INVESCO EXCH TRD SLF IDX FD's ticker is BSMM and the CUSIP is 46138J551. A total of 26 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $152,000 | -62.7% | 6,000 | -62.6% | 0.10% | -53.9% |
| Q1 2021 | $408,000 | 0.0% | 16,050 | 0.0% | 0.22% | -15.6% |
| Q4 2020 | $408,000 | 0.0% | 16,050 | 0.0% | 0.26% | -11.7% |
| Q3 2020 | $408,000 | +46.2% | 16,050 | +45.2% | 0.29% | +28.8% |
| Q2 2020 | $279,000 | +31.6% | 11,050 | +29.8% | 0.23% | +10.8% |
| Q1 2020 | $212,000 | – | 8,515 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCS Wealth Management | 213,094 | $5,414,000 | 2.88% |
| Key FInancial Inc | 16,842 | $429,000 | 0.24% |
| Beaumont Financial Partners, LLC | 97,691 | $2,482,000 | 0.19% |
| Barnett & Company, Inc. | 6,000 | $152,000 | 0.10% |
| Mirador Capital Partners LP | 12,380 | $315,000 | 0.07% |
| Carnegie Capital Asset Management, LLC | 50,130 | $1,274,000 | 0.05% |
| COOKSON PEIRCE & CO INC | 25,883 | $658,000 | 0.04% |
| Asset Dedication, LLC | 6,546 | $167,000 | 0.02% |
| HHM Wealth Advisors, LLC | 2,975 | $76,000 | 0.02% |
| AdvisorNet Financial, Inc | 7,373 | $187,000 | 0.01% |