Beaumont Financial Partners, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMQ and the CUSIP is 46138J510. A total of 45 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2022$1,747,000
-10.7%
73,911
-8.1%
0.16%
+5.4%
Q1 2022$1,956,000
-7.6%
80,418
-1.8%
0.15%
-3.2%
Q4 2021$2,117,000
-3.6%
81,867
-3.5%
0.15%
-8.9%
Q3 2021$2,195,000
-3.9%
84,843
-3.4%
0.17%
-2.9%
Q2 2021$2,283,000
-2.0%
87,846
-3.0%
0.17%
-11.7%
Q1 2021$2,329,000
-68.2%
90,596
-68.0%
0.20%
-69.7%
Q4 2020$7,318,000
+53.3%
282,750
+51.1%
0.65%
+42.5%
Q3 2020$4,774,000187,1270.46%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2022
NameSharesValueWeighting ↓
S.C. Financial Services, Inc. 48,104$1,130,9260.87%
Sterling Financial Group, Inc. 18,369$431,8550.33%
CGN Advisors LLC 70,101$1,648,0750.29%
Royal Harbor Partners, LLC 19,739$464,0640.29%
Resonant Capital Advisors, LLC 85,393$2,007,5890.25%
Masso Torrence Wealth Management Inc. 9,393$220,8290.18%
Asset Dedication, LLC 67,422$1,5820.16%
Paulson Wealth Management Inc. 13,849$325,5900.16%
Claro Advisors LLC 20,562$483,4130.16%
DENVER WEALTH MANAGEMENT, INC. 8,896$209,0000.16%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders