Carolina Wealth Advisors, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$5,343,587
+7.3%
258,519
+6.7%
3.02%
+0.7%
Q2 2023$4,981,540
+2.0%
242,175
+2.1%
3.00%
+4.8%
Q1 2023$4,885,286
+108631.0%
237,265
+8.2%
2.86%
+1.1%
Q4 2022$4,493
-99.8%
219,323
+99.2%
2.83%
+60.5%
Q3 2022$2,246,000
+0.7%
110,129
+2.4%
1.76%
+19.7%
Q2 2022$2,230,000
-7.5%
107,526
-6.0%
1.47%
-3.3%
Q1 2022$2,411,000
-1.8%
114,427
+1.7%
1.52%
+9.7%
Q4 2021$2,456,000
-25.1%
112,507
-24.2%
1.39%
-36.1%
Q3 2021$3,281,000
+1.7%
148,389
+2.0%
2.17%
-0.0%
Q2 2021$3,227,000
+8.6%
145,419
+8.5%
2.17%
+0.3%
Q1 2021$2,971,000
+2.2%
134,019
+3.2%
2.17%
-7.2%
Q4 2020$2,908,000
+14.5%
129,898
+13.4%
2.34%
+4.7%
Q3 2020$2,540,000
+8.8%
114,534
+8.1%
2.23%
-1.2%
Q2 2020$2,334,000
+8.3%
105,910
+1.5%
2.26%
-9.4%
Q1 2020$2,156,000
-35.8%
104,391
-33.3%
2.49%
-21.7%
Q4 2019$3,360,000156,4893.18%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2020
NameSharesValueWeighting ↓
Waycross Investment Management Co 727,516$15,037,76217.30%
Kaye Capital Management 1,199,105$24,785,50711.36%
Lido Advisors, LLC 55,735,214$1,152,046,8708.77%
Virginia National Bank 70,111$1,449,1946.61%
Treasure Coast Financial Planning 368,870$7,624,5335.29%
TruWealth Advisors, LLC 2,901,680$59,977,7195.16%
Sound Stewardship, LLC 335,355$6,931,7864.66%
Camelot Portfolios, LLC 234,542$4,847,9894.63%
KICKSTAND VENTURES, LLC. 680,300$14,061,8104.36%
S.E.E.D. Planning Group LLC 501,465$10,365,2824.00%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders