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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,458,864 | +10.3% | 100,217 | +7.9% | 0.34% | +13.7% |
| Q3 2023 | $2,229,729 | +4.1% | 92,886 | +5.6% | 0.30% | -2.3% |
| Q2 2023 | $2,141,290 | +4.7% | 87,938 | +5.5% | 0.31% | -4.7% |
| Q1 2023 | $2,046,023 | +17.6% | 83,375 | +16.6% | 0.32% | +5.2% |
| Q4 2022 | $1,739,488 | +80.3% | 71,525 | +76.4% | 0.31% | +26.4% |
| Q3 2022 | $965,000 | +15.7% | 40,555 | +19.3% | 0.24% | +3.0% |
| Q2 2022 | $834,000 | – | 33,982 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DENVER WEALTH MANAGEMENT, INC. | 55,604 | $1,334,774 | 0.86% |
| Gateway Wealth Partners, LLC | 178,833 | $4,292,882 | 0.77% |
| Horizons Wealth Management | 32,305 | $775,478 | 0.56% |
| Key FInancial Inc | 60,985 | $1,463,945 | 0.49% |
| WESPAC Advisors, LLC | 25,512 | $612,416 | 0.46% |
| Sterling Financial Group, Inc. | 30,008 | $720,342 | 0.45% |
| Astoria Portfolio Advisors LLC. | 35,692 | $854,362 | 0.41% |
| Masso Torrence Wealth Management Inc. | 22,111 | $530,775 | 0.41% |
| Fortress Wealth Management, Inc. | 25,370 | $609,001 | 0.39% |
| CGN Advisors LLC | 92,886 | $2,229,729 | 0.30% |