INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,814,756 | +4.0% | 90,241 | +4.1% | 1.19% | +5.1% |
| Q2 2023 | $1,745,009 | +10.6% | 86,687 | +11.4% | 1.13% | +16.0% |
| Q1 2023 | $1,578,129 | +4.5% | 77,817 | +3.8% | 0.98% | -1.6% |
| Q4 2022 | $1,510,137 | +25.0% | 74,982 | +23.8% | 0.99% | +15.6% |
| Q3 2022 | $1,208,000 | +14.5% | 60,585 | +17.4% | 0.86% | +6.3% |
| Q2 2022 | $1,055,000 | +60.8% | 51,595 | +64.4% | 0.81% | +78.2% |
| Q1 2022 | $656,000 | +55.8% | 31,391 | +63.3% | 0.45% | +59.3% |
| Q4 2021 | $421,000 | – | 19,225 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 694,154 | $13,959,437 | 7.29% |
| Kaye Capital Management | 687,013 | $13,815,827 | 6.33% |
| Virginia National Bank | 61,524 | $1,237,247 | 5.64% |
| Lido Advisors, LLC | 36,854,500 | $741,143,990 | 5.64% |
| Waycross Investment Management Co | 238,602 | $4,798,280 | 5.52% |
| AMJ Financial Wealth Management | 507,220 | $10,200,194 | 4.70% |
| Ironwood Wealth Management, LLC. | 571,986 | $11,502,638 | 4.69% |
| Sound Stewardship, LLC | 334,597 | $6,728,749 | 4.52% |
| Hudson Capital Management LLC | 553,070 | $11,122,240 | 4.43% |
| Red Spruce Capital, LLC | 384,290 | $7,728,072 | 4.39% |