BALDWIN BROTHERS LLC/MA - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 5 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q4 2023$14,107,438
+25.1%
274,410
+11.5%
1.11%
+14.1%
Q3 2023$11,280,255
+8.1%
246,079
+15.5%
0.97%
+13.4%
Q2 2023$10,431,166212,9680.86%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2023
NameSharesValueWeighting ↓
ACT Advisors, LLC. 658,141$30,596,95919.72%
LWM Advisory Services, LLC 307,048$14,274,64415.24%
Alpha Financial Advisors, LLC 413,294$19,214,02113.34%
Solano Wealth Management, Inc. 363,795$16,912,82712.34%
WALLER FINANCIAL PLANNING GROUP, INC 421,952$19,616,5705.56%
HBK Sorce Advisory LLC 2,633,036$122,409,8495.55%
Fluent Financial, LLC 156,978$7,297,8154.98%
Clarius Group, LLC 1,163,897$54,109,5544.60%
ERn Financial, LLC 416,398$19,358,3284.26%
AJ WEALTH STRATEGIES, LLC 1,654,828$76,932,9624.01%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders