INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 366 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $961,486 | +16.8% | 46,516 | +16.2% | 0.49% | +18.6% |
| Q2 2023 | $823,253 | -1.1% | 40,022 | -1.0% | 0.41% | -6.3% |
| Q1 2023 | $832,721 | +218461.9% | 40,443 | +117.5% | 0.44% | +106.5% |
| Q4 2022 | $381 | -99.9% | 18,598 | -11.8% | 0.21% | -15.7% |
| Q3 2022 | $430,000 | +3.6% | 21,093 | +5.5% | 0.25% | +7.2% |
| Q2 2022 | $415,000 | +25.0% | 19,988 | +26.7% | 0.24% | +46.3% |
| Q1 2022 | $332,000 | +35.0% | 15,772 | +39.7% | 0.16% | +36.1% |
| Q4 2021 | $246,000 | -47.0% | 11,288 | -45.6% | 0.12% | -61.0% |
| Q4 2020 | $464,000 | +6.7% | 20,743 | +5.7% | 0.30% | -6.4% |
| Q3 2020 | $435,000 | +90.0% | 19,619 | +88.6% | 0.33% | +68.9% |
| Q2 2020 | $229,000 | +2.2% | 10,400 | -4.2% | 0.19% | -21.5% |
| Q1 2020 | $224,000 | – | 10,855 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 781,891 | $16,099,131 | 16.11% |
| Lido Advisors, LLC | 47,049,884 | $968,757,109 | 9.42% |
| Ironwood Wealth Management, LLC. | 1,110,615 | $22,867,573 | 9.03% |
| Kaye Capital Management | 840,484 | $17,305,570 | 8.82% |
| Astor Investment Management LLC | 1,090,335 | $22,450 | 7.25% |
| Virginia National Bank | 80,622 | $1,660,006 | 5.84% |
| Transparent Wealth Partners LLC | 382,430 | $7,874,224 | 5.76% |
| Treasure Coast Financial Planning | 366,907 | $7,554,605 | 5.28% |
| IMA Wealth, Inc. | 989,374 | $20,371,216 | 5.25% |
| Sound Stewardship, LLC | 332,970 | $6,855,856 | 4.61% |