Avior Wealth Management, 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 44 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$595,501
-1.8%
26,021
+1.2%
0.04%
+2.6%
Q2 2023$606,661
+4.4%
25,706
+5.6%
0.04%
-2.5%
Q1 2023$581,09124,3440.04%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2023
NameSharesValueWeighting ↓
Sterling Financial Group, Inc. 88,791$2,088,3191.60%
CGN Advisors LLC 77,158$1,841,7610.29%
Royal Harbor Partners, LLC 19,773$471,9820.25%
Paulson Wealth Management Inc. 22,173$529,2700.24%
Horizons Wealth Management 11,514$274,8390.20%
Key FInancial Inc 22,976$548,4370.20%
Asset Dedication, LLC 45,209$1,0820.10%
CONFLUENCE INVESTMENT MANAGEMENT LLC 271,314$6,476,2650.10%
Claro Advisors LLC 11,500$274,5050.08%
TLWM 8,889$212,1800.07%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders