Rockefeller Capital Management L.P. - INVESCO EXCH TRD SLF IDX FD ownership

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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%.

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Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q4 2022$46
-99.9%
2,2800.0%0.00%–
Q3 2022$46,000
-38.7%
2,280
-37.8%
0.00%–
Q2 2022$75,000
+41.5%
3,664
+43.7%
0.00%–
Q1 2022$53,000
-48.5%
2,550
-46.5%
0.00%–
Q4 2021$103,000
-1.9%
4,7620.0%0.00%
-100.0%
Q3 2021$105,0000.0%4,7620.0%0.00%0.0%
Q2 2021$105,0000.0%4,7620.0%0.00%0.0%
Q1 2021$105,000
-0.9%
4,7620.0%0.00%0.0%
Q4 2020$106,000
+1.0%
4,7620.0%0.00%0.0%
Q3 2020$105,0000.0%4,7620.0%0.00%0.0%
Q2 2020$105,000
+7.1%
4,7620.0%0.00%0.0%
Q1 2020$98,000
-28.5%
4,762
-25.4%
0.00%
-50.0%
Q4 2019$137,0000.0%6,386
+0.1%
0.00%0.0%
Q3 2019$137,000
+1.5%
6,380
+0.1%
0.00%0.0%
Q2 2019$135,000
+2.3%
6,374
+0.1%
0.00%0.0%
Q1 2019$132,000
+61.0%
6,368
+54.5%
0.00%
+100.0%
Q4 2018$82,000–4,122–0.00%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Waycross Investment Management Co 727,516$15,037,76217.30%
Kaye Capital Management 1,199,105$24,785,50711.36%
Lido Advisors, LLC 55,735,214$1,152,046,8708.77%
Virginia National Bank 70,111$1,449,1946.61%
Treasure Coast Financial Planning 368,870$7,624,5335.29%
TruWealth Advisors, LLC 2,901,680$59,977,7195.16%
Sound Stewardship, LLC 335,355$6,931,7864.66%
Camelot Portfolios, LLC 234,542$4,847,9894.63%
KICKSTAND VENTURES, LLC. 680,300$14,061,8104.36%
S.E.E.D. Planning Group LLC 501,465$10,365,2824.00%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders