INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 361 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $868,872 | -16.9% | 42,035 | -17.3% | 0.25% | -12.5% |
| Q2 2023 | $1,045,000 | -3.3% | 50,802 | -3.2% | 0.29% | -5.6% |
| Q1 2023 | $1,080,812 | +24.7% | 52,492 | +24.0% | 0.30% | +18.3% |
| Q4 2022 | $866,917 | -44.0% | 42,319 | -44.3% | 0.26% | -48.2% |
| Q3 2022 | $1,549,000 | +8.4% | 75,974 | +10.3% | 0.50% | +17.5% |
| Q2 2022 | $1,429,000 | +5.3% | 68,909 | +7.0% | 0.42% | +16.3% |
| Q1 2022 | $1,357,000 | +11.6% | 64,389 | +15.6% | 0.36% | +14.5% |
| Q4 2021 | $1,216,000 | +37.2% | 55,710 | +39.0% | 0.32% | +28.3% |
| Q3 2021 | $886,000 | +12.0% | 40,078 | +12.4% | 0.25% | +12.3% |
| Q2 2021 | $791,000 | +7.2% | 35,647 | +7.1% | 0.22% | +3.3% |
| Q1 2021 | $738,000 | +19.0% | 33,283 | +20.2% | 0.21% | -4.5% |
| Q4 2020 | $620,000 | +26.8% | 27,695 | +25.6% | 0.22% | +18.6% |
| Q3 2020 | $489,000 | +39.3% | 22,044 | +38.6% | 0.19% | +29.7% |
| Q2 2020 | $351,000 | +24.0% | 15,905 | +15.9% | 0.14% | +9.0% |
| Q1 2020 | $283,000 | +25.2% | 13,720 | +30.2% | 0.13% | +51.1% |
| Q4 2019 | $226,000 | – | 10,541 | – | 0.09% | – |
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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% |