INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 366 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,456,180 | +3.6% | 1,231,552 | +3.1% | 3.05% | +2.8% |
| Q2 2023 | $24,578,003 | +3.3% | 1,194,847 | +3.4% | 2.97% | -0.3% |
| Q1 2023 | $23,797,551 | +8.2% | 1,155,782 | +7.7% | 2.98% | -0.1% |
| Q4 2022 | $21,993,705 | +4.2% | 1,073,644 | +3.7% | 2.98% | -2.5% |
| Q3 2022 | $21,102,000 | +10.4% | 1,034,914 | +12.3% | 3.06% | +5.8% |
| Q2 2022 | $19,120,000 | +18645.1% | 921,880 | +19640.5% | 2.89% | +20542.9% |
| Q4 2021 | $102,000 | -1.0% | 4,670 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $103,000 | -38.3% | 4,670 | -38.0% | 0.01% | -41.7% |
| Q2 2021 | $167,000 | -27.1% | 7,537 | -27.1% | 0.02% | -27.3% |
| Q1 2021 | $229,000 | -1.3% | 10,342 | 0.0% | 0.03% | -8.3% |
| Q4 2020 | $232,000 | – | 10,342 | – | 0.04% | – |
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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% |