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 | $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 ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 406,209 | $8,321,232 | 39.06% |
| Waycross Investment Management Co | 784,222 | $16,064,866 | 16.22% |
| Lido Advisors, LLC | 45,901,460 | $940,296,017 | 11.47% |
| Ironwood Wealth Management, LLC. | 1,022,120 | $20,938,231 | 8.74% |
| Astor Investment Management LLC | 1,154,950 | $23,659,261 | 7.23% |
| Hudson Capital Management LLC | 778,774 | $15,953,261 | 6.31% |
| Transparent Wealth Partners LLC | 378,764 | $7,759,016 | 6.07% |
| Virginia National Bank | 73,895 | $1,513,746 | 5.58% |
| Kaye Capital Management | 512,546 | $10,499,548 | 5.48% |
| Treasure Coast Financial Planning | 352,000 | $7,211,000 | 5.38% |