INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 112 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,227,492 | +10.9% | 263,013 | +2.4% | 1.77% | +4.3% |
| Q4 2022 | $11,028,172 | +18.7% | 256,827 | +8.0% | 1.70% | +4.5% |
| Q3 2022 | $9,292,000 | -1.1% | 237,881 | +4.3% | 1.63% | -0.1% |
| Q2 2022 | $9,391,000 | -9.7% | 228,001 | +4.4% | 1.63% | +1.9% |
| Q1 2022 | $10,396,000 | +0.6% | 218,394 | +7.2% | 1.60% | +0.1% |
| Q4 2021 | $10,332,000 | +14.6% | 203,788 | +4.7% | 1.60% | +4.4% |
| Q3 2021 | $9,014,000 | +103.7% | 194,685 | +105.7% | 1.53% | +100.3% |
| Q2 2021 | $4,426,000 | +17.2% | 94,626 | +10.5% | 0.76% | +4.4% |
| Q1 2021 | $3,776,000 | +21.7% | 85,596 | +9.6% | 0.73% | +11.8% |
| Q4 2020 | $3,103,000 | +36.5% | 78,110 | +6.2% | 0.66% | +18.0% |
| Q3 2020 | $2,274,000 | – | 73,533 | – | 0.56% | – |
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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% |