Carnegie Investment Counsel - INVESCO EXCH TRD SLF IDX FD ownership

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INVESCO EXCH TRD SLF IDX FD's ticker is BSMR and the CUSIP is 46138J494. A total of 31 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Carnegie Investment Counsel ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2022$244,000
+21.4%
10,700
+25.9%
0.01%
+33.3%
Q2 2022$201,000
-2.4%
8,5000.0%0.01%
+12.5%
Q1 2022$206,000
-5.9%
8,5000.0%0.01%
+14.3%
Q4 2021$219,0000.0%8,5000.0%0.01%
-12.5%
Q3 2021$219,000–8,500–0.01%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2022
NameSharesValueWeighting ↓
Sterling Financial Group, Inc. 88,791$2,088,3191.60%
CGN Advisors LLC 77,158$1,841,7610.29%
Royal Harbor Partners, LLC 19,773$471,9820.25%
Paulson Wealth Management Inc. 22,173$529,2700.24%
Horizons Wealth Management 11,514$274,8390.20%
Key FInancial Inc 22,976$548,4370.20%
Asset Dedication, LLC 45,209$1,0820.10%
CONFLUENCE INVESTMENT MANAGEMENT LLC 271,314$6,476,2650.10%
Claro Advisors LLC 11,500$274,5050.08%
TLWM 8,889$212,1800.07%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders