INVESCO EXCH TRD SLF IDX FD's ticker is BSMU and the CUSIP is 46138J445. A total of 31 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,250,008 | +6.2% | 442,796 | +11.6% | 0.00% | +50.0% |
| Q2 2023 | $8,713,265 | +11.4% | 396,685 | +12.7% | 0.00% | 0.0% |
| Q1 2023 | $7,823,515 | +16.4% | 351,935 | +13.5% | 0.00% | 0.0% |
| Q4 2022 | $6,721,686 | +16704.2% | 310,121 | +16026.9% | 0.00% | – |
| Q3 2022 | $40,000 | +14.3% | 1,923 | +18.7% | 0.00% | – |
| Q2 2022 | $35,000 | -7.9% | 1,620 | 0.0% | 0.00% | – |
| Q1 2022 | $38,000 | +35.7% | 1,620 | +45.9% | 0.00% | – |
| Q4 2021 | $28,000 | 0.0% | 1,110 | 0.0% | 0.00% | – |
| Q3 2021 | $28,000 | 0.0% | 1,110 | 0.0% | 0.00% | – |
| Q2 2021 | $28,000 | +86.7% | 1,110 | +85.0% | 0.00% | – |
| Q1 2021 | $15,000 | – | 600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Insight Wealth Partners, LLC | 194,906 | $4,224,471 | 3.16% |
| CGN Advisors LLC | 62,867 | $1,362,605 | 0.24% |
| FOCUS Wealth Advisors, LLC | 15,053 | $326,265 | 0.23% |
| Sterling Financial Group, Inc. | 13,520 | $293,038 | 0.22% |
| Gradient Capital Advisors, LLC | 9,381 | $203,328 | 0.09% |
| Atlantic Union Bankshares Corp | 19,748 | $428,026 | 0.05% |
| Asset Dedication, LLC | 9,428 | $203 | 0.02% |
| COOKSON PEIRCE & CO INC | 10,438 | $226 | 0.02% |
| Capital Analysts, LLC | 5,874 | $127 | 0.01% |
| Equitable Holdings, Inc. | 13,700 | $296,939 | 0.01% |