INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 50 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,223 | +0.8% | 1,117,439 | +7.7% | 0.24% | +3.5% |
| Q2 2023 | $50,800 | +13.2% | 1,037,164 | +7.5% | 0.23% | +5.0% |
| Q1 2023 | $44,861 | +69.4% | 964,961 | +56.4% | 0.22% | +60.6% |
| Q4 2022 | $26,489 | -99.9% | 616,888 | +2.3% | 0.14% | +3.0% |
| Q3 2022 | $23,552,000 | -0.8% | 602,966 | +4.6% | 0.13% | +3.9% |
| Q2 2022 | $23,749,000 | -13.0% | 576,568 | +0.5% | 0.13% | +2.4% |
| Q1 2022 | $27,308,000 | -3.3% | 573,691 | +3.0% | 0.12% | -0.8% |
| Q4 2021 | $28,235,000 | +14.6% | 556,904 | +4.7% | 0.13% | +3.3% |
| Q3 2021 | $24,632,000 | +5.2% | 532,005 | +6.2% | 0.12% | +8.9% |
| Q2 2021 | $23,421,000 | +6.5% | 500,776 | +0.4% | 0.11% | -5.9% |
| Q1 2021 | $21,992,000 | +8.1% | 498,562 | -2.6% | 0.12% | 0.0% |
| Q4 2020 | $20,342,000 | +6.8% | 511,995 | -16.9% | 0.12% | -7.0% |
| Q3 2020 | $19,048,000 | +6.0% | 616,038 | +1.9% | 0.13% | -5.2% |
| Q2 2020 | $17,975,000 | +12.7% | 604,408 | -1.4% | 0.14% | -11.8% |
| Q1 2020 | $15,955,000 | +83.3% | 613,201 | +135.8% | 0.15% | +128.4% |
| Q4 2019 | $8,705,000 | +2065.4% | 260,009 | +1906.2% | 0.07% | +1575.0% |
| Q3 2019 | $402,000 | – | 12,960 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 658,141 | $30,596,959 | 19.72% |
| LWM Advisory Services, LLC | 307,048 | $14,274,644 | 15.24% |
| Alpha Financial Advisors, LLC | 413,294 | $19,214,021 | 13.34% |
| Solano Wealth Management, Inc. | 363,795 | $16,912,827 | 12.34% |
| WALLER FINANCIAL PLANNING GROUP, INC | 421,952 | $19,616,570 | 5.56% |
| HBK Sorce Advisory LLC | 2,633,036 | $122,409,849 | 5.55% |
| Fluent Financial, LLC | 156,978 | $7,297,815 | 4.98% |
| Clarius Group, LLC | 1,163,897 | $54,109,554 | 4.60% |
| ERn Financial, LLC | 416,398 | $19,358,328 | 4.26% |
| AJ WEALTH STRATEGIES, LLC | 1,654,828 | $76,932,962 | 4.01% |