INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 78 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 17,295 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $430,000 | +31.1% | 17,295 | +35.9% | 0.00% | +50.0% |
| Q4 2021 | $328,000 | 0.0% | 12,729 | 0.0% | 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 | $70,000 | – | 2,739 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Wealth Partners, LLC | 257,768 | $6,352,601 | 1.14% |
| DENVER WEALTH MANAGEMENT, INC. | 53,431 | $1,316,805 | 0.85% |
| Astoria Portfolio Advisors LLC. | 56,918 | $1,399,610 | 0.68% |
| Masso Torrence Wealth Management Inc. | 27,710 | $682,905 | 0.52% |
| Key FInancial Inc | 60,865 | $1,500,000 | 0.51% |
| DOVER ADVISORS, LLC | 20,000 | $492,894 | 0.50% |
| WESPAC Advisors, LLC | 24,956 | $615,033 | 0.46% |
| Sterling Financial Group, Inc. | 29,486 | $726,674 | 0.46% |
| Horizons Wealth Management | 22,747 | $560,581 | 0.41% |
| Fortress Wealth Management, Inc. | 25,376 | $625,389 | 0.40% |