INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 12 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | 781,891 | $16,099,131 | 16.11% |
| Lido Advisors, LLC | 47,049,884 | $968,757,109 | 9.42% |
| Ironwood Wealth Management, LLC. | 1,110,615 | $22,867,573 | 9.03% |
| Kaye Capital Management | 840,484 | $17,305,570 | 8.82% |
| Astor Investment Management LLC | 1,090,335 | $22,450 | 7.25% |
| Virginia National Bank | 80,622 | $1,660,006 | 5.84% |
| Transparent Wealth Partners LLC | 382,430 | $7,874,224 | 5.76% |
| Treasure Coast Financial Planning | 366,907 | $7,554,605 | 5.28% |
| IMA Wealth, Inc. | 989,374 | $20,371,216 | 5.25% |
| Sound Stewardship, LLC | 332,970 | $6,855,856 | 4.61% |