INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 26 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,847,000 | -2.1% | 118,594 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $2,908,000 | +6.5% | 119,428 | +7.3% | 0.00% | 0.0% |
| Q1 2023 | $2,731,000 | +155.2% | 111,268 | +152.8% | 0.00% | – |
| Q4 2022 | $1,070,000 | -1.2% | 44,013 | -3.3% | 0.00% | – |
| Q3 2022 | $1,083,000 | -7.1% | 45,495 | -4.3% | 0.00% | – |
| Q2 2022 | $1,166,000 | +1127.4% | 47,519 | +1142.7% | 0.00% | – |
| Q1 2022 | $95,000 | -24.6% | 3,824 | -21.1% | 0.00% | – |
| Q4 2021 | $126,000 | +223.1% | 4,848 | +223.2% | 0.00% | – |
| Q3 2021 | $39,000 | 0.0% | 1,500 | 0.0% | 0.00% | – |
| Q2 2021 | $39,000 | +200.0% | 1,500 | +200.0% | 0.00% | – |
| Q1 2021 | $13,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 15,465 | $402,000 | 0.19% |
| Beaumont Financial Partners, LLC | 87,690 | $2,279,000 | 0.17% |
| Key FInancial Inc | 10,330 | $270,000 | 0.15% |
| Asset Dedication, LLC | 13,807 | $359,000 | 0.05% |
| Carnegie Capital Asset Management, LLC | 41,682 | $1,083,000 | 0.04% |
| YHB Investment Advisors, Inc. | 10,130 | $263,000 | 0.02% |
| COOKSON PEIRCE & CO INC | 12,645 | $329,000 | 0.02% |
| Stratos Wealth Partners, LTD. | 24,786 | $644,000 | 0.02% |
| HHM Wealth Advisors, LLC | 1,965 | $51,000 | 0.01% |
| STEPHENS INC /AR/ | 11,225 | $292,000 | 0.00% |