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 | $614,209 | -6.1% | 29,715 | -6.6% | 0.16% | -8.8% |
| Q2 2023 | $654,332 | -1.5% | 31,810 | -1.4% | 0.18% | -29.8% |
| Q1 2023 | $664,069 | +184.2% | 32,252 | +182.8% | 0.26% | +77.9% |
| Q4 2022 | $233,633 | +0.3% | 11,405 | 0.0% | 0.14% | -8.8% |
| Q3 2022 | $233,000 | -1.7% | 11,405 | 0.0% | 0.16% | +10.4% |
| Q2 2022 | $237,000 | -6.0% | 11,405 | -4.5% | 0.14% | +16.1% |
| Q1 2022 | $252,000 | -21.7% | 11,947 | -19.1% | 0.12% | -22.0% |
| Q4 2021 | $322,000 | -1.5% | 14,760 | -0.3% | 0.16% | -5.9% |
| Q3 2021 | $327,000 | -0.6% | 14,805 | 0.0% | 0.17% | -7.1% |
| Q2 2021 | $329,000 | +53.0% | 14,805 | +52.7% | 0.18% | +42.2% |
| Q1 2021 | $215,000 | – | 9,694 | – | 0.13% | – |
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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% |