ORBA Wealth Advisors, L.L.C. - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 101 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ORBA Wealth Advisors, L.L.C. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2024$485,800
-0.2%
20,0000.0%0.25%
-6.7%
Q1 2024$486,800
-0.8%
20,0000.0%0.27%
-8.5%
Q4 2023$490,70820,0000.29%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2024
NameSharesValueWeighting ↓
Smith & Howard Wealth Management, LLC 23,159$601,0000.27%
Beaumont Financial Partners, LLC 81,970$2,126,0000.15%
Key FInancial Inc 10,330$268,0000.13%
Asset Dedication, LLC 26,196$682,0000.08%
3D/L Capital Management, LLC 8,051$209,0000.05%
Carnegie Investment Counsel 40,082$1,040,0000.03%
COOKSON PEIRCE & CO INC 15,067$391,0000.02%
YHB Investment Advisors, Inc. 9,780$254,0000.02%
Stratos Wealth Partners, LTD. 28,677$744,0000.02%
NorthCrest Asset Manangement, LLC 9,037$234,0000.01%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders