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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,286,000 | – | 49,521 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 23,157 | $601,000 | 0.28% |
| Beaumont Financial Partners, LLC | 84,920 | $2,205,000 | 0.17% |
| Key FInancial Inc | 10,330 | $268,000 | 0.15% |
| Asset Dedication, LLC | 15,896 | $413,000 | 0.05% |
| 3D/L Capital Management, LLC | 8,051 | $209,000 | 0.05% |
| Carnegie Capital Asset Management, LLC | 42,832 | $1,112,000 | 0.04% |
| YHB Investment Advisors, Inc. | 9,780 | $254,000 | 0.02% |
| Stratos Wealth Partners, LTD. | 26,991 | $701,000 | 0.02% |
| COOKSON PEIRCE & CO INC | 11,125 | $289,000 | 0.02% |
| HHM Wealth Advisors, LLC | 1,965 | $51,000 | 0.01% |