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 | $1,076,103 | -3.3% | 52,011 | -3.8% | 0.05% | 0.0% |
| Q2 2023 | $1,112,385 | -4.3% | 54,078 | -3.9% | 0.05% | -12.9% |
| Q1 2023 | $1,161,811 | +20.2% | 56,276 | +19.2% | 0.06% | -6.1% |
| Q4 2022 | $966,928 | +5.7% | 47,202 | +4.9% | 0.07% | -4.3% |
| Q3 2022 | $915,000 | -0.2% | 44,988 | +1.7% | 0.07% | -6.8% |
| Q2 2022 | $917,000 | -0.4% | 44,226 | +0.6% | 0.07% | +2.8% |
| Q1 2022 | $921,000 | +55.6% | 43,980 | +64.4% | 0.07% | +22.0% |
| Q3 2021 | $592,000 | -0.2% | 26,756 | +0.1% | 0.06% | -3.3% |
| Q2 2021 | $593,000 | +107.3% | 26,728 | +107.4% | 0.06% | +84.8% |
| Q1 2021 | $286,000 | +5.5% | 12,888 | +6.6% | 0.03% | -2.9% |
| Q4 2020 | $271,000 | +1.1% | 12,094 | 0.0% | 0.03% | -12.8% |
| Q3 2020 | $268,000 | -4.6% | 12,094 | -5.1% | 0.04% | -13.3% |
| Q2 2020 | $281,000 | +11.1% | 12,742 | +3.9% | 0.04% | -6.2% |
| Q1 2020 | $253,000 | -3.8% | 12,261 | 0.0% | 0.05% | +20.0% |
| Q4 2019 | $263,000 | +12.9% | 12,261 | +12.9% | 0.04% | +5.3% |
| Q3 2019 | $233,000 | +0.9% | 10,861 | 0.0% | 0.04% | -13.6% |
| Q2 2019 | $231,000 | +2.7% | 10,861 | 0.0% | 0.04% | -18.5% |
| Q1 2019 | $225,000 | +3.7% | 10,861 | 0.0% | 0.05% | -1.8% |
| Q4 2018 | $217,000 | +4.8% | 10,861 | +5.3% | 0.06% | +17.0% |
| Q3 2018 | $207,000 | +7.8% | 10,313 | +8.1% | 0.05% | -4.1% |
| Q2 2018 | $192,000 | – | 9,543 | – | 0.05% | – |
Download | ||||||
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% |