CAPTRUST FINANCIAL ADVISORS - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMQ and the CUSIP is 46138J510. A total of 25 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
Q3 2023$650,208
+3.3%
28,282
+5.6%
0.00%0.0%
Q2 2023$629,520
-0.9%
26,777
+0.3%
0.00%
-33.3%
Q1 2023$635,325
+9.8%
26,706
+8.5%
0.00%0.0%
Q4 2022$578,417
+97.4%
24,603
+91.8%
0.00%
+50.0%
Q3 2022$293,000
+5.0%
12,830
+8.8%
0.00%0.0%
Q2 2022$279,000
+10.7%
11,788
+13.5%
0.00%0.0%
Q1 2022$252,000
+77.5%
10,383
+88.5%
0.00%
+100.0%
Q4 2021$142,0000.0%5,5070.0%0.00%0.0%
Q3 2021$142,000
-0.7%
5,5070.0%0.00%0.0%
Q2 2021$143,000
+0.7%
5,5070.0%0.00%
-50.0%
Q1 2021$142,000
-0.7%
5,5070.0%0.00%0.0%
Q4 2020$143,0005,5070.00%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2022
NameSharesValueWeighting ↓
S.C. Financial Services, Inc. 48,104$1,130,9260.87%
Sterling Financial Group, Inc. 18,369$431,8550.33%
CGN Advisors LLC 70,101$1,648,0750.29%
Royal Harbor Partners, LLC 19,739$464,0640.29%
Resonant Capital Advisors, LLC 85,393$2,007,5890.25%
Masso Torrence Wealth Management Inc. 9,393$220,8290.18%
Asset Dedication, LLC 67,422$1,5820.16%
Paulson Wealth Management Inc. 13,849$325,5900.16%
Claro Advisors LLC 20,562$483,4130.16%
DENVER WEALTH MANAGEMENT, INC. 8,896$209,0000.16%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders