INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 84 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. 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% | – |
Download | ||||||
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% |