Legacy Private Trust Co. - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMS and the CUSIP is 46138J486. A total of 39 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$484,494
-3.6%
21,5050.0%0.04%0.0%
Q2 2023$502,571
-35.8%
21,505
-35.0%
0.04%
-37.3%
Q1 2023$782,55433,0750.07%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
CGN Advisors LLC 77,891$1,842,9010.29%
Royal Harbor Partners, LLC 19,804$468,5630.25%
Sterling Financial Group, Inc. 12,850$298,5060.23%
Horizons Wealth Management 12,123$286,8300.21%
Key FInancial Inc 20,386$482,3330.18%
CONFLUENCE INVESTMENT MANAGEMENT LLC 301,684$7,137,8430.10%
Carmel Capital Partners, LLC 6,000$141,9600.08%
Legacy Private Trust Co. 33,075$782,5540.07%
Venture Visionary Partners LLC 31,630$748,3660.05%
Asset Dedication, LLC 18,619$4420.04%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders