Beacon Pointe Advisors, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 65 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$371,592
-23.6%
15,480
-22.5%
0.01%
-37.5%
Q2 2023$486,422
+3.5%
19,976
+4.3%
0.01%0.0%
Q1 2023$469,991
+40.4%
19,152
+39.2%
0.01%
+33.3%
Q4 2022$334,64213,7600.01%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2022
NameSharesValueWeighting ↓
Smith & Howard Wealth Management, LLC 15,465$402,0000.19%
Beaumont Financial Partners, LLC 87,690$2,279,0000.17%
Key FInancial Inc 10,330$270,0000.15%
Asset Dedication, LLC 13,807$359,0000.05%
Carnegie Capital Asset Management, LLC 41,682$1,083,0000.04%
YHB Investment Advisors, Inc. 10,130$263,0000.02%
COOKSON PEIRCE & CO INC 12,645$329,0000.02%
Stratos Wealth Partners, LTD. 24,786$644,0000.02%
HHM Wealth Advisors, LLC 1,965$51,0000.01%
STEPHENS INC /AR/ 11,225$292,0000.00%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders