CAPTRUST FINANCIAL ADVISORS - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 25 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
CAPTRUST FINANCIAL ADVISORS ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$443,098
-18.8%
17,979
-18.4%
0.00%0.0%
Q2 2023$545,682
-3.1%
22,030
-2.6%
0.00%0.0%
Q1 2023$563,154
+148.9%
22,620
+147.5%
0.00%
+100.0%
Q4 2022$226,215
-46.4%
9,140
-47.2%
0.00%
-50.0%
Q3 2022$422,000
-1.9%
17,2950.0%0.00%
-33.3%
Q2 2022$430,000
+31.1%
17,295
+35.9%
0.00%
+50.0%
Q4 2021$328,0000.0%12,7290.0%0.00%
-33.3%
Q3 2021$328,000
+11.6%
12,729
+11.5%
0.00%0.0%
Q2 2021$294,000
+11.4%
11,413
+11.3%
0.00%0.0%
Q1 2021$264,000
+48.3%
10,253
+48.3%
0.00%
+50.0%
Q4 2020$178,000
+154.3%
6,913
+152.4%
0.00%
+100.0%
Q3 2020$70,0002,7390.00%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2021
NameSharesValueWeighting ↓
Key FInancial Inc 10,402$268,0000.15%
Rede Wealth, LLC 7,840$202,0000.11%
Carnegie Capital Asset Management, LLC 55,668$1,435,0000.05%
Asset Dedication, LLC 10,609$273,0000.04%
COOKSON PEIRCE & CO INC 22,460$579,0000.04%
STEPHENS INC /AR/ 38,350$988,0000.02%
Stratos Wealth Partners, LTD. 21,153$545,0000.01%
HHM Wealth Advisors, LLC 1,970$51,0000.01%
Kestra Advisory Services, LLC 26,307$678,0000.01%
Capital Advisory Group Advisory Services, LLC 500$13,0000.01%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders