INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,532,930 | -4.6% | 73,983 | -5.0% | 1.10% | -2.7% |
| Q2 2023 | $1,607,403 | +5.3% | 77,878 | +5.3% | 1.13% | -3.1% |
| Q1 2023 | $1,526,525 | -17.6% | 73,960 | -17.9% | 1.16% | -18.4% |
| Q4 2022 | $1,852,228 | -7.3% | 90,089 | -8.1% | 1.43% | -18.3% |
| Q3 2022 | $1,999,000 | +2.1% | 98,034 | +4.0% | 1.75% | +9.2% |
| Q2 2022 | $1,957,000 | -3.3% | 94,281 | -2.5% | 1.60% | +0.5% |
| Q1 2022 | $2,023,000 | +1.7% | 96,699 | +3.9% | 1.59% | +6.1% |
| Q4 2021 | $1,989,000 | – | 93,082 | – | 1.50% | – |
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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% |