INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 18 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 449,973 | $17,486,000 | 10.26% |
| Atlas Private Wealth Advisors | 178,347 | $6,931,000 | 3.08% |
| LWM Advisory Services, LLC | 20,882 | $811,000 | 1.01% |
| GeoWealth Management, LLC | 222,468 | $8,644,000 | 0.76% |
| IAG Wealth Partners, LLC | 32,522 | $1,264,000 | 0.40% |
| Dynamic Advisor Solutions LLC | 64,856 | $2,520,000 | 0.18% |
| Apella Capital, LLC | 28,206 | $1,096,000 | 0.15% |
| ERn Financial, LLC | 16,777 | $652,000 | 0.14% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 52,469 | $2,057,000 | 0.08% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7,369 | $286,000 | 0.05% |