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 | $3,432,564 | +13.1% | 166,065 | +12.6% | 1.94% | +12.7% |
| Q2 2023 | $3,034,610 | +70.6% | 147,526 | +70.8% | 1.72% | +50.7% |
| Q1 2023 | $1,778,873 | +2.5% | 86,395 | +2.0% | 1.14% | -4.0% |
| Q4 2022 | $1,735,027 | +1.3% | 84,697 | +0.8% | 1.19% | -5.0% |
| Q3 2022 | $1,713,000 | +10.7% | 84,002 | +12.5% | 1.25% | +15.2% |
| Q2 2022 | $1,548,000 | +74.5% | 74,651 | +77.3% | 1.09% | +95.7% |
| Q1 2022 | $887,000 | +11.0% | 42,100 | +15.0% | 0.56% | +4.3% |
| Q4 2021 | $799,000 | +2.7% | 36,600 | +4.0% | 0.53% | -0.7% |
| Q3 2021 | $778,000 | +2.5% | 35,200 | +2.9% | 0.54% | -2.5% |
| Q2 2021 | $759,000 | +3.1% | 34,200 | +3.0% | 0.55% | -7.3% |
| Q1 2021 | $736,000 | -17.2% | 33,200 | -16.4% | 0.59% | -24.1% |
| Q4 2020 | $889,000 | – | 39,700 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 727,516 | $15,037,762 | 17.30% |
| Kaye Capital Management | 1,199,105 | $24,785,507 | 11.36% |
| Lido Advisors, LLC | 55,735,214 | $1,152,046,870 | 8.77% |
| Virginia National Bank | 70,111 | $1,449,194 | 6.61% |
| Treasure Coast Financial Planning | 368,870 | $7,624,533 | 5.29% |
| TruWealth Advisors, LLC | 2,901,680 | $59,977,719 | 5.16% |
| Sound Stewardship, LLC | 335,355 | $6,931,786 | 4.66% |
| Camelot Portfolios, LLC | 234,542 | $4,847,989 | 4.63% |
| KICKSTAND VENTURES, LLC. | 680,300 | $14,061,810 | 4.36% |
| S.E.E.D. Planning Group LLC | 501,465 | $10,365,282 | 4.00% |