INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,578,796 | +2.7% | 575,773 | +2.8% | 3.28% | +5.6% |
| Q2 2023 | $11,276,404 | +20.5% | 560,179 | +21.4% | 3.11% | +7.2% |
| Q1 2023 | $9,360,579 | +8.5% | 461,567 | +7.8% | 2.90% | +7.9% |
| Q4 2022 | $8,624,693 | +42.5% | 428,237 | +41.1% | 2.69% | +31.0% |
| Q3 2022 | $6,054,000 | +7.3% | 303,533 | +9.9% | 2.05% | +15.9% |
| Q2 2022 | $5,644,000 | -2.6% | 276,107 | -0.4% | 1.77% | +13.5% |
| Q1 2022 | $5,795,000 | +2841.6% | 277,147 | +2671.5% | 1.56% | +2736.4% |
| Q4 2018 | $197,000 | – | 10,000 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 694,154 | $13,959,437 | 7.29% |
| Kaye Capital Management | 687,013 | $13,815,827 | 6.33% |
| Virginia National Bank | 61,524 | $1,237,247 | 5.64% |
| Lido Advisors, LLC | 36,854,500 | $741,143,990 | 5.64% |
| Waycross Investment Management Co | 238,602 | $4,798,280 | 5.52% |
| AMJ Financial Wealth Management | 507,220 | $10,200,194 | 4.70% |
| Ironwood Wealth Management, LLC. | 571,986 | $11,502,638 | 4.69% |
| Sound Stewardship, LLC | 334,597 | $6,728,749 | 4.52% |
| Hudson Capital Management LLC | 553,070 | $11,122,240 | 4.43% |
| Red Spruce Capital, LLC | 384,290 | $7,728,072 | 4.39% |