INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 40 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 513,218 | $18,037,047 | 11.12% |
| Solano Wealth Management, Inc. | 377,613 | $13,271,218 | 9.68% |
| GeoWealth Management, LLC | 293,459 | $10,313 | 1.21% |
| IAG Wealth Partners, LLC | 91,487 | $3,215,316 | 0.89% |
| PFS INVESTMENTS INC. | 828,541 | $28,411 | 0.49% |
| MGO ONE SEVEN LLC | 159,735 | $5,613,884 | 0.36% |
| Collaborative Wealth Managment Inc. | 14,385 | $505,561 | 0.32% |
| First Heartland Consultants, Inc. | 50,414 | $1,771,800 | 0.27% |
| ERn Financial, LLC | 18,194 | $639,435 | 0.14% |
| Dynamic Advisor Solutions LLC | 54,348 | $1,910,059 | 0.11% |