INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 112 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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% |