INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 65 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $775,264 | +7.4% | 32,296 | +8.9% | 0.07% | +14.1% |
| Q2 2023 | $722,018 | +12.4% | 29,652 | +13.3% | 0.06% | +1.6% |
| Q1 2023 | $642,503 | +51.5% | 26,182 | +47.0% | 0.06% | +34.0% |
| Q3 2022 | $424,000 | +3.4% | 17,808 | +6.7% | 0.05% | +4.4% |
| Q2 2022 | $410,000 | – | 16,695 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 15,465 | $402,000 | 0.19% |
| Beaumont Financial Partners, LLC | 87,690 | $2,279,000 | 0.17% |
| Key FInancial Inc | 10,330 | $270,000 | 0.15% |
| Asset Dedication, LLC | 13,807 | $359,000 | 0.05% |
| Carnegie Capital Asset Management, LLC | 41,682 | $1,083,000 | 0.04% |
| YHB Investment Advisors, Inc. | 10,130 | $263,000 | 0.02% |
| COOKSON PEIRCE & CO INC | 12,645 | $329,000 | 0.02% |
| Stratos Wealth Partners, LTD. | 24,786 | $644,000 | 0.02% |
| HHM Wealth Advisors, LLC | 1,965 | $51,000 | 0.01% |
| STEPHENS INC /AR/ | 11,225 | $292,000 | 0.00% |