INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 162 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $667,000 | -70.7% | 30,090 | -70.4% | 0.49% | -73.1% |
| Q4 2020 | $2,278,000 | -3.7% | 101,737 | -4.6% | 1.83% | -14.6% |
| Q3 2020 | $2,365,000 | +86.5% | 106,622 | +85.3% | 2.14% | +33.2% |
| Q2 2020 | $1,268,000 | -44.6% | 57,538 | -48.1% | 1.61% | -45.9% |
| Q1 2020 | $2,288,000 | -15.6% | 110,782 | -12.1% | 2.98% | +1.6% |
| Q4 2019 | $2,710,000 | +6.4% | 126,043 | +6.0% | 2.93% | +1.3% |
| Q3 2019 | $2,548,000 | +11.4% | 118,888 | +10.5% | 2.89% | +12.2% |
| Q2 2019 | $2,287,000 | +116.6% | 107,612 | +111.2% | 2.58% | +111.0% |
| Q1 2019 | $1,056,000 | – | 50,944 | – | 1.22% | – |
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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% |