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 | $8,123,435 | -3.8% | 403,950 | -3.7% | 3.11% | +2.1% |
| Q2 2023 | $8,440,422 | -4.2% | 419,296 | -3.5% | 3.05% | -4.4% |
| Q1 2023 | $8,810,322 | +24.5% | 434,434 | +23.7% | 3.19% | -19.3% |
| Q4 2022 | $7,074,548 | -12.9% | 351,269 | -13.8% | 3.95% | +36.5% |
| Q3 2022 | $8,126,000 | +5.8% | 407,412 | +8.4% | 2.89% | -1.6% |
| Q2 2022 | $7,681,000 | +0.3% | 375,795 | +2.6% | 2.94% | +31.4% |
| Q1 2022 | $7,660,000 | -5.4% | 366,318 | -0.9% | 2.24% | -18.1% |
| Q4 2021 | $8,093,000 | – | 369,564 | – | 2.73% | – |
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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% |