INVESCO EXCH TRD SLF IDX FD's ticker is BSMN and the CUSIP is 46138J544. A total of 29 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 | $801,736 | -0.1% | 32,018 | +0.0% | 0.08% | +5.6% |
| Q2 2023 | $802,722 | +4.4% | 32,006 | +4.5% | 0.07% | -5.3% |
| Q1 2023 | $768,747 | +26.0% | 30,627 | +24.4% | 0.08% | +11.8% |
| Q3 2022 | $610,000 | -23.1% | 24,620 | -21.8% | 0.07% | -22.7% |
| Q2 2022 | $793,000 | +65.6% | 31,500 | +65.6% | 0.09% | +87.2% |
| Q1 2022 | $479,000 | -1.6% | 19,020 | 0.0% | 0.05% | +2.2% |
| Q4 2021 | $487,000 | +11.2% | 19,020 | +11.4% | 0.05% | -2.1% |
| Q3 2021 | $438,000 | +105.6% | 17,070 | +105.2% | 0.05% | +113.6% |
| Q2 2021 | $213,000 | – | 8,320 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 128,775 | $3,300,000 | 0.85% |
| Key FInancial Inc | 13,515 | $346,000 | 0.23% |
| BCS Wealth Management | 18,489 | $474,000 | 0.22% |
| Barnett & Company, Inc. | 6,000 | $154,000 | 0.08% |
| TLWM | 7,868 | $202,000 | 0.08% |
| Carnegie Capital Asset Management, LLC | 47,700 | $1,222,000 | 0.05% |
| HHM Wealth Advisors, LLC | 2,965 | $76,000 | 0.02% |
| COOKSON PEIRCE & CO INC | 13,827 | $354,000 | 0.02% |
| YHB Investment Advisors, Inc. | 10,150 | $261,000 | 0.02% |
| AdvisorNet Financial, Inc | 7,923 | $203,000 | 0.01% |