INVESCO EXCH TRD SLF IDX FD's ticker is BSMN and the CUSIP is 46138J544. A total of 31 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205 | -10.1% | 8,172 | -10.1% | 0.01% | -7.1% |
| Q2 2023 | $228 | +0.9% | 9,093 | +1.1% | 0.01% | -6.7% |
| Q4 2022 | $226 | -99.9% | 8,994 | +3.4% | 0.02% | 0.0% |
| Q3 2022 | $215,000 | -30.6% | 8,695 | -29.4% | 0.02% | -28.6% |
| Q2 2022 | $310,000 | -12.2% | 12,312 | -12.0% | 0.02% | 0.0% |
| Q1 2022 | $353,000 | -9.5% | 13,991 | -8.2% | 0.02% | -4.5% |
| Q4 2021 | $390,000 | -32.8% | 15,241 | -32.6% | 0.02% | -37.1% |
| Q3 2021 | $580,000 | -11.7% | 22,627 | -11.7% | 0.04% | -14.6% |
| Q2 2021 | $657,000 | +85.6% | 25,622 | +85.3% | 0.04% | +78.3% |
| Q1 2021 | $354,000 | +19.6% | 13,827 | +19.6% | 0.02% | +15.0% |
| Q4 2020 | $296,000 | – | 11,560 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 128,775 | $3,300,000 | 0.85% |
| Key FInancial Inc | 13,515 | $346,000 | 0.23% |
| BCS Wealth Management | 18,489 | $474,000 | 0.22% |
| Barnett & Company, Inc. | 6,000 | $154,000 | 0.08% |
| TLWM | 7,868 | $202,000 | 0.08% |
| Carnegie Capital Asset Management, LLC | 47,700 | $1,222,000 | 0.05% |
| HHM Wealth Advisors, LLC | 2,965 | $76,000 | 0.02% |
| COOKSON PEIRCE & CO INC | 13,827 | $354,000 | 0.02% |
| YHB Investment Advisors, Inc. | 10,150 | $261,000 | 0.02% |
| AdvisorNet Financial, Inc | 7,923 | $203,000 | 0.01% |