Who owns INVESCO EXCH TRD SLF IDX FD?
- Ticker: BSMV
- CUSIP Number: 46138j411
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Analyze quarterly positions in Invesco Exch Trd Slf Idx with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold INVESCO EXCH TRD SLF IDX FD this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Envision Financial Planning | 168k | $3.6M | 6% | Dec 2023 |
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Bank of America Corporation | 126k | $2.7M | 56% | Dec 2023 |
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Key FInancial | 88k | $1.9M | 18% | Dec 2023 |
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Wells Fargo & Company | 85k | $1.8M | -49% | Dec 2023 |
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Garrett Investment Advisors | 70k | $1.5M | -33% | Mar 2024 |
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Jane Street | 62k | $1.3M | -27% | Dec 2023 |
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Venture Visionary Partners | 55k | $1.2M | -5% | Dec 2023 |
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Kestra Advisory Services | 54k | $1.2M | 100% | Dec 2023 |
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Precedent Wealth Partners | 38k | $814k | 100% | Dec 2023 |
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Sterling Financial Group | 31k | $664k | 0% | Dec 2023 |
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Raymond James Financial Services Advisors | 29k | $613k | 154% | Mar 2024 |
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Captrust Financial Advisors | 27k | $584k | -4% | Dec 2023 |
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Commonwealth Equity Services | 25k | $544k | 32% | Dec 2023 |
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Gradient Capital Advisors | 20k | $420k | 0% | Mar 2024 |
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Addison Advisors | 16k | $350k | -4% | Dec 2023 |
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Beacon Pointe Advisors | 15k | $332k | 100% | Dec 2023 |
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Advisor Group Holdings | 14k | $298k | 52% | Dec 2023 |
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Stifel Financial | 14k | $297k | 100% | Dec 2023 |
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UBS Group | 11k | $237k | 95% | Dec 2023 |
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Asset Dedication | 11k | $231k | 34% | Mar 2024 |
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Valicenti Advisory Services | 9.3k | $201k | 100% | Dec 2023 |
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Royal Bank of Canada | 7.4k | $159k | 21% | Dec 2023 |
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Hobbs Group Advisors | 4.9k | $105k | 100% | Dec 2023 |
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Benjamin F. Edwards & Company | 3.4k | $73k | 3% | Dec 2023 |
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Advisory Services Network | 788.00 | $17k | 100% | Dec 2023 |
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Who sold out of Invesco Exch Trd Slf Idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jpmorgan Chase & Co | Sep 2023 | 2.0k | $40k |