INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 28 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,631,610 | +41.5% | 151,287 | +43.6% | 0.01% | 0.0% |
| Q2 2023 | $2,565,851 | +6.5% | 105,375 | +7.3% | 0.01% | 0.0% |
| Q1 2023 | $2,409,309 | -1.4% | 98,180 | -2.3% | 0.01% | 0.0% |
| Q4 2022 | $2,444,000 | +42.8% | 100,468 | +39.6% | 0.01% | +25.0% |
| Q3 2022 | $1,712,000 | +24.3% | 71,986 | +28.2% | 0.00% | +33.3% |
| Q2 2022 | $1,377,000 | +51.3% | 56,158 | +52.9% | 0.00% | +50.0% |
| Q1 2022 | $910,000 | +15.2% | 36,737 | +20.8% | 0.00% | +100.0% |
| Q4 2021 | $790,000 | +59.3% | 30,406 | +59.1% | 0.00% | 0.0% |
| Q3 2021 | $496,000 | +15.3% | 19,111 | +15.6% | 0.00% | 0.0% |
| Q2 2021 | $430,000 | +92.8% | 16,538 | +91.4% | 0.00% | 0.0% |
| Q1 2021 | $223,000 | +10.4% | 8,639 | +10.9% | 0.00% | 0.0% |
| Q4 2020 | $202,000 | +23.2% | 7,787 | +22.2% | 0.00% | – |
| Q3 2020 | $164,000 | +187.7% | 6,374 | +185.2% | 0.00% | – |
| Q2 2020 | $57,000 | +83.9% | 2,235 | +81.0% | 0.00% | – |
| Q1 2020 | $31,000 | – | 1,235 | – | 0.00% | – |
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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% |