INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $525,535 | +1.3% | 25,425 | +0.8% | 1.68% | -11.4% |
| Q2 2023 | $518,878 | +1.7% | 25,225 | +1.8% | 1.90% | -8.5% |
| Q1 2023 | $510,117 | +9.3% | 24,775 | +8.8% | 2.08% | -7.9% |
| Q4 2022 | $466,548 | +24.4% | 22,775 | +23.8% | 2.25% | +6.7% |
| Q3 2022 | $375,000 | +3.9% | 18,400 | +5.7% | 2.11% | +15.5% |
| Q2 2022 | $361,000 | -1.1% | 17,400 | +0.6% | 1.83% | +11.0% |
| Q1 2022 | $365,000 | +33.7% | 17,300 | +38.4% | 1.65% | +22.5% |
| Q4 2021 | $273,000 | – | 12,500 | – | 1.34% | – |
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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% |