LPL Financial LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMR and the CUSIP is 46138J494. A total of 53 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$3,695,329
+21.7%
161,471
+25.5%
0.00%
+50.0%
Q2 2023$3,037,091
-19.6%
128,690
-18.6%
0.00%
-33.3%
Q1 2023$3,775,301
+9.8%
158,161
+8.2%
0.00%0.0%
Q4 2022$3,438,940
+50.9%
146,216
+46.3%
0.00%
+50.0%
Q3 2022$2,279,000
+7.3%
99,972
+11.3%
0.00%0.0%
Q2 2022$2,123,000
-2.3%
89,816
-0.0%
0.00%0.0%
Q1 2022$2,174,000
+149.3%
89,827
+166.0%
0.00%
+100.0%
Q4 2021$872,000
+24.2%
33,769
+23.8%
0.00%0.0%
Q3 2021$702,000
+5.7%
27,269
+6.4%
0.00%0.0%
Q2 2021$664,000
+28.7%
25,619
+26.6%
0.00%0.0%
Q1 2021$516,000
+38.7%
20,237
+40.4%
0.00%
Q4 2020$372,000
+16.6%
14,418
+14.4%
0.00%
Q3 2020$319,00012,6010.00%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 23,558$608,0000.39%
TLWM 18,051$466,0000.16%
Beaumont Financial Partners, LLC 81,918$2,114,0000.15%
Key FInancial Inc 6,376$165,0000.08%
Asset Dedication, LLC 13,902$359,0000.04%
COOKSON PEIRCE & CO INC 15,136$391,0000.02%
Freedom Investment Management, Inc. 10,383$268,0000.02%
NorthCrest Asset Manangement, LLC 10,578$273,0000.02%
Carnegie Capital Asset Management, LLC 8,500$219,0000.01%
Creative Planning 15,765$407,0000.00%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders