INVESCO EXCH TRD SLF IDX FD's ticker is BSMO and the CUSIP is 46138J536. A total of 84 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 | $10,228,193 | +20.1% | 415,026 | +20.7% | 0.00% | +50.0% |
| Q2 2023 | $8,515,757 | +6.4% | 343,793 | +7.0% | 0.00% | 0.0% |
| Q1 2023 | $8,001,551 | +4.5% | 321,395 | +3.9% | 0.00% | 0.0% |
| Q4 2022 | $7,654,408 | +32.8% | 309,269 | +30.8% | 0.00% | 0.0% |
| Q3 2022 | $5,762,000 | -1.5% | 236,406 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $5,848,000 | +1682.9% | 235,024 | +1685.1% | 0.00% | – |
| Q1 2022 | $328,000 | +57.7% | 13,166 | +63.4% | 0.00% | – |
| Q4 2021 | $208,000 | -5.9% | 8,057 | -5.7% | 0.00% | – |
| Q3 2021 | $221,000 | +6.2% | 8,545 | +6.1% | 0.00% | – |
| Q2 2021 | $208,000 | +11.2% | 8,051 | +11.0% | 0.00% | – |
| Q1 2021 | $187,000 | +713.0% | 7,251 | +696.8% | 0.00% | – |
| Q4 2020 | $23,000 | +91.7% | 910 | +102.2% | 0.00% | – |
| Q3 2020 | $12,000 | – | 450 | – | 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% |