INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 308 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $810,554 | -6.1% | 40,306 | -5.7% | 0.43% | -6.6% |
| Q2 2023 | $863,391 | -0.8% | 42,721 | -0.4% | 0.46% | -7.3% |
| Q1 2023 | $869,992 | -0.3% | 42,899 | -0.0% | 0.49% | -6.6% |
| Q4 2022 | $872,320 | +11.5% | 42,908 | +8.9% | 0.53% | +2.1% |
| Q3 2022 | $782,000 | +15.5% | 39,407 | +18.9% | 0.52% | +7.3% |
| Q2 2022 | $677,000 | -4.6% | 33,134 | -4.1% | 0.48% | -2.6% |
| Q1 2022 | $710,000 | -4.6% | 34,537 | -1.3% | 0.49% | +3.6% |
| Q4 2021 | $744,000 | – | 35,005 | – | 0.48% | – |
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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% |