INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,691,385 | -4.6% | 275,345 | -5.0% | 0.86% | -13.2% |
| Q2 2023 | $5,964,974 | +1.9% | 289,984 | +2.0% | 0.99% | -18.2% |
| Q1 2023 | $5,851,793 | +16.4% | 284,206 | +15.8% | 1.21% | +10.2% |
| Q4 2022 | $5,028,762 | +21.6% | 245,484 | +21.1% | 1.10% | -11.9% |
| Q3 2022 | $4,135,000 | -1.0% | 202,771 | +0.7% | 1.25% | -4.4% |
| Q2 2022 | $4,177,000 | +4.3% | 201,380 | +5.9% | 1.30% | +38.4% |
| Q1 2022 | $4,005,000 | -9.1% | 190,082 | -5.9% | 0.94% | -8.0% |
| Q4 2021 | $4,408,000 | -3.0% | 201,919 | -1.7% | 1.02% | -5.3% |
| Q3 2021 | $4,543,000 | -8.9% | 205,492 | -8.5% | 1.08% | -18.8% |
| Q2 2021 | $4,985,000 | -6.4% | 224,654 | -6.5% | 1.33% | -15.3% |
| Q1 2021 | $5,328,000 | -3.0% | 240,320 | -3.0% | 1.57% | -37.2% |
| Q4 2020 | $5,494,000 | – | 247,694 | – | 2.50% | – |
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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% |