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

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INVESCO EXCH TRD SLF IDX FD's ticker is BSMS and the CUSIP is 46138J486. A total of 39 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%.

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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$255,000–9,734–0.01%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Sterling Financial Group, Inc. 124,847$2,812,7221.77%
DOVER ADVISORS, LLC 21,890$493,1690.50%
Key FInancial Inc 43,991$991,0910.33%
Horizons Wealth Management 17,723$399,2890.29%
CGN Advisors LLC 89,424$2,014,6690.27%
Royal Harbor Partners, LLC 19,804$446,1720.23%
Addison Advisors LLC 16,895$380,6350.18%
CONFLUENCE INVESTMENT MANAGEMENT LLC 292,256$6,584,3520.10%
Asset Dedication, LLC 24,205$5440.05%
Legacy Private Trust Co. 21,505$484,4940.04%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders