INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,365,282 | +28.8% | 501,465 | +28.1% | 4.00% | +41.5% |
| Q2 2023 | $8,050,604 | +2.3% | 391,376 | +2.4% | 2.82% | -7.0% |
| Q1 2023 | $7,869,086 | -9.0% | 382,180 | -9.5% | 3.04% | -19.0% |
| Q4 2022 | $8,651,186 | +11.9% | 422,316 | +11.4% | 3.75% | +3.7% |
| Q3 2022 | $7,732,000 | -16.1% | 379,187 | -14.7% | 3.62% | -13.4% |
| Q2 2022 | $9,217,000 | -17.6% | 444,420 | -16.3% | 4.17% | -12.5% |
| Q1 2022 | $11,190,000 | -12.4% | 531,086 | -9.2% | 4.77% | -13.9% |
| Q4 2021 | $12,769,000 | +1.9% | 584,924 | +3.2% | 5.54% | -6.3% |
| Q3 2021 | $12,532,000 | +10.3% | 566,792 | +10.7% | 5.91% | +5.7% |
| Q2 2021 | $11,357,000 | +6.9% | 511,801 | +6.8% | 5.59% | -4.1% |
| Q1 2021 | $10,620,000 | +17.3% | 479,037 | +18.4% | 5.83% | +7.2% |
| Q4 2020 | $9,056,000 | +22.0% | 404,453 | +20.8% | 5.44% | -0.1% |
| Q3 2020 | $7,424,000 | +17.4% | 334,730 | +16.6% | 5.44% | +10.1% |
| Q2 2020 | $6,326,000 | +22.1% | 287,016 | +14.4% | 4.94% | -1.7% |
| Q1 2020 | $5,180,000 | – | 250,866 | – | 5.03% | – |
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% |