INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 206 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,237,447 | +5.7% | 161,147 | +6.4% | 2.32% | +7.9% |
| Q2 2023 | $3,062,319 | +19.8% | 151,525 | +20.7% | 2.15% | +10.3% |
| Q1 2023 | $2,555,560 | +54.0% | 125,519 | +52.8% | 1.95% | +52.3% |
| Q4 2022 | $1,659,934 | +150.0% | 82,134 | +146.6% | 1.28% | +120.3% |
| Q3 2022 | $664,000 | -2.1% | 33,301 | +0.6% | 0.58% | +4.7% |
| Q2 2022 | $678,000 | +74.7% | 33,112 | +76.3% | 0.55% | +81.6% |
| Q1 2022 | $388,000 | -2.8% | 18,778 | +0.3% | 0.30% | +1.3% |
| Q4 2021 | $399,000 | – | 18,726 | – | 0.30% | – |
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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% |