INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 230 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,866 | -5.7% | 9,911 | -5.7% | 0.06% | +3.5% |
| Q1 2023 | $216,295 | -11.9% | 10,505 | -12.3% | 0.06% | -13.6% |
| Q4 2022 | $245,510 | -3.3% | 11,985 | -3.7% | 0.07% | -12.0% |
| Q3 2022 | $254,000 | -13.9% | 12,442 | -12.5% | 0.08% | -8.5% |
| Q2 2022 | $295,000 | -4.2% | 14,224 | -2.6% | 0.08% | +7.9% |
| Q1 2022 | $308,000 | -9.1% | 14,611 | -6.0% | 0.08% | -3.8% |
| Q4 2021 | $339,000 | +4.6% | 15,539 | +5.9% | 0.08% | +1.3% |
| Q3 2021 | $324,000 | +10.2% | 14,669 | +10.7% | 0.08% | +11.4% |
| Q2 2021 | $294,000 | +6.5% | 13,256 | +6.4% | 0.07% | 0.0% |
| Q1 2021 | $276,000 | – | 12,459 | +22.5% | 0.07% | – |
| Q4 2020 | $0 | – | 10,168 | – | 0.00% | – |
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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% |