INVESCO EXCH TRD SLF IDX FD's ticker is BSMM and the CUSIP is 46138J551. A total of 27 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $370,000 | -19.4% | 14,624 | -19.4% | 0.00% | – |
| Q2 2022 | $459,000 | -12.7% | 18,139 | -12.8% | 0.00% | – |
| Q1 2022 | $526,000 | +2.1% | 20,805 | +2.6% | 0.00% | – |
| Q4 2021 | $515,000 | +21.2% | 20,283 | +21.1% | 0.00% | – |
| Q3 2021 | $425,000 | +5.5% | 16,745 | +5.7% | 0.00% | – |
| Q2 2021 | $403,000 | -2.4% | 15,846 | -2.4% | 0.00% | – |
| Q1 2021 | $413,000 | -11.9% | 16,232 | -11.9% | 0.00% | – |
| Q4 2020 | $469,000 | +0.2% | 18,431 | 0.0% | 0.00% | – |
| Q3 2020 | $468,000 | +8.3% | 18,431 | +7.5% | 0.00% | – |
| Q2 2020 | $432,000 | +1.6% | 17,148 | +0.3% | 0.00% | – |
| Q1 2020 | $425,000 | -7.6% | 17,090 | -6.9% | 0.00% | – |
| Q4 2019 | $460,000 | – | 18,356 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCS Wealth Management | 197,382 | $4,989,000 | 2.07% |
| Key FInancial Inc | 16,842 | $426,000 | 0.21% |
| American Institute for Advanced Investment Management, LLP | 9,625 | $243,000 | 0.18% |
| Beaumont Financial Partners, LLC | 88,697 | $2,242,000 | 0.17% |
| Asset Dedication, LLC | 60,357 | $1,525,000 | 0.17% |
| TLWM | 9,880 | $250,000 | 0.09% |
| Mirador Capital Partners LP | 12,380 | $313,000 | 0.06% |
| Apollon Wealth Management, LLC | 19,175 | $485,000 | 0.03% |
| Carnegie Capital Asset Management, LLC | 34,940 | $883,000 | 0.03% |
| Cornerstone Wealth Management, LLC | 9,632 | $243,000 | 0.02% |