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 | $11,742,669 | +2.5% | 568,102 | +2.0% | 3.33% | +5.3% |
| Q2 2023 | $11,461,790 | +19.6% | 557,209 | +19.7% | 3.16% | +6.5% |
| Q1 2023 | $9,583,184 | +8.2% | 465,429 | +7.6% | 2.97% | +7.5% |
| Q4 2022 | $8,859,826 | +43.4% | 432,501 | +42.7% | 2.76% | +31.9% |
| Q3 2022 | $6,180,000 | +7.9% | 303,110 | +9.7% | 2.10% | +16.6% |
| Q2 2022 | $5,728,000 | -2.1% | 276,201 | -0.6% | 1.80% | +14.0% |
| Q1 2022 | $5,852,000 | +2826.0% | 277,761 | +2677.6% | 1.58% | +2765.5% |
| Q4 2018 | $200,000 | – | 10,000 | – | 0.06% | – |
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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% |