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. 671,117$28,817,74318.34%
Alpha Financial Advisors, LLC 402,498$17,283,26215.01%
American Planning Services, Inc. 173,708$7,459,0227.45%
HBK Sorce Advisory LLC 5,197,570$223,1846.00%
Perennial Investment Advisors, LLC 258,346$11,093,1794.51%
Clarius Group, LLC 1,108,466$47,5984.29%
Fluent Financial, LLC 162,543$6,979,5104.16%
ERn Financial, LLC 413,551$17,757,8614.05%
AJ WEALTH STRATEGIES, LLC 1,656,452$71,1283.74%
Leicht Financial Planning & Wealth Management, Inc. 102,382$4,396,2832.95%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders