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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |