CAPTRUST FINANCIAL ADVISORS - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMM and the CUSIP is 46138J551. A total of 21 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2022$607,000
-17.2%
24,025
-17.0%
0.00%
-20.0%
Q2 2022$733,000
-5.3%
28,960
-5.4%
0.01%0.0%
Q1 2022$774,000
+136.0%
30,614
+136.6%
0.01%
+150.0%
Q4 2021$328,000
-0.3%
12,9370.0%0.00%
-33.3%
Q3 2021$329,0000.0%12,9370.0%0.00%0.0%
Q2 2021$329,0000.0%12,9370.0%0.00%
-25.0%
Q1 2021$329,0000.0%12,9370.0%0.00%0.0%
Q4 2020$329,000
-13.2%
12,937
-13.2%
0.00%
-33.3%
Q3 2020$379,000
+16.3%
14,906
+15.2%
0.01%
+20.0%
Q2 2020$326,00012,9370.01%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2020
NameSharesValueWeighting ↓
BCS Wealth Management 176,259$4,456,0002.10%
VISTA FINANCE, LLC 38,517$974,0001.18%
S.C. Financial Services, Inc. 18,338$464,0000.74%
Asset Dedication, LLC 185,906$4,701,0000.52%
J2 Capital Management Inc 9,724$246,0000.47%
American Institute for Advanced Investment Management, LLP 9,625$243,0000.23%
Masso Torrence Wealth Management Inc. 8,890$225,0000.20%
Key FInancial Inc 16,239$411,0000.19%
Clear Harbor Asset Management, LLC 36,300$918,0000.13%
CreativeOne Wealth, LLC 79,082$1,999,0000.12%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders