INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 12 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | 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% |