INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,417,439 | +4.3% | 116,954 | +3.8% | 2.55% | +7.4% |
Q2 2023 | $2,316,779 | +0.5% | 112,629 | +0.6% | 2.37% | -9.9% |
Q1 2023 | $2,305,668 | +0.0% | 111,980 | -0.5% | 2.63% | -14.7% |
Q4 2022 | $2,305,373 | +1.0% | 112,539 | +0.6% | 3.09% | -2.9% |
Q3 2022 | $2,282,000 | -5.4% | 111,895 | -3.7% | 3.18% | +2.4% |
Q2 2022 | $2,411,000 | -60.3% | 116,247 | -59.7% | 3.11% | +21.9% |
Q1 2022 | $6,080,000 | -9.9% | 288,543 | -6.7% | 2.55% | +8.4% |
Q4 2021 | $6,748,000 | -0.8% | 309,138 | +0.5% | 2.35% | -6.7% |
Q3 2021 | $6,804,000 | +21.0% | 307,739 | +21.4% | 2.52% | +17.0% |
Q2 2021 | $5,624,000 | -14.5% | 253,444 | -14.6% | 2.15% | -22.0% |
Q1 2021 | $6,580,000 | +2.2% | 296,800 | +3.1% | 2.76% | -0.8% |
Q4 2020 | $6,439,000 | +12.4% | 287,829 | +11.4% | 2.78% | -7.6% |
Q3 2020 | $5,728,000 | +143.4% | 258,261 | +141.9% | 3.01% | +130.1% |
Q2 2020 | $2,353,000 | +0.1% | 106,775 | -6.2% | 1.31% | -18.4% |
Q1 2020 | $2,350,000 | +129.3% | 113,823 | +138.4% | 1.60% | +183.2% |
Q4 2019 | $1,025,000 | – | 47,740 | – | 0.57% | – |
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% |