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 | $1,326,852 | +39.1% | 64,192 | +38.4% | 0.01% | +44.4% |
| Q2 2023 | $954,062 | +990.0% | 46,381 | +991.1% | 0.01% | +800.0% |
| Q1 2023 | $87,529 | +0.5% | 4,251 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $87,082 | -9.3% | 4,251 | -9.7% | 0.00% | 0.0% |
| Q3 2022 | $96,000 | +9.1% | 4,709 | +10.8% | 0.00% | 0.0% |
| Q2 2022 | $88,000 | +12.8% | 4,251 | +14.9% | 0.00% | 0.0% |
| Q1 2022 | $78,000 | -50.9% | 3,701 | -49.2% | 0.00% | 0.0% |
| Q4 2021 | $159,000 | +93.9% | 7,291 | +97.1% | 0.00% | 0.0% |
| Q3 2021 | $82,000 | – | 3,700 | – | 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% |