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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,176,293 | +0.5% | 348,533 | -0.0% | 3.81% | -4.5% |
| Q4 2022 | $7,142,676 | +1.1% | 348,677 | +0.6% | 3.99% | -3.9% |
| Q3 2022 | $7,067,000 | -0.6% | 346,604 | +1.1% | 4.15% | +4.2% |
| Q2 2022 | $7,108,000 | +76.4% | 342,730 | +79.2% | 3.98% | +80.9% |
| Q1 2022 | $4,029,000 | – | 191,231 | – | 2.20% | – |
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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% |