INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 79 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 | $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 ↓ |
|---|---|---|---|
| DENVER WEALTH MANAGEMENT, INC. | 55,604 | $1,334,774 | 0.86% |
| Gateway Wealth Partners, LLC | 178,833 | $4,292,882 | 0.77% |
| Horizons Wealth Management | 32,305 | $775,478 | 0.56% |
| Key FInancial Inc | 60,985 | $1,463,945 | 0.49% |
| WESPAC Advisors, LLC | 25,512 | $612,416 | 0.46% |
| Sterling Financial Group, Inc. | 30,008 | $720,342 | 0.45% |
| Astoria Portfolio Advisors LLC. | 35,692 | $854,362 | 0.41% |
| Masso Torrence Wealth Management Inc. | 22,111 | $530,775 | 0.41% |
| Fortress Wealth Management, Inc. | 25,370 | $609,001 | 0.39% |
| CGN Advisors LLC | 92,886 | $2,229,729 | 0.30% |