INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 89 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,806,047 | +59.1% | 584,773 | +70.0% | 0.04% | +59.1% |
| Q2 2023 | $16,844,833 | +3636.2% | 343,912 | +3446.2% | 0.02% | +2100.0% |
| Q1 2023 | $450,860 | +2699.9% | 9,698 | +2486.1% | 0.00% | – |
| Q4 2022 | $16,103 | +7.4% | 375 | 0.0% | 0.00% | – |
| Q3 2022 | $15,000 | -85.3% | 375 | -84.8% | 0.00% | – |
| Q2 2022 | $102,000 | +466.7% | 2,473 | +559.5% | 0.00% | – |
| Q1 2022 | $18,000 | -35.7% | 375 | -32.1% | 0.00% | – |
| Q4 2021 | $28,000 | -34.9% | 552 | -40.9% | 0.00% | – |
| Q3 2021 | $43,000 | -92.1% | 934 | -95.5% | 0.00% | -100.0% |
| Q1 2020 | $544,000 | -43.5% | 20,894 | -27.3% | 0.00% | -33.3% |
| Q4 2019 | $962,000 | – | 28,741 | – | 0.00% | – |
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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% |