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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $539,000 | -0.2% | 21,325 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $540,000 | +22.2% | 21,325 | +22.0% | 0.01% | +57.1% |
| Q1 2022 | $442,000 | +73.3% | 17,475 | +74.3% | 0.01% | +75.0% |
| Q4 2021 | $255,000 | -63.9% | 10,025 | -64.0% | 0.00% | -63.6% |
| Q3 2021 | $707,000 | +12.0% | 27,825 | +12.1% | 0.01% | +22.2% |
| Q2 2021 | $631,000 | – | 24,825 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCS Wealth Management | 176,259 | $4,456,000 | 2.10% |
| VISTA FINANCE, LLC | 38,517 | $974,000 | 1.18% |
| S.C. Financial Services, Inc. | 18,338 | $464,000 | 0.74% |
| Asset Dedication, LLC | 185,906 | $4,701,000 | 0.52% |
| J2 Capital Management Inc | 9,724 | $246,000 | 0.47% |
| American Institute for Advanced Investment Management, LLP | 9,625 | $243,000 | 0.23% |
| Masso Torrence Wealth Management Inc. | 8,890 | $225,000 | 0.20% |
| Key FInancial Inc | 16,239 | $411,000 | 0.19% |
| Clear Harbor Asset Management, LLC | 36,300 | $918,000 | 0.13% |
| CreativeOne Wealth, LLC | 79,082 | $1,999,000 | 0.12% |