INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 235 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,750 | -19.0% | 16,582 | -19.4% | 0.00% | 0.0% |
| Q2 2023 | $423,372 | -34.6% | 20,582 | -34.5% | 0.00% | -40.0% |
| Q1 2023 | $646,897 | -13.6% | 31,418 | -14.1% | 0.01% | -16.7% |
| Q4 2022 | $749,000 | -3.1% | 36,563 | -3.6% | 0.01% | -14.3% |
| Q3 2022 | $773,000 | +3.9% | 37,926 | +5.8% | 0.01% | +16.7% |
| Q2 2022 | $744,000 | -2.9% | 35,859 | -1.3% | 0.01% | +20.0% |
| Q1 2022 | $766,000 | +44.0% | 36,346 | +49.2% | 0.01% | +66.7% |
| Q4 2021 | $532,000 | -22.2% | 24,367 | -21.3% | 0.00% | -40.0% |
| Q3 2021 | $684,000 | -32.8% | 30,953 | -32.5% | 0.01% | -37.5% |
| Q2 2021 | $1,018,000 | +18.9% | 45,855 | +18.8% | 0.01% | 0.0% |
| Q1 2021 | $856,000 | +11.3% | 38,602 | +12.4% | 0.01% | 0.0% |
| Q4 2020 | $769,000 | -4.2% | 34,356 | -5.1% | 0.01% | -11.1% |
| Q3 2020 | $803,000 | +24.9% | 36,198 | +24.1% | 0.01% | +12.5% |
| Q2 2020 | $643,000 | +4.6% | 29,161 | -2.0% | 0.01% | -11.1% |
| Q1 2020 | $615,000 | +7.3% | 29,767 | +11.6% | 0.01% | +50.0% |
| Q4 2019 | $573,000 | +12.4% | 26,667 | +11.1% | 0.01% | 0.0% |
| Q3 2019 | $510,000 | -4.9% | 23,992 | -4.9% | 0.01% | 0.0% |
| Q2 2019 | $536,000 | +0.9% | 25,227 | -1.4% | 0.01% | -14.3% |
| Q1 2019 | $531,000 | +10.4% | 25,591 | +6.3% | 0.01% | 0.0% |
| Q4 2018 | $481,000 | -0.6% | 24,068 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $484,000 | +5.7% | 24,068 | +5.4% | 0.01% | 0.0% |
| Q2 2018 | $458,000 | – | 22,833 | – | 0.01% | – |
Download | ||||||
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% |