INVESCO EXCH TRD SLF IDX FD's ticker is BSMU and the CUSIP is 46138J445. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,428 | +74.9% | 25,200 | +83.9% | 0.01% | +100.0% |
| Q2 2023 | $300,923 | -1.2% | 13,700 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $304,551 | +2.6% | 13,700 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $296,939 | +47.7% | 13,700 | +41.2% | 0.01% | +25.0% |
| Q3 2022 | $201,000 | – | 9,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 152,159 | $3,178,595 | 3.15% |
| Insight Wealth Partners, LLC | 171,495 | $3,582,531 | 0.69% |
| Key FInancial Inc | 71,700 | $1,497,813 | 0.50% |
| Sterling Financial Group, Inc. | 29,537 | $617,028 | 0.39% |
| CGN Advisors LLC | 95,326 | $1,991,360 | 0.27% |
| Addison Advisors LLC | 16,670 | $348,237 | 0.16% |
| Legacy Private Trust Co. | 61,807 | $1,291,148 | 0.11% |
| Atlantic Union Bankshares Corp | 50,756 | $1,060,293 | 0.11% |
| FLOW TRADERS U.S. LLC | 28,674 | $599 | 0.03% |
| Asset Dedication, LLC | 11,948 | $251 | 0.02% |