INVESCO EXCH TRD SLF IDX FD's ticker is BSMM and the CUSIP is 46138J551. A total of 31 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,860,000 | -1.3% | 73,547 | -1.3% | 0.00% | 0.0% |
| Q2 2022 | $1,885,000 | -39.4% | 74,487 | -39.5% | 0.00% | -33.3% |
| Q1 2022 | $3,109,000 | +543.7% | 123,019 | +546.8% | 0.01% | +500.0% |
| Q4 2021 | $483,000 | +163.9% | 19,021 | +164.2% | 0.00% | – |
| Q3 2021 | $183,000 | +16.6% | 7,199 | +17.0% | 0.00% | – |
| Q2 2021 | $157,000 | +23.6% | 6,155 | +23.1% | 0.00% | – |
| Q1 2021 | $127,000 | +30.9% | 5,000 | +31.6% | 0.00% | – |
| Q4 2020 | $97,000 | -4.9% | 3,800 | -5.0% | 0.00% | – |
| Q3 2020 | $102,000 | +308.0% | 4,000 | +300.0% | 0.00% | – |
| Q2 2020 | $25,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCS Wealth Management | 224,928 | $5,711,000 | 2.05% |
| Key FInancial Inc | 16,842 | $428,000 | 0.21% |
| Beaumont Financial Partners, LLC | 90,157 | $2,289,000 | 0.17% |
| Asset Dedication, LLC | 42,069 | $1,068,000 | 0.13% |
| TLWM | 9,880 | $251,000 | 0.08% |
| Mirador Capital Partners LP | 12,380 | $314,000 | 0.07% |
| Carnegie Capital Asset Management, LLC | 38,088 | $967,000 | 0.03% |
| Cornerstone Wealth Management, LLC | 8,497 | $216,000 | 0.02% |
| HHM Wealth Advisors, LLC | 2,975 | $76,000 | 0.02% |
| AdvisorNet Financial, Inc | 7,373 | $187,000 | 0.01% |