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

INVESCO EXCH TRD SLF IDX FD's ticker is BSMN and the CUSIP is 46138J544. A total of 82 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 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$5,543,430
-0.7%
221,383
-0.6%
0.09%
+6.2%
Q2 2023$5,585,090
-2.3%
222,691
-2.2%
0.08%
-3.6%
Q1 2023$5,714,015
+100961.5%
227,650
+1.2%
0.08%0.0%
Q4 2022$5,654224,9270.08%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2023
NameSharesValueWeighting ↓
BCS Wealth Management 30,648$773,0000.32%
Key FInancial Inc 18,280$461,0000.23%
American Institute for Advanced Investment Management, LLP 10,600$267,0000.19%
Asset Dedication, LLC 55,168$1,389,0000.16%
TLWM 10,214$257,0000.09%
Mirador Capital Partners LP 14,565$367,0000.07%
Carnegie Capital Asset Management, LLC 52,805$1,331,0000.05%
Cornerstone Wealth Management, LLC 19,020$479,0000.05%
FLOW TRADERS U.S. LLC 51,877$1,308,0000.04%
Integrated Wealth Concepts LLC 29,212$736,0000.02%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders