INVESCO EXCH TRD SLF IDX FD's ticker is BSMN and the CUSIP is 46138J544. A total of 82 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,248,549 | +15.0% | 169,670 | +15.2% | 0.00% | 0.0% |
| Q2 2023 | $3,692,940 | -4.0% | 147,246 | -3.9% | 0.00% | 0.0% |
| Q1 2023 | $3,847,704 | +43.7% | 153,295 | +43.9% | 0.00% | 0.0% |
| Q4 2022 | $2,677,606 | +174.6% | 106,529 | +170.7% | 0.00% | – |
| Q3 2022 | $975,000 | +97.4% | 39,357 | +100.8% | 0.00% | – |
| Q2 2022 | $494,000 | – | 19,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradiem, LLC | 179,140 | $4,485,666 | 1.35% |
| Gateway Wealth Partners, LLC | 244,802 | $6,129,829 | 1.10% |
| DENVER WEALTH MANAGEMENT, INC. | 44,297 | $1,109,210 | 0.72% |
| Astoria Portfolio Advisors LLC. | 50,882 | $1,274,596 | 0.62% |
| Horizons Wealth Management | 32,282 | $808,331 | 0.59% |
| Sterling Financial Group, Inc. | 28,259 | $707,605 | 0.44% |
| Mirador Capital Partners LP | 70,350 | $1,761,564 | 0.40% |
| Asset Dedication, LLC | 140,371 | $3,514 | 0.30% |
| Masso Torrence Wealth Management Inc. | 14,905 | $373,221 | 0.29% |
| BCS Wealth Management | 22,097 | $553 | 0.23% |