INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 27 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,826,078 | +104.0% | 236,400 | +105.0% | 0.00% | +100.0% |
| Q2 2023 | $2,856,080 | +11.9% | 115,304 | +12.5% | 0.00% | 0.0% |
| Q1 2023 | $2,551,268 | +44.0% | 102,477 | +43.1% | 0.00% | 0.0% |
| Q4 2022 | $1,772,224 | +8.9% | 71,605 | +7.3% | 0.00% | 0.0% |
| Q3 2022 | $1,627,000 | +29.5% | 66,736 | +32.2% | 0.00% | 0.0% |
| Q2 2022 | $1,256,000 | +25.6% | 50,475 | +25.8% | 0.00% | – |
| Q1 2022 | $1,000,000 | +440.5% | 40,122 | +458.7% | 0.00% | – |
| Q4 2021 | $185,000 | +38.1% | 7,181 | +38.0% | 0.00% | – |
| Q3 2021 | $134,000 | 0.0% | 5,203 | 0.0% | 0.00% | – |
| Q2 2021 | $134,000 | -21.2% | 5,203 | -21.2% | 0.00% | – |
| Q1 2021 | $170,000 | +6.9% | 6,603 | +6.9% | 0.00% | – |
| Q4 2020 | $159,000 | +15.2% | 6,177 | +14.9% | 0.00% | – |
| Q3 2020 | $138,000 | +150.9% | 5,377 | +147.3% | 0.00% | – |
| Q2 2020 | $55,000 | +12.2% | 2,174 | +10.1% | 0.00% | – |
| Q1 2020 | $49,000 | – | 1,974 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Wealth Partners, LLC | 257,768 | $6,352,601 | 1.14% |
| DENVER WEALTH MANAGEMENT, INC. | 53,431 | $1,316,805 | 0.85% |
| Astoria Portfolio Advisors LLC. | 56,918 | $1,399,610 | 0.68% |
| Masso Torrence Wealth Management Inc. | 27,710 | $682,905 | 0.52% |
| Key FInancial Inc | 60,865 | $1,500,000 | 0.51% |
| DOVER ADVISORS, LLC | 20,000 | $492,894 | 0.50% |
| WESPAC Advisors, LLC | 24,956 | $615,033 | 0.46% |
| Sterling Financial Group, Inc. | 29,486 | $726,674 | 0.46% |
| Horizons Wealth Management | 22,747 | $560,581 | 0.41% |
| Fortress Wealth Management, Inc. | 25,376 | $625,389 | 0.40% |