INVESCO EXCH TRD SLF IDX FD's ticker is BSMN and the CUSIP is 46138J544. A total of 82 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. 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 ↓ |
|---|---|---|---|
| Paradiem, LLC | 179,140 | $4,485,666 | 1.35% |
| Gateway Wealth Partners, LLC | 244,802 | $6,129,829 | 1.10% |
| DENVER WEALTH MANAGEMENT, INC. | 44,297 | $1,109,210 | 0.72% |
| Astoria Portfolio Advisors LLC. | 50,882 | $1,274,596 | 0.62% |
| Horizons Wealth Management | 32,282 | $808,331 | 0.59% |
| Sterling Financial Group, Inc. | 28,259 | $707,605 | 0.44% |
| Mirador Capital Partners LP | 70,350 | $1,761,564 | 0.40% |
| Asset Dedication, LLC | 140,371 | $3,514 | 0.30% |
| Masso Torrence Wealth Management Inc. | 14,905 | $373,221 | 0.29% |
| BCS Wealth Management | 22,097 | $553 | 0.23% |