INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 312 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,166,752 | +3.7% | 104,826 | +3.2% | 2.35% | +2.5% |
| Q2 2023 | $2,089,973 | +1.1% | 101,603 | +1.2% | 2.29% | -5.4% |
| Q1 2023 | $2,067,746 | -13.5% | 100,425 | -13.9% | 2.42% | -18.6% |
| Q4 2022 | $2,390,085 | +4.6% | 116,674 | +4.1% | 2.97% | +10.7% |
| Q3 2022 | $2,286,000 | +2.5% | 112,131 | +4.3% | 2.68% | -2.1% |
| Q2 2022 | $2,230,000 | +3.3% | 107,545 | +4.9% | 2.74% | +11.7% |
| Q1 2022 | $2,159,000 | +15.3% | 102,481 | +22.4% | 2.45% | +33.7% |
| Q4 2020 | $1,873,000 | – | 83,718 | – | 1.84% | – |
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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% |