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

INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 137 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2020$10,360,000
+4.7%
474,806
+1.7%
0.17%
-8.0%
Q1 2020$9,892,000
+3.2%
467,023
+4.2%
0.19%
+22.9%
Q4 2019$9,587,000
-3.3%
448,115
-2.9%
0.15%
-1.3%
Q3 2019$9,914,000
+3.4%
461,312
+2.9%
0.16%
+1.3%
Q2 2019$9,587,000
+4.5%
448,115
+3.2%
0.15%
-1.3%
Q1 2019$9,170,000
+74.5%
434,162
+70.3%
0.16%
+56.6%
Q4 2018$5,255,000
-0.9%
254,983
-0.7%
0.10%
+10.0%
Q3 2018$5,305,000
-2.4%
256,846
-2.5%
0.09%
-6.2%
Q2 2018$5,438,000263,3460.10%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2018
NameSharesValueWeighting ↓
Strategic Family Wealth Counselors, L.L.C. 745,461$15,789,0007.75%
Blue Barn Wealth, LLC 464,803$9,845,0007.01%
TLWM 705,513$14,991,0006.60%
Blossom Wealth Management 52,861$1,120,0006.30%
Fusion Family Wealth LLC 1,681,576$36,204,0005.44%
Asset Dedication, LLC 1,808,273$38,301,0004.21%
4Thought Financial Group Inc. 193,057$4,089,0004.02%
S.E.E.D. Planning Group LLC 375,457$7,952,0003.72%
Goepper Burkhardt LLC 217,075$4,598,0003.42%
Redwood Financial Network Corp 136,697$2,895,0003.30%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders