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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,836,977 | +340.5% | 475,906 | +338.4% | 0.00% | – |
| Q2 2023 | $2,233,141 | -13.2% | 108,563 | -13.1% | 0.00% | – |
| Q1 2023 | $2,573,000 | +93634.1% | 124,987 | -6.7% | 0.00% | – |
| Q4 2022 | $2,745 | -99.9% | 134,011 | +14.2% | 0.00% | – |
| Q3 2022 | $2,392,000 | +22.8% | 117,321 | +24.9% | 0.00% | – |
| Q2 2022 | $1,948,000 | -28.1% | 93,924 | -27.0% | 0.00% | – |
| Q1 2022 | $2,711,000 | +4.9% | 128,671 | +8.7% | 0.00% | – |
| Q4 2021 | $2,584,000 | +1.2% | 118,357 | +2.5% | 0.00% | – |
| Q3 2021 | $2,554,000 | -2.3% | 115,508 | -2.0% | 0.00% | – |
| Q2 2021 | $2,614,000 | +41.3% | 117,820 | +41.2% | 0.00% | – |
| Q1 2021 | $1,850,000 | +16.6% | 83,449 | +17.8% | 0.00% | – |
| Q4 2020 | $1,586,000 | +8.5% | 70,854 | +7.5% | 0.00% | – |
| Q3 2020 | $1,462,000 | +110.4% | 65,930 | +109.1% | 0.00% | – |
| Q2 2020 | $695,000 | +124.9% | 31,529 | +110.9% | 0.00% | – |
| Q1 2020 | $309,000 | -3.7% | 14,951 | 0.0% | 0.00% | – |
| Q4 2019 | $321,000 | +60.5% | 14,951 | +60.0% | 0.00% | – |
| Q3 2019 | $200,000 | – | 9,347 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 727,516 | $15,037,762 | 17.30% |
| Kaye Capital Management | 1,199,105 | $24,785,507 | 11.36% |
| Lido Advisors, LLC | 55,735,214 | $1,152,046,870 | 8.77% |
| Virginia National Bank | 70,111 | $1,449,194 | 6.61% |
| Treasure Coast Financial Planning | 368,870 | $7,624,533 | 5.29% |
| TruWealth Advisors, LLC | 2,901,680 | $59,977,719 | 5.16% |
| Sound Stewardship, LLC | 335,355 | $6,931,786 | 4.66% |
| Camelot Portfolios, LLC | 234,542 | $4,847,989 | 4.63% |
| KICKSTAND VENTURES, LLC. | 680,300 | $14,061,810 | 4.36% |
| S.E.E.D. Planning Group LLC | 501,465 | $10,365,282 | 4.00% |