INVESCO EXCH TRD SLF IDX FD's ticker is BSMN and the CUSIP is 46138J544. A total of 78 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 | $241,000 | -24.2% | 9,616 | -24.1% | 0.04% | -2.7% |
| Q2 2023 | $318,000 | -0.9% | 12,674 | -0.9% | 0.04% | -7.5% |
| Q1 2023 | $321,000 | +8.8% | 12,786 | +8.9% | 0.04% | -4.8% |
| Q4 2022 | $295,000 | +8.9% | 11,743 | +7.3% | 0.04% | -8.7% |
| Q3 2022 | $271,000 | – | 10,943 | – | 0.05% | – |
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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% |