INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 55 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $394,182 | +1.1% | 15,926 | -0.4% | 0.01% | -9.1% |
| Q3 2022 | $390,000 | -23.1% | 15,982 | -21.5% | 0.01% | -15.4% |
| Q2 2022 | $507,000 | -19.3% | 20,362 | -19.1% | 0.01% | -7.1% |
| Q1 2022 | $628,000 | +15.7% | 25,171 | +19.2% | 0.01% | +16.7% |
| Q4 2021 | $543,000 | -0.4% | 21,112 | -0.2% | 0.01% | -14.3% |
| Q3 2021 | $545,000 | +0.2% | 21,153 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $544,000 | +9.9% | 21,097 | +9.6% | 0.01% | 0.0% |
| Q1 2021 | $495,000 | -10.3% | 19,245 | -10.3% | 0.01% | -12.5% |
| Q4 2020 | $552,000 | +4.3% | 21,462 | +3.9% | 0.02% | -5.9% |
| Q3 2020 | $529,000 | +33.9% | 20,653 | +33.2% | 0.02% | +21.4% |
| Q2 2020 | $395,000 | +78.7% | 15,509 | +74.0% | 0.01% | +40.0% |
| Q1 2020 | $221,000 | – | 8,914 | – | 0.01% | – |
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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% |