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 | $2,646,749 | +23.4% | 128,048 | +22.8% | 0.17% | +30.5% |
| Q2 2023 | $2,144,854 | +8.9% | 104,271 | +9.0% | 0.13% | +3.1% |
| Q1 2023 | $1,969,016 | +22.1% | 95,630 | +21.5% | 0.13% | +11.4% |
| Q4 2022 | $1,612,882 | +91697.5% | 78,734 | -8.6% | 0.11% | -16.8% |
| Q3 2022 | $1,757 | -37.2% | 86,171 | -36.1% | 0.14% | -38.0% |
| Q2 2022 | $2,799 | -4.0% | 134,941 | -2.5% | 0.22% | +12.2% |
| Q1 2022 | $2,915 | +1094.7% | 138,333 | +1137.8% | 0.20% | +936.8% |
| Q4 2021 | $244 | -79.2% | 11,176 | -78.8% | 0.02% | -86.3% |
| Q2 2021 | $1,171 | – | 52,765 | – | 0.14% | – |
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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% |