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 | $3,259,271 | +3.6% | 157,681 | +3.1% | 0.63% | +4.2% |
| Q2 2023 | $3,146,960 | +0.2% | 152,988 | +0.3% | 0.60% | -9.9% |
| Q1 2023 | $3,140,231 | +9.0% | 152,512 | +8.4% | 0.67% | +1.4% |
| Q4 2022 | $2,881,774 | +8.8% | 140,677 | +8.3% | 0.66% | -8.5% |
| Q3 2022 | $2,649,000 | -2.6% | 129,906 | -0.9% | 0.72% | -8.1% |
| Q2 2022 | $2,719,000 | +4.1% | 131,090 | +5.8% | 0.78% | +3.6% |
| Q1 2022 | $2,611,000 | +1.9% | 123,899 | +5.5% | 0.76% | +2.6% |
| Q4 2021 | $2,563,000 | +3.9% | 117,427 | +5.3% | 0.74% | -7.4% |
| Q3 2021 | $2,467,000 | +4.6% | 111,564 | +5.0% | 0.80% | +0.1% |
| Q2 2021 | $2,358,000 | +59.6% | 106,271 | +59.5% | 0.79% | +37.4% |
| Q1 2021 | $1,477,000 | +0.1% | 66,621 | +1.1% | 0.58% | -10.1% |
| Q4 2020 | $1,475,000 | +3.1% | 65,882 | +2.3% | 0.64% | -4.9% |
| Q3 2020 | $1,431,000 | +14.8% | 64,413 | +13.9% | 0.68% | -5.2% |
| Q2 2020 | $1,247,000 | – | 56,570 | – | 0.71% | – |
Download | ||||||
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% |