INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 190 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $239,000 | -12.5% | 10,657 | -13.6% | 0.00% | -20.0% |
| Q3 2020 | $273,000 | -33.7% | 12,334 | -34.0% | 0.01% | -44.4% |
| Q2 2020 | $412,000 | -42.9% | 18,686 | -46.5% | 0.01% | -59.1% |
| Q1 2020 | $721,000 | -3.9% | 34,913 | 0.0% | 0.02% | +10.0% |
| Q4 2019 | $750,000 | -1.2% | 34,913 | -1.4% | 0.02% | -13.0% |
| Q3 2019 | $759,000 | -55.3% | 35,408 | -55.7% | 0.02% | -56.6% |
| Q2 2019 | $1,697,000 | – | 79,877 | – | 0.05% | – |
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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% |