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

INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 28 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2022$1,801,000
-9.1%
73,410
-8.1%
0.16%
+7.3%
Q1 2022$1,981,000
-6.8%
79,897
-2.5%
0.15%
-1.9%
Q4 2021$2,126,000
-3.6%
81,970
-3.5%
0.15%
-9.4%
Q3 2021$2,205,000
-3.2%
84,920
-3.2%
0.17%
-2.3%
Q2 2021$2,279,000
-2.1%
87,690
-2.8%
0.17%
-11.7%
Q1 2021$2,327,000
+80.9%
90,189
+82.1%
0.20%
+72.8%
Q4 2020$1,286,00049,5210.11%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2021
NameSharesValueWeighting ↓
DENVER WEALTH MANAGEMENT, INC. 55,604$1,334,7740.86%
Gateway Wealth Partners, LLC 178,833$4,292,8820.77%
Horizons Wealth Management 32,305$775,4780.56%
Key FInancial Inc 60,985$1,463,9450.49%
WESPAC Advisors, LLC 25,512$612,4160.46%
Sterling Financial Group, Inc. 30,008$720,3420.45%
Astoria Portfolio Advisors LLC. 35,692$854,3620.41%
Masso Torrence Wealth Management Inc. 22,111$530,7750.41%
Fortress Wealth Management, Inc. 25,370$609,0010.39%
CGN Advisors LLC 92,886$2,229,7290.30%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders