INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 84 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,500,000 | +21.3% | 60,865 | +21.9% | 0.51% | +23.4% |
Q2 2023 | $1,236,395 | -0.5% | 49,915 | 0.0% | 0.41% | -9.5% |
Q1 2023 | $1,242,699 | +367.1% | 49,915 | +357.3% | 0.45% | +259.5% |
Q4 2022 | $266,060 | +0.0% | 10,915 | 0.0% | 0.13% | +0.8% |
Q3 2022 | $266,000 | -2.2% | 10,915 | 0.0% | 0.12% | -15.0% |
Q2 2022 | $272,000 | +5.0% | 10,915 | +4.9% | 0.15% | +14.0% |
Q1 2022 | $259,000 | -3.4% | 10,402 | 0.0% | 0.13% | -3.7% |
Q4 2021 | $268,000 | 0.0% | 10,402 | 0.0% | 0.13% | -11.8% |
Q3 2021 | $268,000 | -0.4% | 10,402 | 0.0% | 0.15% | +1.3% |
Q2 2021 | $269,000 | +0.4% | 10,402 | 0.0% | 0.15% | -15.3% |
Q1 2021 | $268,000 | +0.4% | 10,402 | 0.0% | 0.18% | -11.1% |
Q4 2020 | $267,000 | +0.4% | 10,402 | 0.0% | 0.20% | -27.1% |
Q3 2020 | $266,000 | – | 10,402 | – | 0.27% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gateway Wealth Partners, LLC | 257,768 | $6,352,601 | 1.14% |
DENVER WEALTH MANAGEMENT, INC. | 53,431 | $1,316,805 | 0.85% |
Astoria Portfolio Advisors LLC. | 56,918 | $1,399,610 | 0.68% |
Masso Torrence Wealth Management Inc. | 27,710 | $682,905 | 0.52% |
Key FInancial Inc | 60,865 | $1,500,000 | 0.51% |
DOVER ADVISORS, LLC | 20,000 | $492,894 | 0.50% |
WESPAC Advisors, LLC | 24,956 | $615,033 | 0.46% |
Sterling Financial Group, Inc. | 29,486 | $726,674 | 0.46% |
Horizons Wealth Management | 22,747 | $560,581 | 0.41% |
Fortress Wealth Management, Inc. | 25,376 | $625,389 | 0.40% |