INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 67 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,619,000 | +277.9% | 72,128 | +293.0% | 0.00% | – |
| Q1 2024 | $693,000 | +46.8% | 18,352 | +51.1% | 0.00% | – |
| Q4 2023 | $472,000 | -62.1% | 12,145 | -66.9% | 0.00% | – |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 523,034 | $18,949,525 | 11.00% |
| Solano Wealth Management, Inc. | 387,375 | $14,034,597 | 9.54% |
| GeoWealth Management, LLC | 320,174 | $11,599 | 1.25% |
| IAG Wealth Partners, LLC | 89,108 | $3,228,392 | 0.85% |
| HANTZ FINANCIAL SERVICES, INC. | 923,540 | $33,460 | 0.78% |
| Lionsbridge Wealth Management LLC | 20,985 | $760,287 | 0.68% |
| PFS INVESTMENTS INC. | 866,963 | $31,410 | 0.51% |
| First Command Bank | 134,269 | $4,864,568 | 0.46% |
| First Command Financial Services, Inc. | 134,269 | $4,864,568 | 0.46% |
| Ameritas Advisory Services, LLC | 74,801 | $2,647,204 | 0.34% |