INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 15 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,245,000 | +75.8% | 36,690 | +87.8% | 0.00% | – |
| Q2 2023 | $708,000 | +15.5% | 19,541 | +9.0% | 0.00% | – |
| Q4 2022 | $613,000 | -31.7% | 17,925 | -33.4% | 0.00% | – |
| Q2 2022 | $898,000 | +981.9% | 26,927 | +1161.8% | 0.00% | – |
| Q1 2022 | $83,000 | -91.9% | 2,134 | -91.2% | 0.00% | – |
| Q4 2021 | $1,021,000 | +85.6% | 24,251 | +75.0% | 0.00% | – |
| Q3 2021 | $550,000 | -54.0% | 13,861 | -54.3% | 0.00% | – |
| Q1 2021 | $1,195,000 | +624.2% | 30,315 | +336.1% | 0.00% | – |
| Q3 2020 | $165,000 | -40.0% | 6,952 | -42.2% | 0.00% | – |
| Q2 2020 | $275,000 | -38.5% | 12,022 | -48.1% | 0.00% | – |
| Q1 2020 | $447,000 | -59.8% | 23,156 | -39.4% | 0.00% | – |
| Q4 2019 | $1,111,000 | +54.7% | 38,184 | +43.6% | 0.00% | – |
| Q3 2019 | $718,000 | +131.6% | 26,597 | +130.2% | 0.00% | – |
| Q2 2019 | $310,000 | – | 11,555 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 540,452 | $18,337,530 | 11.08% |
| Solano Wealth Management, Inc. | 453,641 | $15,392,031 | 10.68% |
| GeoWealth Management, LLC | 330,038 | $11,199 | 1.27% |
| IAG Wealth Partners, LLC | 104,765 | $3,554,669 | 0.99% |
| Lionsbridge Wealth Management LLC | 20,912 | $709,544 | 0.67% |
| MGO ONE SEVEN LLC | 179,356 | $6,085,558 | 0.47% |
| Collaborative Wealth Managment Inc. | 11,843 | $401,833 | 0.24% |
| DENVER WEALTH MANAGEMENT, INC. | 8,793 | $298,355 | 0.19% |
| Avestar Capital, LLC | 34,552 | $1,172,349 | 0.17% |
| ERn Financial, LLC | 17,027 | $577,732 | 0.12% |