INVESCO EXCH TRD SLF IDX FD's ticker is BSMR and the CUSIP is 46138J494. A total of 51 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,443 | -3.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $11,800 | -1.1% | 500 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $11,935 | +1.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $11,760 | +6.9% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | – | 500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 120,791 | $2,850,658 | 1.89% |
| CGN Advisors LLC | 82,370 | $1,943,932 | 0.28% |
| Key FInancial Inc | 29,426 | $694,454 | 0.23% |
| Royal Harbor Partners, LLC | 19,773 | $466,643 | 0.23% |
| Horizons Wealth Management | 11,900 | $280,840 | 0.20% |
| Paulson Wealth Management Inc. | 23,847 | $562,789 | 0.19% |
| Addison Advisors LLC | 11,075 | $261,370 | 0.13% |
| Atlantic Union Bankshares Corp | 53,532 | $1,263,355 | 0.13% |
| Asset Dedication, LLC | 50,977 | $1,205 | 0.10% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 265,060 | $6,255,416 | 0.09% |