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 | $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 | 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% |