INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 56 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,693,381 | +46.4% | 108,853 | +56.3% | 0.00% | +100.0% |
| Q2 2023 | $2,523,173 | +39.3% | 69,643 | +35.2% | 0.00% | 0.0% |
| Q1 2023 | $1,810,719 | +2.8% | 51,521 | -0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,761,265 | +246.0% | 51,529 | +320.9% | 0.00% | – |
| Q2 2021 | $509,000 | – | 12,242 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 513,218 | $18,037,047 | 11.12% |
| Solano Wealth Management, Inc. | 377,613 | $13,271,218 | 9.68% |
| GeoWealth Management, LLC | 293,459 | $10,313 | 1.21% |
| IAG Wealth Partners, LLC | 91,487 | $3,215,316 | 0.89% |
| PFS INVESTMENTS INC. | 828,541 | $28,411 | 0.49% |
| MGO ONE SEVEN LLC | 159,735 | $5,613,884 | 0.36% |
| Collaborative Wealth Managment Inc. | 14,385 | $505,561 | 0.32% |
| First Heartland Consultants, Inc. | 50,414 | $1,771,800 | 0.27% |
| ERn Financial, LLC | 18,194 | $639,435 | 0.14% |
| Dynamic Advisor Solutions LLC | 54,348 | $1,910,059 | 0.11% |