INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 178 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,885 | -0.1% | 17,498 | 0.0% | 0.02% | +15.4% |
| Q2 2023 | $352,235 | -0.7% | 17,498 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $354,859 | +0.7% | 17,498 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $352,410 | +1.3% | 17,498 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $348,000 | -2.5% | 17,498 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $357,000 | +6.2% | 17,498 | +8.6% | 0.02% | +23.1% |
| Q1 2022 | $336,000 | -4.5% | 16,105 | 0.0% | 0.01% | -27.8% |
| Q4 2021 | $352,000 | -2.0% | 16,105 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $359,303 | +0.7% | 16,105 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $356,726 | +41.4% | 16,105 | +44.4% | 0.02% | +17.6% |
| Q4 2020 | $252,325 | – | 11,150 | – | 0.02% | – |
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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% |