INVESCO EXCH TRD SLF IDX FD's ticker is BSMR and the CUSIP is 46138J494. A total of 19 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,796 | +1.6% | 19,567 | +4.8% | 0.00% | 0.0% |
| Q2 2023 | $440,553 | +128.3% | 18,667 | +129.2% | 0.00% | +100.0% |
| Q2 2022 | $193,000 | +0.5% | 8,144 | +2.8% | 0.00% | 0.0% |
| Q1 2022 | $192,000 | +37.1% | 7,923 | +46.0% | 0.00% | 0.0% |
| Q4 2021 | $140,000 | 0.0% | 5,427 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $140,000 | -0.7% | 5,427 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $141,000 | +2.2% | 5,427 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $138,000 | -1.4% | 5,427 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $140,000 | – | 5,427 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 127,006 | $2,906,590 | 1.82% |
| Key FInancial Inc | 41,636 | $952,857 | 0.32% |
| CGN Advisors LLC | 93,054 | $2,129,578 | 0.29% |
| Royal Harbor Partners, LLC | 19,773 | $452,513 | 0.24% |
| Horizons Wealth Management | 12,661 | $289,752 | 0.21% |
| Paulson Wealth Management Inc. | 23,716 | $542,750 | 0.19% |
| Atlantic Union Bankshares Corp | 74,689 | $1,709,288 | 0.18% |
| TLWM | 21,359 | $488,808 | 0.13% |
| Addison Advisors LLC | 11,195 | $256,203 | 0.12% |
| Asset Dedication, LLC | 56,242 | $1,285 | 0.11% |