CAPTRUST FINANCIAL ADVISORS - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMT and the CUSIP is 46138J478. A total of 17 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
CAPTRUST FINANCIAL ADVISORS ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2024$639,574
+8.8%
27,911
+10.3%
0.00%0.0%
Q1 2024$587,905
+7.1%
25,297
+8.3%
0.00%0.0%
Q4 2023$548,984
-0.3%
23,366
-6.1%
0.00%0.0%
Q3 2023$550,582
+3.3%
24,890
+7.3%
0.00%0.0%
Q2 2023$533,136
-18.1%
23,200
-16.7%
0.00%
-33.3%
Q1 2023$651,214
-5.1%
27,845
-7.1%
0.00%0.0%
Q4 2022$686,542
+65.8%
29,986
+58.9%
0.00%
+50.0%
Q3 2022$414,000
+7.8%
18,870
+12.8%
0.00%0.0%
Q2 2022$384,000
+91.0%
16,729
+100.3%
0.00%
+100.0%
Q1 2022$201,000
-57.1%
8,351
-53.4%
0.00%
-66.7%
Q4 2021$468,000
+0.6%
17,9270.0%0.00%
-25.0%
Q3 2021$465,000
+229.8%
17,927
+233.2%
0.00%
+300.0%
Q2 2021$141,000
+2.2%
5,3800.0%0.00%0.0%
Q1 2021$138,0005,3800.00%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2022
NameSharesValueWeighting ↓
Sterling Financial Group, Inc. 89,805$2,057,8770.93%
Key FInancial Inc 102,582$2,350,6670.56%
PRECEDENT WEALTH PARTNERS, LLC 58,577$1,342,2920.54%
Hills Bank & Trust Co 241,536$5,534,7970.45%
FF Advisors,LLC 23,966$549,1810.39%
Cooksen Wealth, LLC 15,203$348,3770.35%
Horizons Wealth Management 19,049$440,3250.35%
Hobbs Group Advisors, LLC 30,649$702,3320.27%
Royal Harbor Partners, LLC 18,167$416,2970.17%
CGN Advisors LLC 55,937$1,281,7970.15%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders