NorthCrest Asset Manangement, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSMS and the CUSIP is 46138J486. A total of 22 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NorthCrest Asset Manangement, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2023$227,484
-1.2%
9,7340.0%0.01%
-10.0%
Q1 2023$230,306
+6.1%
9,7340.0%0.01%
-16.7%
Q3 2022$217,000
-4.0%
9,7340.0%0.01%0.0%
Q2 2022$226,000
-11.4%
9,7340.0%0.01%
-14.3%
Q4 2021$255,0009,7340.01%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2022
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 23,595$621,0000.41%
COOKSON PEIRCE & CO INC 12,594$331,0000.02%
Asset Dedication, LLC 3,627$94,0000.01%
MASSMUTUAL TRUST CO FSB/ADV 9,205$242,0000.01%
Key FInancial Inc 320$8,0000.00%
UBS Group AG 61,256$1,612,0000.00%
THRIVENT FINANCIAL FOR LUTHERANS 10,039$264,0000.00%
OSAIC HOLDINGS, INC. 11,492$303,0000.00%
CAPTRUST FINANCIAL ADVISORS 5,368$141,0000.00%
MORGAN STANLEY 7,444$196,0000.00%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders