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

INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 79 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$5,507,995
-2.1%
229,452
-0.7%
0.08%
+3.7%
Q2 2023$5,627,723
-3.0%
231,118
-2.2%
0.08%
-3.5%
Q1 2023$5,800,888
+101938.5%
236,385
+1.1%
0.08%0.0%
Q4 2022$5,685233,7540.08%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
DENVER WEALTH MANAGEMENT, INC. 55,604$1,334,7740.86%
Gateway Wealth Partners, LLC 178,833$4,292,8820.77%
Horizons Wealth Management 32,305$775,4780.56%
Key FInancial Inc 60,985$1,463,9450.49%
WESPAC Advisors, LLC 25,512$612,4160.46%
Sterling Financial Group, Inc. 30,008$720,3420.45%
Astoria Portfolio Advisors LLC. 35,692$854,3620.41%
Masso Torrence Wealth Management Inc. 22,111$530,7750.41%
Fortress Wealth Management, Inc. 25,370$609,0010.39%
CGN Advisors LLC 92,886$2,229,7290.30%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders