INVESCO EXCH TRD SLF IDX FD's ticker is BSMQ and the CUSIP is 46138J510. A total of 58 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,345,214 | +21.8% | 58,513 | +24.6% | 0.45% | +24.0% |
| Q2 2023 | $1,104,100 | +58.2% | 46,963 | +60.1% | 0.37% | +44.1% |
| Q1 2023 | $697,820 | +382.9% | 29,333 | +363.2% | 0.25% | +273.5% |
| Q4 2022 | $144,499 | +0.3% | 6,333 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $144,000 | -4.0% | 6,333 | 0.0% | 0.07% | -16.0% |
| Q2 2022 | $150,000 | -2.6% | 6,333 | 0.0% | 0.08% | +5.2% |
| Q1 2022 | $154,000 | -6.1% | 6,333 | 0.0% | 0.08% | -6.1% |
| Q4 2021 | $164,000 | 0.0% | 6,333 | 0.0% | 0.08% | -11.8% |
| Q3 2021 | $164,000 | -0.6% | 6,333 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $165,000 | +1.2% | 6,333 | 0.0% | 0.09% | -14.0% |
| Q1 2021 | $163,000 | -0.6% | 6,333 | 0.0% | 0.11% | -12.3% |
| Q4 2020 | $164,000 | – | 6,333 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Wealth Partners, LLC | 112,171 | $2,578,809 | 0.46% |
| Key FInancial Inc | 58,513 | $1,345,214 | 0.45% |
| Sterling Financial Group, Inc. | 30,957 | $711,701 | 0.45% |
| WESPAC Advisors, LLC | 25,558 | $587,578 | 0.44% |
| Astoria Portfolio Advisors LLC. | 37,364 | $855,998 | 0.41% |
| Fortress Wealth Management, Inc. | 25,419 | $584,390 | 0.38% |
| CGN Advisors LLC | 88,821 | $2,041,995 | 0.28% |
| Royal Harbor Partners, LLC | 19,739 | $453,800 | 0.24% |
| Resonant Capital Advisors, LLC | 90,020 | $2,069,560 | 0.22% |
| Masso Torrence Wealth Management Inc. | 11,953 | $274,799 | 0.21% |