CONFLUENCE INVESTMENT MANAGEMENT LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMU and the CUSIP is 46138J445. A total of 14 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$293,734
-4.7%
14,061
+0.2%
0.01%
+25.0%
Q2 2023$308,347
+0.7%
14,038
+1.9%
0.00%
-20.0%
Q1 2023$306,352
+124941.6%
13,781
+21.9%
0.01%
+25.0%
Q4 2022$245
-100.0%
11,309
-96.2%
0.00%
-96.1%
Q3 2022$6,155,000
+59.4%
296,473
+67.1%
0.10%
+71.7%
Q2 2022$3,862,000
-4.9%
177,397
+1.3%
0.06%
+5.3%
Q1 2022$4,059,000
+89.8%
175,109
+109.6%
0.06%
+103.6%
Q4 2021$2,139,000
+3.8%
83,559
+2.7%
0.03%
-3.4%
Q3 2021$2,061,000
+0.8%
81,337
+2.1%
0.03%
+7.4%
Q2 2021$2,044,000
+3.3%
79,648
+0.9%
0.03%
-3.6%
Q1 2021$1,978,00078,9130.03%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2022
NameSharesValueWeighting ↓
Insight Wealth Partners, LLC 194,906$4,224,4713.16%
CGN Advisors LLC 62,867$1,362,6050.24%
FOCUS Wealth Advisors, LLC 15,053$326,2650.23%
Sterling Financial Group, Inc. 13,520$293,0380.22%
Gradient Capital Advisors, LLC 9,381$203,3280.09%
Atlantic Union Bankshares Corp 19,748$428,0260.05%
Asset Dedication, LLC 9,428$2030.02%
COOKSON PEIRCE & CO INC 10,438$2260.02%
Capital Analysts, LLC 5,874$1270.01%
Equitable Holdings, Inc. 13,700$296,9390.01%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders