Confluence Investment Management LLC owned 4.70% of Invesco BulletShares 2030 Municipal Bond ETF worth $5,517,000 at the end of the most recent quarter.

Confluence Investment Management LLC owned 0.07% of Invesco BulletShares 2031 Municipal Bond ETF worth $5,373,000 as of its most recent SEC filing.

Confluence Investment Management, based in St. Louis, MO, is ranked No. 97 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list. Total AUM: $6.9B ...

U.S. crude-oil inventories likely fell for a seventh consecutive week, while gasoline and diesel stocks are seen rising from the week before, according to a survey by The Wall Street Journal.

First Trust/ Confluence Small Cap Val Fd earns a Low Process Pillar rating. The most significant detractor from the rating is the fund's weak long-term risk-adjusted performance. This can be seen ...

First Trust/ Confluence Small Cap Val Fd earns a Low Process Pillar rating. The predominant detractor from the rating is the fund's unimpressive long-term risk-adjusted performance. This can be ...