YHB Investment Advisors, Inc. - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 31 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2022$210,000
-7.9%
8,580
-6.5%
0.02%
+10.0%
Q1 2022$228,000
-10.2%
9,180
-6.1%
0.02%0.0%
Q4 2021$254,0000.0%9,7800.0%0.02%
-9.1%
Q3 2021$254,000
-3.4%
9,780
-3.5%
0.02%0.0%
Q2 2021$263,000
+18.5%
10,130
+18.8%
0.02%
+15.8%
Q1 2021$222,0008,5300.02%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2022
NameSharesValueWeighting ↓
Smith & Howard Wealth Management, LLC 15,465$402,0000.19%
Beaumont Financial Partners, LLC 87,690$2,279,0000.17%
Key FInancial Inc 10,330$270,0000.15%
Asset Dedication, LLC 13,807$359,0000.05%
Carnegie Capital Asset Management, LLC 41,682$1,083,0000.04%
YHB Investment Advisors, Inc. 10,130$263,0000.02%
COOKSON PEIRCE & CO INC 12,645$329,0000.02%
Stratos Wealth Partners, LTD. 24,786$644,0000.02%
HHM Wealth Advisors, LLC 1,965$51,0000.01%
STEPHENS INC /AR/ 11,225$292,0000.00%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders