Colony Group, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMR and the CUSIP is 46138J494. A total of 73 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Colony Group, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2024$1,808
-4.7%
77,006
-4.0%
0.01%
-60.0%
Q1 2024$1,898
+48.0%
80,240
+49.6%
0.02%
-11.8%
Q4 2023$1,28253,6270.02%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2024
NameSharesValueWeighting ↓
Sterling Financial Group, Inc. 88,791$2,088,3191.60%
S.C. Financial Services, Inc. 47,920$1,127,0600.87%
Royal Harbor Partners, LLC 19,773$465,0530.29%
CGN Advisors LLC 58,497$1,375,8260.24%
Horizons Wealth Management 10,377$2440.20%
Paulson Wealth Management Inc. 14,119$332,0730.16%
Claro Advisors LLC 15,500$364,5540.12%
CONFLUENCE INVESTMENT MANAGEMENT LLC 268,583$6,3170.09%
TLWM 10,477$246,4150.09%
Asset Dedication, LLC 31,124$7350.08%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders