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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $284,036 | -10.0% | 13,742 | -10.4% | 0.08% | -7.8% |
Q2 2023 | $315,529 | +3.7% | 15,339 | +3.8% | 0.09% | -3.2% |
Q1 2023 | $304,266 | +0.8% | 14,777 | +0.3% | 0.09% | +2.2% |
Q4 2022 | $301,824 | +0.9% | 14,733 | +0.3% | 0.09% | -6.2% |
Q3 2022 | $299,000 | -1.6% | 14,694 | +0.2% | 0.10% | -3.0% |
Q2 2022 | $304,000 | -11.4% | 14,658 | -10.0% | 0.10% | +2.0% |
Q1 2022 | $343,000 | -3.1% | 16,288 | +0.2% | 0.10% | -3.9% |
Q4 2021 | $354,000 | -12.8% | 16,257 | -11.5% | 0.10% | -17.7% |
Q3 2021 | $406,000 | 0.0% | 18,371 | +0.2% | 0.12% | -6.8% |
Q2 2021 | $406,000 | +0.2% | 18,328 | +0.2% | 0.13% | -7.6% |
Q1 2021 | $405,000 | -0.7% | 18,283 | +0.3% | 0.14% | -10.0% |
Q4 2020 | $408,000 | -3.5% | 18,233 | -4.4% | 0.16% | -15.3% |
Q3 2020 | $423,000 | +1.0% | 19,073 | +0.3% | 0.19% | -11.3% |
Q2 2020 | $419,000 | +3.2% | 19,023 | -3.4% | 0.21% | -16.5% |
Q1 2020 | $406,000 | -3.3% | 19,693 | +0.5% | 0.26% | +7.6% |
Q4 2019 | $420,000 | – | 19,595 | – | 0.24% | – |
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% |