INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $641,617 | +0.5% | 31,041 | 0.0% | 0.15% | -0.7% |
| Q2 2023 | $638,513 | -0.1% | 31,041 | 0.0% | 0.15% | -8.6% |
| Q1 2023 | $639,133 | +31.9% | 31,041 | +31.2% | 0.16% | +17.3% |
| Q4 2022 | $484,697 | +103.7% | 23,661 | +106.4% | 0.14% | +78.2% |
| Q2 2022 | $238,000 | -1.2% | 11,463 | +0.3% | 0.08% | +11.4% |
| Q1 2022 | $241,000 | -8.7% | 11,430 | -5.4% | 0.07% | -7.9% |
| Q4 2021 | $264,000 | – | 12,081 | – | 0.08% | – |
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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% |