INVESCO EXCH TRD SLF IDX FD's ticker is BSMU and the CUSIP is 46138J445. A total of 14 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $682,762 | +10.1% | 31,360 | +11.9% | 0.00% | 0.0% |
| Q1 2024 | $620,117 | +19.6% | 28,034 | +21.2% | 0.00% | 0.0% |
| Q4 2023 | $518,597 | -4.9% | 23,131 | -11.4% | 0.00% | 0.0% |
| Q3 2023 | $545,563 | +10.6% | 26,116 | +16.3% | 0.00% | 0.0% |
| Q2 2023 | $493,163 | -20.7% | 22,452 | -19.8% | 0.00% | -33.3% |
| Q1 2023 | $621,951 | -0.5% | 27,978 | -3.0% | 0.00% | 0.0% |
| Q4 2022 | $625,177 | +80.7% | 28,844 | +72.8% | 0.00% | +50.0% |
| Q3 2022 | $346,000 | +10.2% | 16,689 | +15.7% | 0.00% | 0.0% |
| Q2 2022 | $314,000 | +20.8% | 14,425 | +28.5% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | – | 11,224 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 177,185 | $3,919,333 | 3.16% |
| Pineridge Advisors LLC | 89,416 | $1,977,897 | 0.70% |
| Insight Wealth Partners, LLC | 137,870 | $3,049,684 | 0.52% |
| Key FInancial Inc | 85,300 | $1,886,836 | 0.48% |
| PRECEDENT WEALTH PARTNERS, LLC | 50,005 | $1,106,111 | 0.48% |
| Legacy Private Trust Co. | 133,165 | $2,945,609 | 0.22% |
| CGN Advisors LLC | 67,178 | $1,485,977 | 0.19% |
| Sterling Financial Group, Inc. | 17,846 | $394,754 | 0.19% |
| Addison Advisors LLC | 24,525 | $542,493 | 0.19% |
| Arlington Capital Management, Inc. | 9,325 | $206,269 | 0.17% |