INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 53 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,801,141 | +1.9% | 116,690 | +3.4% | 0.00% | 0.0% |
| Q2 2023 | $2,749,236 | +31.2% | 112,905 | +32.3% | 0.00% | 0.0% |
| Q1 2023 | $2,094,841 | +33.8% | 85,364 | +32.6% | 0.00% | +100.0% |
| Q4 2022 | $1,565,773 | +23.6% | 64,381 | +20.9% | 0.00% | 0.0% |
| Q3 2022 | $1,267,000 | +71.2% | 53,261 | +76.6% | 0.00% | 0.0% |
| Q2 2022 | $740,000 | +27.4% | 30,165 | +28.7% | 0.00% | – |
| Q1 2022 | $581,000 | – | 23,434 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 23,157 | $601,000 | 0.28% |
| Beaumont Financial Partners, LLC | 84,920 | $2,205,000 | 0.17% |
| Key FInancial Inc | 10,330 | $268,000 | 0.15% |
| Asset Dedication, LLC | 15,896 | $413,000 | 0.05% |
| 3D/L Capital Management, LLC | 8,051 | $209,000 | 0.05% |
| Carnegie Capital Asset Management, LLC | 42,832 | $1,112,000 | 0.04% |
| YHB Investment Advisors, Inc. | 9,780 | $254,000 | 0.02% |
| Stratos Wealth Partners, LTD. | 26,991 | $701,000 | 0.02% |
| COOKSON PEIRCE & CO INC | 11,125 | $289,000 | 0.02% |
| HHM Wealth Advisors, LLC | 1,965 | $51,000 | 0.01% |