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 | $2,701,737 | +2.3% | 130,708 | +1.8% | 2.17% | +3.1% |
| Q2 2023 | $2,640,088 | -1.6% | 128,346 | -1.5% | 2.11% | -5.1% |
| Q1 2023 | $2,683,931 | +4.0% | 130,351 | +3.4% | 2.22% | -4.6% |
| Q4 2022 | $2,581,000 | -1.5% | 126,013 | -1.9% | 2.33% | -9.7% |
| Q3 2022 | $2,619,000 | -2.0% | 128,426 | -0.4% | 2.58% | +2.7% |
| Q2 2022 | $2,673,000 | -4.1% | 128,897 | -2.6% | 2.51% | +1.4% |
| Q1 2022 | $2,788,000 | -3.3% | 132,302 | +0.2% | 2.47% | +6.2% |
| Q4 2021 | $2,883,000 | +1.1% | 132,080 | +2.4% | 2.33% | -6.0% |
| Q3 2021 | $2,853,000 | +10.2% | 129,033 | +10.6% | 2.48% | +6.2% |
| Q2 2021 | $2,588,000 | +4.0% | 116,619 | +3.9% | 2.33% | -2.7% |
| Q1 2021 | $2,488,000 | – | 112,207 | – | 2.40% | – |
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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% |