INVESCO EXCH TRD SLF IDX FD's ticker is BSMM and the CUSIP is 46138J551. A total of 27 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,786,000 | +11.3% | 70,641 | +11.4% | 0.00% | – |
| Q2 2022 | $1,605,000 | +256.7% | 63,425 | +256.1% | 0.00% | – |
| Q1 2022 | $450,000 | +188.5% | 17,810 | +189.1% | 0.00% | – |
| Q4 2021 | $156,000 | -4.9% | 6,161 | -4.5% | 0.00% | – |
| Q3 2021 | $164,000 | -7.3% | 6,450 | -7.7% | 0.00% | – |
| Q2 2021 | $177,000 | -0.6% | 6,985 | 0.0% | 0.00% | – |
| Q1 2021 | $178,000 | +947.1% | 6,985 | +924.2% | 0.00% | – |
| Q4 2020 | $17,000 | +54.5% | 682 | +57.9% | 0.00% | – |
| Q3 2020 | $11,000 | – | 432 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCS Wealth Management | 213,094 | $5,414,000 | 2.88% |
| Key FInancial Inc | 16,842 | $429,000 | 0.24% |
| Beaumont Financial Partners, LLC | 97,691 | $2,482,000 | 0.19% |
| Barnett & Company, Inc. | 6,000 | $152,000 | 0.10% |
| Mirador Capital Partners LP | 12,380 | $315,000 | 0.07% |
| Carnegie Capital Asset Management, LLC | 50,130 | $1,274,000 | 0.05% |
| COOKSON PEIRCE & CO INC | 25,883 | $658,000 | 0.04% |
| Asset Dedication, LLC | 6,546 | $167,000 | 0.02% |
| HHM Wealth Advisors, LLC | 2,975 | $76,000 | 0.02% |
| AdvisorNet Financial, Inc | 7,373 | $187,000 | 0.01% |