Legacy Private Trust Co. - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMU and the CUSIP is 46138J445. A total of 28 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$1,291,148
+77.9%
61,807
+87.1%
0.11%
+85.0%
Q2 2023$725,642
+188.2%
33,036
+191.7%
0.06%
+185.7%
Q1 2023$251,75411,3250.02%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2023
NameSharesValueWeighting ↓
Insight Wealth Partners, LLC 195,254$4,340,4960.97%
CGN Advisors LLC 82,475$1,833,4190.29%
Sterling Financial Group, Inc. 13,520$293,0380.22%
FOCUS Wealth Advisors, LLC 15,053$334,6280.22%
Key FInancial Inc 12,400$275,6520.10%
Gradient Capital Advisors, LLC 9,381$208,5400.09%
Atlantic Union Bankshares Corp 20,197$448,9800.05%
Asset Dedication, LLC 10,313$2280.02%
Legacy Private Trust Co. 11,325$251,7540.02%
AE Wealth Management LLC 68,314$1,518,6220.01%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders