INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 76 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 | $955,307 | +5.7% | 38,763 | +6.3% | 0.09% | +11.1% |
| Q2 2023 | $903,525 | +4.4% | 36,477 | +5.0% | 0.08% | -4.7% |
| Q1 2023 | $865,274 | +38.4% | 34,755 | +35.6% | 0.08% | +21.4% |
| Q3 2022 | $625,000 | -25.7% | 25,638 | -24.1% | 0.07% | -24.7% |
| Q2 2022 | $841,000 | +111.3% | 33,800 | +111.9% | 0.09% | +138.5% |
| Q1 2022 | $398,000 | -2.9% | 15,950 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $410,000 | – | 15,950 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 10,402 | $268,000 | 0.15% |
| Rede Wealth, LLC | 7,840 | $202,000 | 0.11% |
| Carnegie Capital Asset Management, LLC | 55,668 | $1,435,000 | 0.05% |
| Asset Dedication, LLC | 10,609 | $273,000 | 0.04% |
| COOKSON PEIRCE & CO INC | 22,460 | $579,000 | 0.04% |
| STEPHENS INC /AR/ | 38,350 | $988,000 | 0.02% |
| Stratos Wealth Partners, LTD. | 21,153 | $545,000 | 0.01% |
| HHM Wealth Advisors, LLC | 1,970 | $51,000 | 0.01% |
| Kestra Advisory Services, LLC | 26,307 | $678,000 | 0.01% |
| Capital Advisory Group Advisory Services, LLC | 500 | $13,000 | 0.01% |