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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,876,751 | +5.7% | 674,611 | +5.8% | 2.96% | +18.9% |
| Q1 2023 | $13,131,988 | +19.3% | 637,785 | +18.7% | 2.49% | +11.5% |
| Q4 2022 | $11,003,614 | +2246.2% | 537,152 | +2234.6% | 2.23% | +2156.6% |
| Q3 2022 | $469,000 | +18.1% | 23,008 | +20.2% | 0.10% | +16.5% |
| Q2 2022 | $397,000 | +40.8% | 19,145 | +42.6% | 0.08% | +66.7% |
| Q1 2022 | $282,000 | -48.0% | 13,423 | -46.0% | 0.05% | -52.8% |
| Q4 2021 | $542,000 | – | 24,853 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 406,209 | $8,321,232 | 39.06% |
| Waycross Investment Management Co | 784,222 | $16,064,866 | 16.22% |
| Lido Advisors, LLC | 45,901,460 | $940,296,017 | 11.47% |
| Ironwood Wealth Management, LLC. | 1,022,120 | $20,938,231 | 8.74% |
| Astor Investment Management LLC | 1,154,950 | $23,659,261 | 7.23% |
| Hudson Capital Management LLC | 778,774 | $15,953,261 | 6.31% |
| Transparent Wealth Partners LLC | 378,764 | $7,759,016 | 6.07% |
| Virginia National Bank | 73,895 | $1,513,746 | 5.58% |
| Kaye Capital Management | 512,546 | $10,499,548 | 5.48% |
| Treasure Coast Financial Planning | 352,000 | $7,211,000 | 5.38% |