NorthCrest Asset Manangement, 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 60 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NorthCrest Asset Manangement, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$224,058
-0.2%
8,9480.0%0.01%0.0%
Q2 2023$224,416
-0.1%
8,9480.0%0.01%0.0%
Q1 2023$224,595
+1.2%
8,9480.0%0.01%
-25.0%
Q3 2022$222,000
-1.3%
8,9480.0%0.01%0.0%
Q2 2022$225,000
-1.7%
8,9480.0%0.01%
-7.7%
Q4 2021$229,0008,9480.01%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2022
NameSharesValueWeighting ↓
Mirador Capital Partners LP 128,775$3,300,0000.85%
Key FInancial Inc 13,515$346,0000.23%
BCS Wealth Management 18,489$474,0000.22%
Barnett & Company, Inc. 6,000$154,0000.08%
TLWM 7,868$202,0000.08%
Carnegie Capital Asset Management, LLC 47,700$1,222,0000.05%
HHM Wealth Advisors, LLC 2,965$76,0000.02%
COOKSON PEIRCE & CO INC 13,827$354,0000.02%
YHB Investment Advisors, Inc. 10,150$261,0000.02%
AdvisorNet Financial, Inc 7,923$203,0000.01%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders