INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 124 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,745,361 | -5.0% | 147,559 | -0.1% | 1.16% | -7.0% |
Q1 2024 | $8,154,031 | +13.8% | 147,638 | +6.0% | 1.25% | +29.9% |
Q4 2023 | $7,162,815 | +18.7% | 139,327 | +5.9% | 0.96% | -26.8% |
Q3 2023 | $6,032,408 | +281262.3% | 131,597 | +200.6% | 1.31% | +280.3% |
Q2 2023 | $2,144 | +31.9% | 43,776 | +25.2% | 0.34% | +29.2% |
Q1 2023 | $1,625 | -100.0% | 34,957 | -73.4% | 0.27% | -79.6% |
Q3 2022 | $6,032,408 | – | 131,597 | – | 1.31% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LWM Advisory Services, LLC | 393,888 | $18,055,829 | 19.36% |
ACT Advisors, LLC. | 446,945 | $20,487,972 | 12.69% |
Solano Wealth Management, Inc. | 388,598 | $17,813,346 | 12.36% |
Alpha Financial Advisors, LLC | 422,608 | $19,372,340 | 12.27% |
Core Wealth Advisors, Inc. | 332,616 | $15,247,108 | 6.24% |
American Planning Services, Inc. | 202,288 | $9,272,882 | 6.16% |
WALLER FINANCIAL PLANNING GROUP, INC | 433,604 | $19,876,417 | 5.78% |
Rooted Wealth Advisors, Inc. | 191,891 | $9,090 | 5.60% |
Burt Wealth Advisors | 396,776 | $18,188,212 | 5.59% |
HBK Sorce Advisory LLC | 2,730,326 | $125,158,146 | 5.51% |