INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 65 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,201,450 | -1.4% | 50,050 | 0.0% | 0.16% | +3.2% |
| Q2 2023 | $1,218,718 | -0.8% | 50,050 | 0.0% | 0.15% | -7.8% |
| Q1 2023 | $1,228,227 | +100822.5% | 50,050 | 0.0% | 0.17% | -7.7% |
| Q4 2022 | $1,217 | -98.5% | 50,050 | +1372.1% | 0.18% | +1292.3% |
| Q3 2022 | $81,000 | +224.0% | 3,400 | +240.0% | 0.01% | +225.0% |
| Q2 2022 | $25,000 | – | 1,000 | – | 0.00% | – |
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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% |