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 | $4,636,050 | +51.5% | 188,118 | +52.3% | 0.01% | +40.0% |
| Q2 2023 | $3,059,460 | -0.1% | 123,516 | +0.4% | 0.01% | -16.7% |
| Q1 2023 | $3,062,405 | +3.5% | 123,008 | +2.9% | 0.01% | 0.0% |
| Q4 2022 | $2,959,000 | +78.8% | 119,587 | +76.0% | 0.01% | +50.0% |
| Q3 2022 | $1,655,000 | +32.4% | 67,948 | +35.2% | 0.00% | +33.3% |
| Q2 2022 | $1,250,000 | +79.9% | 50,272 | +80.5% | 0.00% | +200.0% |
| Q1 2022 | $695,000 | +30.1% | 27,852 | +34.4% | 0.00% | 0.0% |
| Q4 2021 | $534,000 | +65.8% | 20,727 | +66.0% | 0.00% | 0.0% |
| Q3 2021 | $322,000 | +25.3% | 12,484 | +25.6% | 0.00% | 0.0% |
| Q2 2021 | $257,000 | +46.9% | 9,941 | +46.4% | 0.00% | – |
| Q1 2021 | $175,000 | +14.4% | 6,790 | +14.3% | 0.00% | – |
| Q4 2020 | $153,000 | -1.3% | 5,940 | -2.0% | 0.00% | – |
| Q3 2020 | $155,000 | +74.2% | 6,060 | +72.6% | 0.00% | – |
| Q2 2020 | $89,000 | +74.5% | 3,510 | +70.4% | 0.00% | – |
| Q1 2020 | $51,000 | – | 2,060 | – | 0.00% | – |
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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% |