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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $275,906 | +0.5% | 13,400 | 0.0% | 0.07% | -2.9% |
| Q4 2022 | $274,500 | -41.2% | 13,400 | -41.5% | 0.07% | -46.9% |
| Q3 2022 | $467,000 | -1.7% | 22,900 | 0.0% | 0.13% | +3.2% |
| Q2 2022 | $475,000 | -1.7% | 22,900 | 0.0% | 0.12% | +21.6% |
| Q1 2022 | $483,000 | -3.4% | 22,900 | 0.0% | 0.10% | -8.9% |
| Q4 2021 | $500,000 | -1.2% | 22,900 | 0.0% | 0.11% | -0.9% |
| Q3 2021 | $506,000 | +1.2% | 22,900 | +1.6% | 0.11% | +56.9% |
| Q2 2021 | $500,000 | 0.0% | 22,550 | 0.0% | 0.07% | -41.9% |
| Q1 2021 | $500,000 | -1.0% | 22,550 | 0.0% | 0.12% | -10.1% |
| Q4 2020 | $505,000 | +59.8% | 22,550 | +82.6% | 0.14% | +40.8% |
| Q3 2020 | $316,000 | +16.2% | 12,350 | 0.0% | 0.10% | +5.4% |
| Q2 2020 | $272,000 | – | 12,350 | – | 0.09% | – |
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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% |