INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 28 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $651,402 | +1.9% | 27,136 | +3.4% | 0.00% | -33.3% |
| Q2 2023 | $639,256 | +51.1% | 26,253 | +52.3% | 0.00% | +50.0% |
| Q1 2023 | $423,045 | +87.2% | 17,239 | +85.6% | 0.00% | +100.0% |
| Q4 2022 | $225,933 | -28.0% | 9,290 | -29.5% | 0.00% | -50.0% |
| Q3 2022 | $314,000 | -2.8% | 13,184 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $323,000 | +24.2% | 13,184 | +25.8% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | +182.6% | 10,481 | +196.5% | 0.00% | +100.0% |
| Q4 2021 | $92,000 | 0.0% | 3,535 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $92,000 | +61.4% | 3,535 | +61.4% | 0.00% | 0.0% |
| Q2 2021 | $57,000 | 0.0% | 2,190 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $57,000 | – | 2,190 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DENVER WEALTH MANAGEMENT, INC. | 55,604 | $1,334,774 | 0.86% |
| Gateway Wealth Partners, LLC | 178,833 | $4,292,882 | 0.77% |
| Horizons Wealth Management | 32,305 | $775,478 | 0.56% |
| Key FInancial Inc | 60,985 | $1,463,945 | 0.49% |
| WESPAC Advisors, LLC | 25,512 | $612,416 | 0.46% |
| Sterling Financial Group, Inc. | 30,008 | $720,342 | 0.45% |
| Astoria Portfolio Advisors LLC. | 35,692 | $854,362 | 0.41% |
| Masso Torrence Wealth Management Inc. | 22,111 | $530,775 | 0.41% |
| Fortress Wealth Management, Inc. | 25,370 | $609,001 | 0.39% |
| CGN Advisors LLC | 92,886 | $2,229,729 | 0.30% |