INVESCO EXCH TRD SLF IDX FD's ticker is BSMN and the CUSIP is 46138J544. A total of 28 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 | $591,768 | -14.6% | 23,633 | -14.5% | 0.00% | -33.3% |
| Q2 2023 | $693,017 | +23.3% | 27,632 | +23.4% | 0.00% | +50.0% |
| Q1 2023 | $561,838 | +146.3% | 22,384 | +146.6% | 0.00% | +100.0% |
| Q4 2022 | $228,126 | -47.4% | 9,076 | -48.2% | 0.00% | -66.7% |
| Q3 2022 | $434,000 | -1.6% | 17,523 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $441,000 | +31.6% | 17,523 | +34.0% | 0.00% | +50.0% |
| Q4 2021 | $335,000 | 0.0% | 13,079 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $335,000 | -0.3% | 13,079 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $336,000 | +0.3% | 13,079 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $335,000 | 0.0% | 13,079 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $335,000 | +26.4% | 13,079 | +26.3% | 0.00% | 0.0% |
| Q3 2020 | $265,000 | +349.2% | 10,353 | +345.1% | 0.00% | +300.0% |
| Q2 2020 | $59,000 | – | 2,326 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradiem, LLC | 179,140 | $4,485,666 | 1.35% |
| Gateway Wealth Partners, LLC | 244,802 | $6,129,829 | 1.10% |
| DENVER WEALTH MANAGEMENT, INC. | 44,297 | $1,109,210 | 0.72% |
| Astoria Portfolio Advisors LLC. | 50,882 | $1,274,596 | 0.62% |
| Horizons Wealth Management | 32,282 | $808,331 | 0.59% |
| Sterling Financial Group, Inc. | 28,259 | $707,605 | 0.44% |
| Mirador Capital Partners LP | 70,350 | $1,761,564 | 0.40% |
| Asset Dedication, LLC | 140,371 | $3,514 | 0.30% |
| Masso Torrence Wealth Management Inc. | 14,905 | $373,221 | 0.29% |
| BCS Wealth Management | 22,097 | $553 | 0.23% |