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 | $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 ↓ |
|---|---|---|---|
| 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% |