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 | $2,662 | +0.2% | 128,809 | -0.3% | 0.19% | +3.3% |
Q2 2023 | $2,657 | -9.9% | 129,164 | -9.9% | 0.18% | -14.3% |
Q1 2023 | $2,950 | +1.8% | 143,291 | +1.3% | 0.21% | -3.7% |
Q4 2022 | $2,899 | -99.9% | 141,501 | +2.6% | 0.22% | -2.2% |
Q3 2022 | $2,811,000 | +2.7% | 137,868 | +4.5% | 0.22% | +6.7% |
Q2 2022 | $2,736,000 | +23.7% | 131,924 | +25.6% | 0.21% | +37.5% |
Q1 2022 | $2,212,000 | +8.3% | 105,006 | +12.3% | 0.15% | +11.8% |
Q4 2021 | $2,042,000 | -1.5% | 93,520 | -0.2% | 0.14% | -11.7% |
Q3 2021 | $2,073,000 | +9.8% | 93,745 | +10.1% | 0.15% | 0.0% |
Q2 2021 | $1,888,000 | 0.0% | 85,175 | 0.0% | 0.15% | 0.0% |
Q1 2021 | $1,888,000 | +5.4% | 85,175 | +6.5% | 0.15% | -0.6% |
Q4 2020 | $1,791,000 | +26.1% | 80,010 | +24.9% | 0.16% | +26.0% |
Q3 2020 | $1,420,000 | +83.9% | 64,035 | +82.8% | 0.12% | +64.0% |
Q2 2020 | $772,000 | +58.2% | 35,035 | +48.4% | 0.08% | +31.6% |
Q1 2020 | $488,000 | +32.2% | 23,615 | +37.5% | 0.06% | +62.9% |
Q4 2019 | $369,000 | – | 17,175 | – | 0.04% | – |
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% |