INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 79 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,278,505 | +4.1% | 53,260 | +5.6% | 0.00% | 0.0% |
| Q2 2023 | $1,228,144 | +53.4% | 50,437 | +54.6% | 0.00% | +100.0% |
| Q1 2023 | $800,516 | +359.1% | 32,621 | +355.0% | 0.00% | – |
| Q4 2022 | $174,358 | +1643.6% | 7,169 | +1683.3% | 0.00% | – |
| Q3 2022 | $10,000 | -81.8% | 402 | -81.3% | 0.00% | – |
| Q1 2021 | $55,000 | – | 2,145 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 15,465 | $402,000 | 0.19% |
| Beaumont Financial Partners, LLC | 87,690 | $2,279,000 | 0.17% |
| Key FInancial Inc | 10,330 | $270,000 | 0.15% |
| Asset Dedication, LLC | 13,807 | $359,000 | 0.05% |
| Carnegie Capital Asset Management, LLC | 41,682 | $1,083,000 | 0.04% |
| YHB Investment Advisors, Inc. | 10,130 | $263,000 | 0.02% |
| COOKSON PEIRCE & CO INC | 12,645 | $329,000 | 0.02% |
| Stratos Wealth Partners, LTD. | 24,786 | $644,000 | 0.02% |
| HHM Wealth Advisors, LLC | 1,965 | $51,000 | 0.01% |
| STEPHENS INC /AR/ | 11,225 | $292,000 | 0.00% |