INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 73 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,371,216 | +20.9% | 390,386 | +22.7% | 0.00% | +50.0% |
| Q2 2023 | $7,749,485 | +6.1% | 318,254 | +6.9% | 0.00% | 0.0% |
| Q1 2023 | $7,305,116 | +9.5% | 297,682 | +8.5% | 0.00% | 0.0% |
| Q4 2022 | $6,670,684 | +39.6% | 274,288 | +36.5% | 0.00% | 0.0% |
| Q3 2022 | $4,780,000 | -1.6% | 200,876 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $4,858,000 | +1404.0% | 198,065 | +1420.4% | 0.00% | – |
| Q1 2022 | $323,000 | +57.6% | 13,027 | +64.9% | 0.00% | – |
| Q4 2021 | $205,000 | -6.0% | 7,902 | -5.8% | 0.00% | – |
| Q3 2021 | $218,000 | +1.9% | 8,390 | +1.8% | 0.00% | – |
| Q2 2021 | $214,000 | +11.5% | 8,245 | +10.7% | 0.00% | – |
| Q1 2021 | $192,000 | +562.1% | 7,445 | +570.7% | 0.00% | – |
| Q4 2020 | $29,000 | +70.6% | 1,110 | +70.8% | 0.00% | – |
| Q3 2020 | $17,000 | – | 650 | – | 0.00% | – |
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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% |