INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 27 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,398,846 | +3.4% | 219,072 | +3.9% | 0.00% | 0.0% |
Q2 2023 | $5,220,377 | +0.9% | 210,754 | +1.4% | 0.00% | 0.0% |
Q1 2023 | $5,174,110 | +21.3% | 207,829 | +20.6% | 0.00% | – |
Q4 2022 | $4,264,915 | +8.9% | 172,320 | +7.3% | 0.00% | – |
Q3 2022 | $3,916,000 | +22.3% | 160,630 | +24.8% | 0.00% | – |
Q2 2022 | $3,202,000 | -5.8% | 128,691 | -5.6% | 0.00% | – |
Q1 2022 | $3,400,000 | -3.4% | 136,382 | -0.3% | 0.00% | – |
Q4 2021 | $3,519,000 | +13.5% | 136,742 | +13.6% | 0.00% | – |
Q3 2021 | $3,101,000 | +13.1% | 120,334 | +13.2% | 0.00% | – |
Q2 2021 | $2,741,000 | +9.3% | 106,313 | +9.1% | 0.00% | – |
Q1 2021 | $2,508,000 | +379.5% | 97,482 | +379.9% | 0.00% | – |
Q4 2020 | $523,000 | +52.9% | 20,311 | +52.1% | 0.00% | – |
Q3 2020 | $342,000 | +30.0% | 13,356 | +28.9% | 0.00% | – |
Q2 2020 | $263,000 | +213.1% | 10,358 | +206.1% | 0.00% | – |
Q1 2020 | $84,000 | – | 3,384 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gateway Wealth Partners, LLC | 257,768 | $6,352,601 | 1.14% |
DENVER WEALTH MANAGEMENT, INC. | 53,431 | $1,316,805 | 0.85% |
Astoria Portfolio Advisors LLC. | 56,918 | $1,399,610 | 0.68% |
Masso Torrence Wealth Management Inc. | 27,710 | $682,905 | 0.52% |
Key FInancial Inc | 60,865 | $1,500,000 | 0.51% |
DOVER ADVISORS, LLC | 20,000 | $492,894 | 0.50% |
WESPAC Advisors, LLC | 24,956 | $615,033 | 0.46% |
Sterling Financial Group, Inc. | 29,486 | $726,674 | 0.46% |
Horizons Wealth Management | 22,747 | $560,581 | 0.41% |
Fortress Wealth Management, Inc. | 25,376 | $625,389 | 0.40% |