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

INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 77 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2022$305,000
-3.8%
14,001
-3.1%
0.03%
+3.6%
Q2 2022$317,000
-15.2%
14,454
-8.2%
0.03%0.0%
Q1 2022$374,000
-5.1%
15,742
-1.9%
0.03%
-3.4%
Q4 2021$394,000
-3.4%
16,048
-3.3%
0.03%
-6.5%
Q3 2021$408,000
-3.8%
16,603
-3.3%
0.03%
-3.1%
Q2 2021$424,000
-4.1%
17,172
-4.5%
0.03%
-13.5%
Q1 2021$442,000
-2.4%
17,987
-2.8%
0.04%
-7.5%
Q4 2020$453,000
-63.6%
18,502
-65.1%
0.04%
-66.4%
Q3 2020$1,246,000
-2.7%
53,025
-5.7%
0.12%
-11.2%
Q2 2020$1,281,000
-7.5%
56,226
-13.5%
0.13%
-23.4%
Q1 2020$1,385,00065,0040.18%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2021
NameSharesValueWeighting ↓
Legacy Financial Group LLC 498,322$10,839,0003.62%
Straight Path Wealth Management 160,127$3,483,0003.13%
Ironwood Financial, llc 413,289$8,989,0002.98%
Denver PWM, LLC 214,365$4,701,0002.62%
BANTA ASSET MANAGEMENT LP 89,850$1,954,0002.60%
SFE Investment Counsel 364,252$7,922,0002.50%
Harrison & Co Wealth Management, LLC 101,570$2,209,0002.34%
WFA of San Diego, LLC 116,946$2,544,0002.29%
S.E.E.D. Planning Group LLC 187,305$4,074,0001.90%
RPg Family Wealth Advisory, LLC 114,668$2,554,0001.34%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders