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 | $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 ↓ |
|---|---|---|---|
| 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% |