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 | $2,258,942 | +0.5% | 109,286 | +0.0% | 0.68% | +5.9% |
| Q2 2023 | $2,247,046 | -0.1% | 109,239 | +0.0% | 0.64% | -8.3% |
| Q1 2023 | $2,248,346 | +1.5% | 109,196 | +1.0% | 0.70% | -14.8% |
| Q4 2022 | $2,214,870 | -9.9% | 108,121 | -10.3% | 0.82% | -13.8% |
| Q3 2022 | $2,457,000 | -1.7% | 120,518 | -0.0% | 0.95% | +0.6% |
| Q2 2022 | $2,500,000 | -1.8% | 120,520 | -0.8% | 0.94% | +13.1% |
| Q1 2022 | $2,547,000 | -2.7% | 121,456 | -0.0% | 0.84% | -2.2% |
| Q4 2021 | $2,618,000 | -0.1% | 121,478 | +2.0% | 0.85% | +9.3% |
| Q3 2021 | $2,621,000 | +0.2% | 119,141 | +1.0% | 0.78% | -3.8% |
| Q2 2021 | $2,615,000 | +4.2% | 117,939 | +4.4% | 0.81% | -1.9% |
| Q1 2021 | $2,509,000 | +0.8% | 112,916 | +1.3% | 0.83% | -21.4% |
| Q4 2020 | $2,490,000 | – | 111,495 | – | 1.05% | – |
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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% |