INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 727,516 | $15,037,762 | 17.30% |
| Kaye Capital Management | 1,199,105 | $24,785,507 | 11.36% |
| Lido Advisors, LLC | 55,735,214 | $1,152,046,870 | 8.77% |
| Virginia National Bank | 70,111 | $1,449,194 | 6.61% |
| Treasure Coast Financial Planning | 368,870 | $7,624,533 | 5.29% |
| TruWealth Advisors, LLC | 2,901,680 | $59,977,719 | 5.16% |
| Sound Stewardship, LLC | 335,355 | $6,931,786 | 4.66% |
| Camelot Portfolios, LLC | 234,542 | $4,847,989 | 4.63% |
| KICKSTAND VENTURES, LLC. | 680,300 | $14,061,810 | 4.36% |
| S.E.E.D. Planning Group LLC | 501,465 | $10,365,282 | 4.00% |