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

INVESCO EXCH TRD SLF IDX FD's ticker is BSMN and the CUSIP is 46138J544. A total of 34 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
Q4 2021$208,0000.0%8,1250.0%0.02%
-11.1%
Q3 2021$208,0000.0%8,1250.0%0.02%0.0%
Q2 2021$208,000
-20.3%
8,125
-20.0%
0.02%
-21.7%
Q1 2021$261,00010,1500.02%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2022
NameSharesValueWeighting ↓
Paradiem, LLC 179,140$4,485,6661.35%
Gateway Wealth Partners, LLC 244,802$6,129,8291.10%
DENVER WEALTH MANAGEMENT, INC. 44,297$1,109,2100.72%
Astoria Portfolio Advisors LLC. 50,882$1,274,5960.62%
Horizons Wealth Management 32,282$808,3310.59%
Sterling Financial Group, Inc. 28,259$707,6050.44%
Mirador Capital Partners LP 70,350$1,761,5640.40%
Asset Dedication, LLC 140,371$3,5140.30%
Masso Torrence Wealth Management Inc. 14,905$373,2210.29%
BCS Wealth Management 22,097$5530.23%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders