INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 62 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
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% | – |
Download |
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% |