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

INVESCO EXCH TRD SLF IDX FD's ticker is BSMQ and the CUSIP is 46138J510. A total of 72 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
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$5,481,920
-2.9%
238,448
-0.7%
0.08%
+3.7%
Q2 2023$5,648,136
-3.4%
240,244
-2.2%
0.08%
-4.7%
Q1 2023$5,845,271
+102161.6%
245,707
+1.1%
0.09%
+1.2%
Q4 2022$5,716243,1410.08%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 282,750$7,318,0000.65%
Royal Harbor Partners, LLC 23,520$609,0000.51%
TLWM 25,297$655,0000.26%
Key FInancial Inc 6,333$164,0000.12%
FMA ADVISORY INC 13,088$339,0000.11%
Asset Dedication, LLC 4,356$115,0000.02%
Oder Investment Management, LLC 588$15,0000.02%
InterOcean Capital Group, LLC 8,428$218,0000.01%
Barnett & Company, Inc. 595$15,0000.01%
Crescent Capital Consulting, LLC 1,000$26,0000.01%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders