INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 230 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,754 | +0.5% | 15,663 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $322,188 | +2.3% | 15,663 | +2.4% | 0.01% | 0.0% |
| Q1 2023 | $315,006 | +0.5% | 15,299 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $313,402 | +0.8% | 15,299 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $311,000 | -1.9% | 15,299 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $317,000 | +8.2% | 15,299 | +9.9% | 0.01% | +16.7% |
| Q1 2022 | $293,000 | -3.3% | 13,924 | 0.0% | 0.01% | -20.0% |
| Q4 2021 | $303,000 | -1.9% | 13,924 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $308,974 | +0.1% | 13,924 | 0.0% | 0.02% | -16.7% |
| Q1 2021 | $308,695 | +53.6% | 13,924 | +55.2% | 0.02% | +38.5% |
| Q4 2020 | $200,928 | – | 8,974 | – | 0.01% | – |
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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% |