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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,538,679 | +9.0% | 397,362 | +10.6% | 0.01% | +16.7% |
| Q2 2023 | $8,749,528 | -7.0% | 359,324 | -6.2% | 0.01% | -14.3% |
| Q1 2023 | $9,405,490 | +10.7% | 383,272 | +9.8% | 0.01% | 0.0% |
| Q4 2022 | $8,492,604 | +92.9% | 349,202 | +88.7% | 0.01% | +75.0% |
| Q3 2022 | $4,403,000 | +7.5% | 185,020 | +10.8% | 0.00% | 0.0% |
| Q2 2022 | $4,094,000 | +0.2% | 166,913 | +1.3% | 0.00% | 0.0% |
| Q1 2022 | $4,085,000 | +50.0% | 164,761 | +56.9% | 0.00% | +100.0% |
| Q4 2021 | $2,724,000 | -1.9% | 104,998 | -1.8% | 0.00% | -33.3% |
| Q3 2021 | $2,777,000 | +6.0% | 106,937 | +6.0% | 0.00% | 0.0% |
| Q2 2021 | $2,621,000 | +13.6% | 100,837 | +12.8% | 0.00% | 0.0% |
| Q1 2021 | $2,307,000 | +4.7% | 89,387 | +5.4% | 0.00% | 0.0% |
| Q4 2020 | $2,203,000 | +26.8% | 84,824 | +26.0% | 0.00% | 0.0% |
| Q3 2020 | $1,738,000 | +155.2% | 67,345 | +152.0% | 0.00% | +200.0% |
| Q2 2020 | $681,000 | +68.1% | 26,719 | +65.2% | 0.00% | 0.0% |
| Q1 2020 | $405,000 | – | 16,177 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DENVER WEALTH MANAGEMENT, INC. | 55,604 | $1,334,774 | 0.86% |
| Gateway Wealth Partners, LLC | 178,833 | $4,292,882 | 0.77% |
| Horizons Wealth Management | 32,305 | $775,478 | 0.56% |
| Key FInancial Inc | 60,985 | $1,463,945 | 0.49% |
| WESPAC Advisors, LLC | 25,512 | $612,416 | 0.46% |
| Sterling Financial Group, Inc. | 30,008 | $720,342 | 0.45% |
| Astoria Portfolio Advisors LLC. | 35,692 | $854,362 | 0.41% |
| Masso Torrence Wealth Management Inc. | 22,111 | $530,775 | 0.41% |
| Fortress Wealth Management, Inc. | 25,370 | $609,001 | 0.39% |
| CGN Advisors LLC | 92,886 | $2,229,729 | 0.30% |