INVESCO EXCH TRD SLF IDX FD's ticker is BSMQ and the CUSIP is 46138J510. A total of 72 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,869,565 | +20.6% | 385,801 | +23.3% | 0.00% | +50.0% |
| Q2 2023 | $7,354,586 | -13.5% | 312,828 | -12.5% | 0.00% | 0.0% |
| Q1 2023 | $8,503,617 | +12.4% | 357,451 | +11.1% | 0.00% | 0.0% |
| Q4 2022 | $7,565,941 | +97.0% | 321,818 | +91.2% | 0.00% | +100.0% |
| Q3 2022 | $3,840,000 | -0.5% | 168,309 | +3.1% | 0.00% | 0.0% |
| Q2 2022 | $3,858,000 | +2421.6% | 163,215 | +2500.2% | 0.00% | – |
| Q1 2022 | $153,000 | +51.5% | 6,277 | +61.5% | 0.00% | – |
| Q4 2021 | $101,000 | -10.6% | 3,886 | -11.2% | 0.00% | – |
| Q3 2021 | $113,000 | -20.4% | 4,374 | -19.8% | 0.00% | – |
| Q2 2021 | $142,000 | +32.7% | 5,454 | +31.3% | 0.00% | – |
| Q1 2021 | $107,000 | +256.7% | 4,154 | +258.1% | 0.00% | – |
| Q4 2020 | $30,000 | +66.7% | 1,160 | +65.7% | 0.00% | – |
| Q3 2020 | $18,000 | – | 700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Wealth Partners, LLC | 112,171 | $2,578,809 | 0.46% |
| Key FInancial Inc | 58,513 | $1,345,214 | 0.45% |
| Sterling Financial Group, Inc. | 30,957 | $711,701 | 0.45% |
| WESPAC Advisors, LLC | 25,558 | $587,578 | 0.44% |
| Astoria Portfolio Advisors LLC. | 37,364 | $855,998 | 0.41% |
| Fortress Wealth Management, Inc. | 25,419 | $584,390 | 0.38% |
| CGN Advisors LLC | 88,821 | $2,041,995 | 0.28% |
| Royal Harbor Partners, LLC | 19,739 | $453,800 | 0.24% |
| Resonant Capital Advisors, LLC | 90,020 | $2,069,560 | 0.22% |
| Masso Torrence Wealth Management Inc. | 11,953 | $274,799 | 0.21% |