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

INVESCO EXCH TRD SLF IDX FD's ticker is BSJQ and the CUSIP is 46138J635. A total of 80 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2022$300,000
-2.6%
13,699
-1.1%
0.03%
+3.6%
Q2 2022$308,000
-16.5%
13,858
-8.2%
0.03%0.0%
Q1 2022$369,000
-6.3%
15,088
-1.9%
0.03%
-3.4%
Q4 2021$394,000
-3.4%
15,377
-3.3%
0.03%
-6.5%
Q3 2021$408,000
-4.2%
15,906
-3.5%
0.03%
-3.1%
Q2 2021$426,000
-3.2%
16,489
-4.2%
0.03%
-13.5%
Q1 2021$440,000
-2.4%
17,207
-2.4%
0.04%
-7.5%
Q4 2020$451,00017,6270.04%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2022
NameSharesValueWeighting ↓
Legacy Financial Group LLC 332,416$8,126,0002.38%
Ironwood Financial, llc 328,499$8,030,0002.27%
Harrison & Co Wealth Management, LLC 98,611$2,411,0002.11%
Camelot Portfolios, LLC 165,604$4,048,0002.01%
BANTA ASSET MANAGEMENT LP 88,400$2,161,0001.74%
SFE Investment Counsel 113,150$2,766,0000.70%
4Thought Financial Group Inc. 26,142$639,0000.57%
IRON Financial LLC 43,221$1,057,0000.49%
Avestar Capital, LLC 77,780$1,901,0000.30%
Straight Path Wealth Management 14,146$346,0000.29%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders