INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,544,234 | +2.7% | 655,260 | +2.2% | 3.30% | +3.3% |
| Q2 2023 | $13,194,158 | +2.4% | 641,427 | +2.8% | 3.20% | -2.1% |
| Q1 2023 | $12,889,104 | +6.8% | 624,170 | +6.0% | 3.27% | -13.7% |
| Q4 2022 | $12,066,709 | +6.9% | 589,048 | +6.4% | 3.78% | -3.8% |
| Q3 2022 | $11,287,000 | +1.6% | 553,570 | +3.4% | 3.94% | +5.5% |
| Q2 2022 | $11,104,000 | -1.3% | 535,415 | +0.3% | 3.73% | -2.1% |
| Q1 2022 | $11,246,000 | +0.4% | 533,754 | +4.0% | 3.81% | +8.1% |
| Q4 2021 | $11,203,000 | – | 513,195 | – | 3.53% | – |
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% |