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 53 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$1,801,000
-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 2022
NameSharesValueWeighting ↓
Smith & Howard Wealth Management, LLC 23,159$574,0000.24%
Beaumont Financial Partners, LLC 79,897$1,981,0000.15%
Asset Dedication, LLC 51,228$1,269,0000.14%
Key FInancial Inc 10,330$256,0000.13%
Carnegie Capital Asset Management, LLC 42,847$1,062,0000.04%
Stratos Wealth Partners, LTD. 50,125$1,243,0000.03%
YHB Investment Advisors, Inc. 9,180$228,0000.02%
COOKSON PEIRCE & CO INC 14,075$349,0000.02%
HHM Wealth Advisors, LLC 1,965$49,0000.01%
STEPHENS INC /AR/ 23,025$571,0000.01%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders