INVESCO EXCH TRD SLF IDX FD's ticker is BSMR and the CUSIP is 46138J494. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $349,604 | +20.7% | 14,626 | +15.5% | 0.23% | +8.5% |
| Q3 2023 | $289,752 | +3.2% | 12,661 | +6.4% | 0.21% | +6.0% |
| Q2 2023 | $280,840 | +2.2% | 11,900 | +3.4% | 0.20% | -1.5% |
| Q1 2023 | $274,839 | +112538.9% | 11,514 | +11.0% | 0.20% | +3.6% |
| Q4 2022 | $244 | -99.9% | 10,377 | +25.9% | 0.20% | +12.7% |
| Q3 2022 | $188,000 | -4.6% | 8,243 | 0.0% | 0.17% | +7.5% |
| Q2 2022 | $197,000 | – | 8,243 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 127,006 | $2,906,590 | 1.82% |
| Key FInancial Inc | 41,636 | $952,857 | 0.32% |
| CGN Advisors LLC | 93,054 | $2,129,578 | 0.29% |
| Royal Harbor Partners, LLC | 19,773 | $452,513 | 0.24% |
| Horizons Wealth Management | 12,661 | $289,752 | 0.21% |
| Paulson Wealth Management Inc. | 23,716 | $542,750 | 0.19% |
| Atlantic Union Bankshares Corp | 74,689 | $1,709,288 | 0.18% |
| TLWM | 21,359 | $488,808 | 0.13% |
| Addison Advisors LLC | 11,195 | $256,203 | 0.12% |
| Asset Dedication, LLC | 56,242 | $1,285 | 0.11% |