INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 76 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,556 | -1.4% | 8,813 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $214,597 | -0.8% | 8,813 | 0.0% | 0.11% | -7.5% |
| Q1 2023 | $216,271 | +0.9% | 8,813 | 0.0% | 0.12% | -5.5% |
| Q4 2022 | $214,332 | +2.6% | 8,813 | 0.0% | 0.13% | -9.9% |
| Q3 2022 | $209,000 | -3.2% | 8,813 | 0.0% | 0.14% | +2.2% |
| Q2 2022 | $216,000 | – | 8,813 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 23,159 | $574,000 | 0.24% |
| Beaumont Financial Partners, LLC | 79,897 | $1,981,000 | 0.15% |
| Asset Dedication, LLC | 51,228 | $1,269,000 | 0.14% |
| Key FInancial Inc | 10,330 | $256,000 | 0.13% |
| Carnegie Capital Asset Management, LLC | 42,847 | $1,062,000 | 0.04% |
| Stratos Wealth Partners, LTD. | 50,125 | $1,243,000 | 0.03% |
| YHB Investment Advisors, Inc. | 9,180 | $228,000 | 0.02% |
| COOKSON PEIRCE & CO INC | 14,075 | $349,000 | 0.02% |
| HHM Wealth Advisors, LLC | 1,965 | $49,000 | 0.01% |
| STEPHENS INC /AR/ | 23,025 | $571,000 | 0.01% |