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

INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 196 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q4 2019$9,538,000
-3.3%
450,094
-3.0%
0.15%
-0.6%
Q3 2019$9,864,000
+3.4%
463,957
+3.1%
0.15%
+0.7%
Q2 2019$9,538,000
+4.0%
450,094
+3.2%
0.15%
-1.3%
Q1 2019$9,168,000
-28.3%
435,969
-29.3%
0.16%
-35.4%
Q4 2018$12,786,000
-0.9%
616,211
-1.0%
0.24%
+9.1%
Q3 2018$12,903,000
+136.6%
622,130
+136.8%
0.22%
+129.2%
Q2 2018$5,454,000262,7680.10%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2018
NameSharesValueWeighting ↓
Strategic Family Wealth Counselors, L.L.C. 326,299$6,862,0005.55%
Ironwood Financial, llc 485,019$10,200,0005.27%
Lenox Wealth Advisors, LLC 1,289,279$27,114,0005.09%
First Command Financial Services, Inc. 473,550$9,959,0004.95%
First Command Bank 473,550$9,959,0004.95%
SNS Financial Group, LLC 927,517$19,506,0004.28%
Reitz Capital Advisors LLC 168,858$3,551,0004.11%
Mirador Capital Partners LP 260,409$5,476,0002.97%
Leicht Financial Planning & Wealth Management, Inc. 130,304$2,740,0002.82%
Asset Dedication, LLC 344,116$7,227,0002.52%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders