INVESCO EXCH TRD SLF IDX FD's ticker is BSMQ and the CUSIP is 46138J510. 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 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,099 | -29.3% | 19,839 | -27.7% | 0.01% | -22.2% |
| Q2 2023 | $645,373 | +53.4% | 27,451 | +55.2% | 0.01% | +28.6% |
| Q1 2023 | $420,719 | +15.9% | 17,685 | +14.5% | 0.01% | +16.7% |
| Q4 2022 | $363,065 | +6.2% | 15,443 | +3.0% | 0.01% | -14.3% |
| Q3 2022 | $342,000 | -13.2% | 14,992 | -9.9% | 0.01% | -12.5% |
| Q2 2022 | $394,000 | – | 16,647 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Wealth Partners, LLC | 112,171 | $2,578,809 | 0.46% |
| Key FInancial Inc | 58,513 | $1,345,214 | 0.45% |
| Sterling Financial Group, Inc. | 30,957 | $711,701 | 0.45% |
| WESPAC Advisors, LLC | 25,558 | $587,578 | 0.44% |
| Astoria Portfolio Advisors LLC. | 37,364 | $855,998 | 0.41% |
| Fortress Wealth Management, Inc. | 25,419 | $584,390 | 0.38% |
| CGN Advisors LLC | 88,821 | $2,041,995 | 0.28% |
| Royal Harbor Partners, LLC | 19,739 | $453,800 | 0.24% |
| Resonant Capital Advisors, LLC | 90,020 | $2,069,560 | 0.22% |
| Masso Torrence Wealth Management Inc. | 11,953 | $274,799 | 0.21% |