INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 312 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,631,070 | -14.4% | 78,910 | -14.7% | 0.59% | -13.7% |
| Q1 2023 | $1,905,869 | +17.8% | 92,473 | +17.0% | 0.69% | +12.5% |
| Q4 2022 | $1,618,528 | +21.7% | 79,010 | +21.5% | 0.61% | +15.3% |
| Q3 2022 | $1,330,000 | +20.0% | 65,014 | +22.1% | 0.53% | +23.3% |
| Q2 2022 | $1,108,000 | +120.7% | 53,255 | +123.3% | 0.43% | +150.9% |
| Q1 2022 | $502,000 | – | 23,850 | – | 0.17% | – |
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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% |