INVESCO EXCH TRD SLF IDX FD's ticker is BSMM and the CUSIP is 46138J551. A total of 26 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,414,000 | +37.8% | 293,292 | +38.0% | 0.00% | +50.0% |
| Q2 2022 | $5,380,000 | +447.9% | 212,581 | +449.6% | 0.00% | – |
| Q4 2021 | $982,000 | +304.1% | 38,676 | +304.4% | 0.00% | – |
| Q3 2021 | $243,000 | -81.1% | 9,564 | -81.1% | 0.00% | -100.0% |
| Q2 2021 | $1,286,000 | -23.3% | 50,625 | -23.2% | 0.00% | 0.0% |
| Q1 2021 | $1,676,000 | +259.7% | 65,885 | +259.0% | 0.00% | – |
| Q3 2020 | $466,000 | -44.3% | 18,353 | -44.6% | 0.00% | -100.0% |
| Q2 2020 | $836,000 | -16.4% | 33,140 | -17.2% | 0.00% | -50.0% |
| Q3 2019 | $1,000,000 | – | 40,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCS Wealth Management | 224,928 | $5,711,000 | 2.05% |
| Key FInancial Inc | 16,842 | $428,000 | 0.21% |
| Beaumont Financial Partners, LLC | 90,157 | $2,289,000 | 0.17% |
| Asset Dedication, LLC | 42,069 | $1,068,000 | 0.13% |
| TLWM | 9,880 | $251,000 | 0.08% |
| Mirador Capital Partners LP | 12,380 | $314,000 | 0.07% |
| Carnegie Capital Asset Management, LLC | 38,088 | $967,000 | 0.03% |
| Cornerstone Wealth Management, LLC | 8,497 | $216,000 | 0.02% |
| HHM Wealth Advisors, LLC | 2,975 | $76,000 | 0.02% |
| AdvisorNet Financial, Inc | 7,373 | $187,000 | 0.01% |