INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 99 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $814,221 | +0.1% | 32,805 | -0.0% | 0.09% | -2.2% |
| Q1 2024 | $813,031 | -2.3% | 32,810 | -1.8% | 0.09% | -10.8% |
| Q4 2023 | $832,535 | +4.6% | 33,415 | +3.5% | 0.10% | -5.6% |
| Q3 2023 | $795,900 | +3.4% | 32,295 | +3.9% | 0.11% | +8.0% |
| Q2 2023 | $770,099 | +0.8% | 31,090 | +1.3% | 0.10% | 0.0% |
| Q1 2023 | $764,067 | +124747.5% | 30,690 | +24.1% | 0.10% | +20.5% |
| Q4 2022 | $612 | -99.9% | 24,725 | +29.5% | 0.08% | +23.9% |
| Q3 2022 | $465,000 | +156.9% | 19,100 | +162.7% | 0.07% | +168.0% |
| Q2 2022 | $181,000 | – | 7,270 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resonant Capital Advisors, LLC | 497,890 | $12,332,740 | 1.34% |
| Gateway Wealth Partners, LLC | 256,773 | $6,360,261 | 1.14% |
| DENVER WEALTH MANAGEMENT, INC. | 62,725 | $1,553,689 | 1.08% |
| Masso Torrence Wealth Management Inc. | 28,210 | $698,762 | 0.50% |
| Astoria Portfolio Advisors LLC. | 50,582 | $1,253,572 | 0.48% |
| DOVER ADVISORS, LLC | 20,000 | $495,400 | 0.44% |
| Sterling Financial Group, Inc. | 25,441 | $630,174 | 0.42% |
| Key FInancial Inc | 49,915 | $1,236,395 | 0.41% |
| Fortress Wealth Management, Inc. | 25,235 | $625,060 | 0.40% |
| Mirador Capital Partners LP | 58,000 | $1,436,660 | 0.34% |