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Invesco Exch Trd Slf Idx shares owned by Confluence Investment Management

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx (BSMY) shares owned by Confluence Investment Management from 13F filings

Historical chart of Confluence Investment Management investment in Invesco Exch Trd Slf Idx

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exch Trd Slf Idx by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.3M 341k 24.33
2025-06-30 $298k 13k 23.72
2025-03-31 $302k 13k 24.04