INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 305 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,935,856 | +1.6% | 245,443 | +1.7% | 3.35% | +0.3% |
| Q2 2023 | $4,859,370 | +7.1% | 241,399 | +7.9% | 3.34% | -7.6% |
| Q1 2023 | $4,538,222 | +9.2% | 223,778 | +8.4% | 3.61% | -9.4% |
| Q4 2022 | $4,156,925 | +323.3% | 206,401 | +319.4% | 3.98% | +351.6% |
| Q3 2022 | $982,000 | +6.2% | 49,216 | +8.8% | 0.88% | -2.6% |
| Q2 2022 | $925,000 | +23.5% | 45,239 | +26.4% | 0.91% | +42.9% |
| Q1 2022 | $749,000 | +19.1% | 35,804 | +24.8% | 0.63% | +15.7% |
| Q4 2021 | $629,000 | – | 28,699 | – | 0.55% | – |
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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% |