INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 230 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $12,500,000 | -2.5% | 613,042 | -0.8% | 8.34% | -0.2% |
Q2 2022 | $12,818,000 | -2.5% | 618,045 | -0.9% | 8.35% | +15.4% |
Q1 2022 | $13,146,000 | -5.1% | 623,910 | -1.6% | 7.23% | +4.9% |
Q4 2021 | $13,848,000 | -3.5% | 634,356 | -2.2% | 6.90% | -8.9% |
Q3 2021 | $14,346,000 | +0.8% | 648,864 | +1.1% | 7.56% | +1.1% |
Q2 2021 | $14,237,000 | +1.5% | 641,582 | +1.4% | 7.48% | -6.7% |
Q1 2021 | $14,028,000 | +6.4% | 632,761 | +7.4% | 8.02% | -1.3% |
Q4 2020 | $13,187,000 | +15.4% | 588,969 | +14.3% | 8.12% | +4.8% |
Q3 2020 | $11,425,000 | +2.5% | 515,120 | +1.9% | 7.75% | -6.6% |
Q2 2020 | $11,146,000 | +7.5% | 505,736 | +0.7% | 8.30% | -8.0% |
Q1 2020 | $10,371,000 | – | 502,242 | – | 9.02% | – |
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% |