INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 190 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $232,667 | -7.7% | 11,300 | -8.1% | 0.20% | -7.8% |
| Q4 2022 | $251,967 | -38.4% | 12,300 | -38.7% | 0.22% | -39.8% |
| Q3 2022 | $409,000 | -1.7% | 20,070 | 0.0% | 0.36% | +16.8% |
| Q2 2022 | $416,000 | -1.7% | 20,070 | 0.0% | 0.31% | +19.2% |
| Q1 2022 | $423,000 | -5.8% | 20,070 | -2.3% | 0.26% | +0.4% |
| Q4 2021 | $449,000 | -6.8% | 20,550 | -5.6% | 0.26% | -16.2% |
| Q3 2021 | $482,000 | -6.0% | 21,780 | -5.8% | 0.31% | -6.9% |
| Q2 2021 | $513,000 | -12.5% | 23,130 | -12.5% | 0.33% | -18.6% |
| Q1 2021 | $586,000 | +108.5% | 26,430 | +110.8% | 0.41% | +83.8% |
| Q4 2020 | $281,000 | +1.1% | 12,540 | 0.0% | 0.22% | -15.6% |
| Q3 2020 | $278,000 | – | 12,540 | – | 0.26% | – |
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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% |