INVESCO EXCH TRD SLF IDX FD's ticker is BSMU and the CUSIP is 46138J445. A total of 44 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $494,043 | -1.6% | 22,692 | 0.0% | 0.01% | -16.7% |
| Q1 2024 | $501,947 | -5.5% | 22,692 | -4.2% | 0.01% | -14.3% |
| Q4 2023 | $531,175 | +0.9% | 23,692 | -6.0% | 0.01% | -12.5% |
| 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 | 177,185 | $3,919,333 | 3.16% |
| Pineridge Advisors LLC | 89,416 | $1,977,897 | 0.70% |
| Insight Wealth Partners, LLC | 137,870 | $3,049,684 | 0.52% |
| Key FInancial Inc | 85,300 | $1,886,836 | 0.48% |
| PRECEDENT WEALTH PARTNERS, LLC | 50,005 | $1,106,111 | 0.48% |
| Legacy Private Trust Co. | 133,165 | $2,945,609 | 0.22% |
| CGN Advisors LLC | 67,178 | $1,485,977 | 0.19% |
| Sterling Financial Group, Inc. | 17,846 | $394,754 | 0.19% |
| Addison Advisors LLC | 24,525 | $542,493 | 0.19% |
| Arlington Capital Management, Inc. | 9,325 | $206,269 | 0.17% |