INVESCO EXCH TRD SLF IDX FD's ticker is BSMM and the CUSIP is 46138J551. A total of 33 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. 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% | – |
Download | ||||||
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% |