INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 84 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,347,985 | +5.1% | 460,464 | +5.7% | 0.01% | 0.0% |
| Q2 2023 | $10,793,569 | +3.8% | 435,752 | +4.3% | 0.01% | 0.0% |
| Q1 2023 | $10,398,000 | +24.1% | 417,653 | +23.3% | 0.01% | +14.3% |
| Q4 2022 | $8,381,880 | +97.7% | 338,662 | +94.8% | 0.01% | +75.0% |
| Q3 2022 | $4,239,000 | +19.1% | 173,883 | +21.6% | 0.00% | +33.3% |
| Q2 2022 | $3,559,000 | +9.2% | 143,005 | +9.4% | 0.00% | 0.0% |
| Q1 2022 | $3,260,000 | +83.4% | 130,723 | +89.2% | 0.00% | +200.0% |
| Q4 2021 | $1,778,000 | -1.9% | 69,095 | -1.7% | 0.00% | -50.0% |
| Q3 2021 | $1,812,000 | +1.5% | 70,302 | +1.5% | 0.00% | 0.0% |
| Q2 2021 | $1,786,000 | +20.8% | 69,248 | +20.4% | 0.00% | 0.0% |
| Q1 2021 | $1,479,000 | +16.5% | 57,502 | +16.4% | 0.00% | 0.0% |
| Q4 2020 | $1,270,000 | +14.1% | 49,396 | +13.6% | 0.00% | 0.0% |
| Q3 2020 | $1,113,000 | +169.5% | 43,482 | +167.7% | 0.00% | +100.0% |
| Q2 2020 | $413,000 | +63.2% | 16,241 | +59.0% | 0.00% | 0.0% |
| Q1 2020 | $253,000 | – | 10,215 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Wealth Partners, LLC | 257,768 | $6,352,601 | 1.14% |
| DENVER WEALTH MANAGEMENT, INC. | 53,431 | $1,316,805 | 0.85% |
| Astoria Portfolio Advisors LLC. | 56,918 | $1,399,610 | 0.68% |
| Masso Torrence Wealth Management Inc. | 27,710 | $682,905 | 0.52% |
| Key FInancial Inc | 60,865 | $1,500,000 | 0.51% |
| DOVER ADVISORS, LLC | 20,000 | $492,894 | 0.50% |
| WESPAC Advisors, LLC | 24,956 | $615,033 | 0.46% |
| Sterling Financial Group, Inc. | 29,486 | $726,674 | 0.46% |
| Horizons Wealth Management | 22,747 | $560,581 | 0.41% |
| Fortress Wealth Management, Inc. | 25,376 | $625,389 | 0.40% |