INVESCO EXCH TRD SLF IDX FD's ticker is BSMM and the CUSIP is 46138J551. A total of 46 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCS Wealth Management | 197,382 | $4,989,000 | 2.07% |
| Key FInancial Inc | 16,842 | $426,000 | 0.21% |
| American Institute for Advanced Investment Management, LLP | 9,625 | $243,000 | 0.18% |
| Beaumont Financial Partners, LLC | 88,697 | $2,242,000 | 0.17% |
| Asset Dedication, LLC | 60,357 | $1,525,000 | 0.17% |
| TLWM | 9,880 | $250,000 | 0.09% |
| Mirador Capital Partners LP | 12,380 | $313,000 | 0.06% |
| Apollon Wealth Management, LLC | 19,175 | $485,000 | 0.03% |
| Carnegie Capital Asset Management, LLC | 34,940 | $883,000 | 0.03% |
| Cornerstone Wealth Management, LLC | 9,632 | $243,000 | 0.02% |