INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,523,754 | -13.0% | 216,603 | -13.9% | 0.50% | -20.7% |
| Q3 2023 | $5,197,534 | -9.6% | 251,453 | -10.0% | 0.63% | -7.5% |
| Q2 2023 | $5,747,355 | -4.0% | 279,405 | -4.0% | 0.68% | -8.7% |
| Q1 2023 | $5,989,672 | -12.2% | 290,902 | -12.6% | 0.74% | -14.4% |
| Q4 2022 | $6,819,305 | -12.5% | 332,891 | -12.9% | 0.87% | -20.7% |
| Q3 2022 | $7,797,000 | +198.9% | 382,385 | +204.0% | 1.09% | +213.5% |
| Q2 2022 | $2,609,000 | -7.4% | 125,782 | -6.0% | 0.35% | +7.1% |
| Q1 2022 | $2,818,000 | -1.7% | 133,757 | +1.9% | 0.33% | +1.9% |
| Q4 2021 | $2,866,000 | +43.3% | 131,276 | +64.5% | 0.32% | +33.3% |
| Q3 2021 | $2,000,000 | 0.0% | 79,795 | +1.0% | 0.24% | -4.0% |
| Q2 2021 | $2,000,000 | 0.0% | 79,038 | -0.4% | 0.25% | -4.2% |
| Q1 2021 | $2,000,000 | 0.0% | 79,391 | -0.3% | 0.26% | -10.9% |
| Q4 2020 | $2,000,000 | +6.8% | 79,666 | -5.6% | 0.29% | -7.3% |
| Q3 2020 | $1,872,000 | -12.5% | 84,400 | -13.1% | 0.32% | -19.2% |
| Q2 2020 | $2,139,000 | +14.9% | 97,072 | +7.6% | 0.39% | -10.1% |
| Q1 2020 | $1,862,000 | – | 90,186 | – | 0.44% | – |
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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% |