INVESCO EXCH TRD SLF IDX FD's ticker is BSMN and the CUSIP is 46138J544. A total of 60 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,244 | -0.2% | 2,965 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $74,363 | -0.1% | 2,965 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $74,422 | -0.1% | 2,965 | 0.0% | 0.02% | -11.8% |
| Q4 2022 | $74,525 | +2.1% | 2,965 | 0.0% | 0.02% | -10.5% |
| Q3 2022 | $73,000 | -2.7% | 2,965 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $75,000 | 0.0% | 2,965 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $75,000 | -1.3% | 2,965 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $76,000 | 0.0% | 2,965 | 0.0% | 0.02% | -14.3% |
| Q3 2021 | $76,000 | 0.0% | 2,965 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $76,000 | 0.0% | 2,965 | 0.0% | 0.02% | -12.5% |
| Q1 2021 | $76,000 | 0.0% | 2,965 | 0.0% | 0.02% | -7.7% |
| Q4 2020 | $76,000 | 0.0% | 2,965 | 0.0% | 0.03% | -13.3% |
| Q3 2020 | $76,000 | +1.3% | 2,965 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $75,000 | +1.4% | 2,965 | 0.0% | 0.03% | -13.9% |
| Q1 2020 | $74,000 | – | 2,965 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 128,775 | $3,300,000 | 0.85% |
| Key FInancial Inc | 13,515 | $346,000 | 0.23% |
| BCS Wealth Management | 18,489 | $474,000 | 0.22% |
| Barnett & Company, Inc. | 6,000 | $154,000 | 0.08% |
| TLWM | 7,868 | $202,000 | 0.08% |
| Carnegie Capital Asset Management, LLC | 47,700 | $1,222,000 | 0.05% |
| HHM Wealth Advisors, LLC | 2,965 | $76,000 | 0.02% |
| COOKSON PEIRCE & CO INC | 13,827 | $354,000 | 0.02% |
| YHB Investment Advisors, Inc. | 10,150 | $261,000 | 0.02% |
| AdvisorNet Financial, Inc | 7,923 | $203,000 | 0.01% |