INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. 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 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,235 | +5.1% | 21,434 | +5.7% | 0.01% | +14.3% |
| Q2 2023 | $502,435 | +6.5% | 20,284 | +7.0% | 0.01% | -12.5% |
| Q1 2023 | $471,785 | +1.5% | 18,950 | +0.9% | 0.01% | 0.0% |
| Q4 2022 | $464,756 | +18.3% | 18,778 | +16.3% | 0.01% | 0.0% |
| Q3 2022 | $393,000 | +7.1% | 16,143 | +9.3% | 0.01% | +14.3% |
| Q2 2022 | $367,000 | – | 14,765 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resonant Capital Advisors, LLC | 497,890 | $12,332,740 | 1.34% |
| Gateway Wealth Partners, LLC | 256,773 | $6,360,261 | 1.14% |
| DENVER WEALTH MANAGEMENT, INC. | 62,725 | $1,553,689 | 1.08% |
| Masso Torrence Wealth Management Inc. | 28,210 | $698,762 | 0.50% |
| Astoria Portfolio Advisors LLC. | 50,582 | $1,253,572 | 0.48% |
| DOVER ADVISORS, LLC | 20,000 | $495,400 | 0.44% |
| Sterling Financial Group, Inc. | 25,441 | $630,174 | 0.42% |
| Key FInancial Inc | 49,915 | $1,236,395 | 0.41% |
| Fortress Wealth Management, Inc. | 25,235 | $625,060 | 0.40% |
| Mirador Capital Partners LP | 58,000 | $1,436,660 | 0.34% |