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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,109,408 | +1.1% | 247,190 | +0.6% | 3.46% | -0.2% |
| Q2 2023 | $5,055,752 | +7.0% | 245,783 | +7.1% | 3.47% | -7.7% |
| Q1 2023 | $4,725,804 | +7.8% | 229,519 | +7.3% | 3.76% | -10.5% |
| Q4 2022 | $4,383,388 | +328.1% | 213,979 | +325.9% | 4.20% | +356.5% |
| Q3 2022 | $1,024,000 | +10.0% | 50,245 | +12.0% | 0.92% | +0.9% |
| Q2 2022 | $931,000 | +11.8% | 44,870 | +13.5% | 0.91% | +29.2% |
| Q1 2022 | $833,000 | +33.1% | 39,528 | +37.8% | 0.71% | +29.3% |
| Q4 2021 | $626,000 | – | 28,694 | – | 0.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 406,209 | $8,321,232 | 39.06% |
| Waycross Investment Management Co | 784,222 | $16,064,866 | 16.22% |
| Lido Advisors, LLC | 45,901,460 | $940,296,017 | 11.47% |
| Ironwood Wealth Management, LLC. | 1,022,120 | $20,938,231 | 8.74% |
| Astor Investment Management LLC | 1,154,950 | $23,659,261 | 7.23% |
| Hudson Capital Management LLC | 778,774 | $15,953,261 | 6.31% |
| Transparent Wealth Partners LLC | 378,764 | $7,759,016 | 6.07% |
| Virginia National Bank | 73,895 | $1,513,746 | 5.58% |
| Kaye Capital Management | 512,546 | $10,499,548 | 5.48% |
| Treasure Coast Financial Planning | 352,000 | $7,211,000 | 5.38% |