INVESCO EXCH TRD SLF IDX FD's ticker is BSMM and the CUSIP is 46138J551. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 213,094 | $5,414,000 | 2.88% |
| Key FInancial Inc | 16,842 | $429,000 | 0.24% |
| Beaumont Financial Partners, LLC | 97,691 | $2,482,000 | 0.19% |
| Barnett & Company, Inc. | 6,000 | $152,000 | 0.10% |
| Mirador Capital Partners LP | 12,380 | $315,000 | 0.07% |
| Carnegie Capital Asset Management, LLC | 50,130 | $1,274,000 | 0.05% |
| COOKSON PEIRCE & CO INC | 25,883 | $658,000 | 0.04% |
| Asset Dedication, LLC | 6,546 | $167,000 | 0.02% |
| HHM Wealth Advisors, LLC | 2,975 | $76,000 | 0.02% |
| AdvisorNet Financial, Inc | 7,373 | $187,000 | 0.01% |