Creative Planning - 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
Creative Planning ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2023$295,135
+23.0%
11,915
+21.0%
0.00%
Q3 2022$240,000
-2.0%
9,8500.0%0.00%
Q2 2022$245,000
-0.4%
9,8500.0%0.00%
Q1 2022$246,000
-2.8%
9,8500.0%0.00%
Q4 2021$253,000
-1.9%
9,850
-1.5%
0.00%
Q3 2021$258,0000.0%9,9950.0%0.00%
Q2 2021$258,0009,9950.00%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2021
NameSharesValueWeighting ↓
Gateway Wealth Partners, LLC 257,768$6,352,6011.14%
DENVER WEALTH MANAGEMENT, INC. 53,431$1,316,8050.85%
Astoria Portfolio Advisors LLC. 56,918$1,399,6100.68%
Masso Torrence Wealth Management Inc. 27,710$682,9050.52%
Key FInancial Inc 60,865$1,500,0000.51%
DOVER ADVISORS, LLC 20,000$492,8940.50%
WESPAC Advisors, LLC 24,956$615,0330.46%
Sterling Financial Group, Inc. 29,486$726,6740.46%
Horizons Wealth Management 22,747$560,5810.41%
Fortress Wealth Management, Inc. 25,376$625,3890.40%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders