INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. 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 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $844,382 | +8.9% | 34,415 | +6.5% | 0.55% | -2.1% |
| Q3 2023 | $775,478 | +60.3% | 32,305 | +62.6% | 0.56% | +64.7% |
| Q2 2023 | $483,755 | -0.7% | 19,867 | +0.1% | 0.34% | -3.9% |
| Q1 2023 | $487,204 | +187286.2% | 19,853 | +85.5% | 0.36% | +71.6% |
| Q4 2022 | $260 | -99.9% | 10,703 | 0.0% | 0.21% | -11.5% |
| Q3 2022 | $255,000 | -3.4% | 10,703 | 0.0% | 0.24% | +8.8% |
| Q2 2022 | $264,000 | – | 10,703 | – | 0.22% | – |
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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% |