INVESCO EXCH TRD SLF IDX FD's ticker is BSMQ and the CUSIP is 46138J510. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,000 | +42.5% | 11,243 | +46.4% | 0.00% | – |
| Q2 2023 | $181,000 | +0.6% | 7,678 | +1.7% | 0.00% | – |
| Q1 2023 | $180,000 | -39.0% | 7,552 | -39.8% | 0.00% | – |
| Q4 2022 | $295,000 | +11.3% | 12,552 | +8.2% | 0.00% | – |
| Q3 2022 | $265,000 | -11.1% | 11,597 | -7.9% | 0.00% | – |
| Q2 2022 | $298,000 | +46.8% | 12,597 | +51.2% | 0.00% | – |
| Q1 2022 | $203,000 | -15.8% | 8,332 | -10.7% | 0.00% | – |
| Q4 2021 | $241,000 | +55.5% | 9,332 | +55.5% | 0.00% | – |
| Q3 2021 | $155,000 | -0.6% | 6,000 | 0.0% | 0.00% | – |
| Q2 2021 | $156,000 | -39.3% | 6,000 | -40.0% | 0.00% | – |
| Q1 2021 | $257,000 | -0.8% | 10,000 | 0.0% | 0.00% | – |
| Q4 2020 | $259,000 | +1.6% | 10,000 | 0.0% | 0.00% | – |
| Q3 2020 | $255,000 | +1.2% | 10,000 | 0.0% | 0.00% | – |
| Q2 2020 | $252,000 | – | 10,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.C. Financial Services, Inc. | 48,104 | $1,130,926 | 0.87% |
| Sterling Financial Group, Inc. | 18,369 | $431,855 | 0.33% |
| CGN Advisors LLC | 70,101 | $1,648,075 | 0.29% |
| Royal Harbor Partners, LLC | 19,739 | $464,064 | 0.29% |
| Resonant Capital Advisors, LLC | 85,393 | $2,007,589 | 0.25% |
| Masso Torrence Wealth Management Inc. | 9,393 | $220,829 | 0.18% |
| Asset Dedication, LLC | 67,422 | $1,582 | 0.16% |
| Paulson Wealth Management Inc. | 13,849 | $325,590 | 0.16% |
| Claro Advisors LLC | 20,562 | $483,413 | 0.16% |
| DENVER WEALTH MANAGEMENT, INC. | 8,896 | $209,000 | 0.16% |