INVESCO EXCH TRD SLF IDX FD's ticker is BSMT and the CUSIP is 46138J478. A total of 47 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $679,980 | -14.1% | 29,674 | -12.9% | 0.01% | -22.2% |
| Q1 2024 | $791,787 | -9.0% | 34,070 | -8.0% | 0.01% | -18.2% |
| Q4 2023 | $870,067 | +9.1% | 37,032 | +2.7% | 0.01% | 0.0% |
| Q3 2023 | $797,846 | -8.7% | 36,068 | -5.2% | 0.01% | -15.4% |
| Q2 2023 | $874,136 | +22.1% | 38,039 | +24.3% | 0.01% | +18.2% |
| Q1 2023 | $715,879 | +12.5% | 30,610 | +10.1% | 0.01% | 0.0% |
| Q4 2022 | $636,538 | +14.3% | 27,802 | +9.6% | 0.01% | 0.0% |
| Q3 2022 | $557,000 | – | 25,365 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 89,805 | $2,057,877 | 0.93% |
| Key FInancial Inc | 102,582 | $2,350,667 | 0.56% |
| PRECEDENT WEALTH PARTNERS, LLC | 58,577 | $1,342,292 | 0.54% |
| Hills Bank & Trust Co | 241,536 | $5,534,797 | 0.45% |
| FF Advisors,LLC | 23,966 | $549,181 | 0.39% |
| Cooksen Wealth, LLC | 15,203 | $348,377 | 0.35% |
| Horizons Wealth Management | 19,049 | $440,325 | 0.35% |
| Hobbs Group Advisors, LLC | 30,649 | $702,332 | 0.27% |
| Royal Harbor Partners, LLC | 18,167 | $416,297 | 0.17% |
| CGN Advisors LLC | 55,937 | $1,281,797 | 0.15% |