INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 114 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $385,056 | -67.3% | 8,400 | -65.0% | 0.00% | – |
| Q2 2023 | $1,176,696 | -75.2% | 24,024 | -76.4% | 0.00% | -100.0% |
| Q1 2023 | $4,739,934 | -17.7% | 101,956 | -24.0% | 0.00% | 0.0% |
| Q4 2022 | $5,758,383 | +1304.5% | 134,103 | +1177.8% | 0.00% | – |
| Q3 2022 | $410,000 | -9.1% | 10,495 | -4.1% | 0.00% | – |
| Q2 2022 | $451,000 | -65.0% | 10,945 | -59.5% | 0.00% | – |
| Q1 2022 | $1,288,000 | -62.3% | 27,054 | -68.5% | 0.00% | – |
| Q4 2020 | $3,416,000 | +156.8% | 85,974 | +99.8% | 0.00% | – |
| Q3 2020 | $1,330,000 | -46.4% | 43,026 | -54.9% | 0.00% | -100.0% |
| Q1 2020 | $2,483,000 | +668.7% | 95,423 | +888.4% | 0.00% | – |
| Q4 2019 | $323,000 | -66.4% | 9,654 | -68.8% | 0.00% | – |
| Q3 2019 | $961,000 | – | 30,961 | – | 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% |