INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,705 | +15.3% | 1,050,058 | +14.7% | 0.04% | +18.4% |
| Q2 2023 | $18,824 | +3.4% | 915,097 | +3.5% | 0.04% | 0.0% |
| Q1 2023 | $18,198 | +13.2% | 883,858 | +12.6% | 0.04% | -2.6% |
| Q4 2022 | $16,077 | -99.9% | 784,815 | +1.5% | 0.04% | -4.9% |
| Q3 2022 | $15,762,000 | +3.3% | 773,065 | +5.1% | 0.04% | +2.5% |
| Q2 2022 | $15,253,000 | +55.6% | 735,478 | +58.1% | 0.04% | +81.8% |
| Q1 2022 | $9,800,000 | +39.6% | 465,159 | +44.6% | 0.02% | +37.5% |
| Q4 2021 | $7,021,000 | +49.6% | 321,635 | +51.5% | 0.02% | +33.3% |
| Q3 2021 | $4,694,000 | +8.2% | 212,329 | +8.6% | 0.01% | +9.1% |
| Q2 2021 | $4,339,000 | -1.4% | 195,564 | -1.5% | 0.01% | -8.3% |
| Q1 2021 | $4,400,000 | +49.7% | 198,504 | +51.2% | 0.01% | +33.3% |
| Q4 2020 | $2,940,000 | -2.6% | 131,317 | -3.5% | 0.01% | -10.0% |
| Q3 2020 | $3,019,000 | +56.7% | 136,144 | +55.7% | 0.01% | +42.9% |
| Q2 2020 | $1,927,000 | +20.3% | 87,433 | +12.7% | 0.01% | 0.0% |
| Q1 2020 | $1,602,000 | +48.1% | 77,613 | +54.0% | 0.01% | +75.0% |
| Q4 2019 | $1,082,000 | +34.7% | 50,405 | +34.4% | 0.00% | +33.3% |
| Q3 2019 | $803,000 | +60.3% | 37,507 | +58.9% | 0.00% | +50.0% |
| Q2 2019 | $501,000 | +55.1% | 23,610 | +51.3% | 0.00% | +100.0% |
| Q1 2019 | $323,000 | – | 15,601 | – | 0.00% | – |
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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% |