 | 16.22% |
| Lido Advisors, LLC | 45,901,460 | $940,296,017 | 11.47% |
| Ironwood Wealth Management, LLC. | 1,022,120 | $20,938,231 | 8.74% |
| Astor Investment Management LLC | 1,154,950 | $23,659,261 | 7.23% |
| Hudson Capital Management LLC | 778,774 | $15,953,261 | 6.31% |
| Transparent Wealth Partners LLC | 378,764 | $7,759,016 | 6.07% |
| Virginia National Bank | 73,895 | $1,513,746 | 5.58% |
| Kaye Capital Management | 512,546 | $10,499,548 | 5.48% |
| Treasure Coast Financial Planning | 352,000 | $7,211,000 | 5.38% |