INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 361 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,832,304 | +5.9% | 88,646 | +5.4% | 1.20% | +7.0% |
| Q2 2023 | $1,729,422 | +9.9% | 84,075 | +10.0% | 1.12% | +15.3% |
| Q1 2023 | $1,573,421 | -0.9% | 76,417 | -1.4% | 0.98% | -6.7% |
| Q4 2022 | $1,587,692 | -6.9% | 77,505 | -7.3% | 1.04% | -13.8% |
| Q3 2022 | $1,705,000 | +12.8% | 83,640 | +14.8% | 1.21% | +4.7% |
| Q2 2022 | $1,512,000 | +35.2% | 72,886 | +37.3% | 1.16% | +49.7% |
| Q1 2022 | $1,118,000 | +2.6% | 53,073 | +6.3% | 0.77% | +5.0% |
| Q4 2021 | $1,090,000 | +75.5% | 49,915 | +77.8% | 0.74% | +35.2% |
| Q3 2021 | $621,000 | +4.0% | 28,078 | +4.4% | 0.54% | -11.1% |
| Q2 2021 | $597,000 | – | 26,906 | – | 0.61% | – |
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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% |