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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |