Heartwood 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 361 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$3,493,829
+0.7%
169,029
+0.2%
0.52%
+4.7%
Q2 2023$3,468,637
+2.1%
168,626
+2.2%
0.49%
-2.8%
Q1 2023$3,395,970
+3.7%
164,933
+3.1%
0.51%
-1.4%
Q4 2022$3,275,567
-6.3%
159,900
-6.7%
0.51%
-15.2%
Q3 2022$3,494,000
-1.0%
171,352
+0.7%
0.60%
+4.1%
Q2 2022$3,528,000
+1.6%
170,116
+3.2%
0.58%
+12.4%
Q1 2022$3,473,000
+4.9%
164,855
+8.7%
0.52%
+4.0%
Q4 2021$3,311,000
-2.0%
151,655
-0.7%
0.50%
-5.5%
Q3 2021$3,378,000
+2.6%
152,772
+2.9%
0.53%
+4.0%
Q2 2021$3,294,000
+1.2%
148,435
+1.1%
0.51%
-3.3%
Q1 2021$3,254,000
+5.6%
146,782
+6.7%
0.52%
+5.2%
Q4 2020$3,080,000
+4.3%
137,568
+3.3%
0.50%
-12.0%
Q3 2020$2,954,000
+1.0%
133,199
-14.4%
0.56%
-2.4%
Q2 2020$2,926,000
+10.8%
155,662
+21.7%
0.58%
-8.5%
Q1 2020$2,640,000
-1.0%
127,865
+2.9%
0.63%
+24.1%
Q4 2019$2,668,000124,2780.51%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2023
NameSharesValueWeighting ↓
Waycross Investment Management Co 781,891$16,099,13116.11%
Lido Advisors, LLC 47,049,884$968,757,1099.42%
Ironwood Wealth Management, LLC. 1,110,615$22,867,5739.03%
Kaye Capital Management 840,484$17,305,5708.82%
Astor Investment Management LLC 1,090,335$22,4507.25%
Virginia National Bank 80,622$1,660,0065.84%
Transparent Wealth Partners LLC 382,430$7,874,2245.76%
Treasure Coast Financial Planning 366,907$7,554,6055.28%
IMA Wealth, Inc. 989,374$20,371,2165.25%
Sound Stewardship, LLC 332,970$6,855,8564.61%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders