INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,061,921 | -2.5% | 51,375 | -3.0% | 0.10% | 0.0% |
| Q2 2023 | $1,089,613 | -2.4% | 52,971 | -2.3% | 0.10% | -11.1% |
| Q1 2023 | $1,116,369 | -2.7% | 54,219 | -3.2% | 0.12% | -6.4% |
| Q4 2022 | $1,147,903 | +4.1% | 56,036 | +3.6% | 0.12% | +2.5% |
| Q3 2022 | $1,103,000 | +22.1% | 54,101 | +24.3% | 0.12% | +29.8% |
| Q2 2022 | $903,000 | +53.8% | 43,529 | +56.3% | 0.09% | +80.8% |
| Q1 2022 | $587,000 | -31.0% | 27,841 | -28.6% | 0.05% | -30.7% |
| Q4 2021 | $851,000 | -20.6% | 39,000 | -20.1% | 0.08% | -21.9% |
| Q3 2021 | $1,072,000 | -26.5% | 48,810 | -25.7% | 0.10% | -54.3% |
| Q2 2021 | $1,459,000 | -27.0% | 65,673 | -27.2% | 0.21% | -12.5% |
| Q1 2021 | $1,999,000 | – | 90,248 | – | 0.24% | – |
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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% |