INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,758,984 | -8.3% | 375,374 | -8.8% | 2.97% | -2.7% |
| Q2 2023 | $8,462,788 | -20.7% | 411,414 | -20.6% | 3.05% | -20.9% |
| Q1 2023 | $10,672,576 | +26.1% | 518,338 | +25.5% | 3.86% | -18.3% |
| Q4 2022 | $8,460,425 | -17.1% | 413,004 | -17.5% | 4.72% | +30.0% |
| Q3 2022 | $10,208,000 | -1.5% | 500,643 | +0.2% | 3.63% | -8.4% |
| Q2 2022 | $10,367,000 | +0.8% | 499,863 | +2.4% | 3.97% | +32.2% |
| Q1 2022 | $10,281,000 | -3.7% | 487,954 | -0.2% | 3.00% | -16.6% |
| Q4 2021 | $10,674,000 | – | 488,958 | – | 3.60% | – |
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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% |