INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 89 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,836,469 | -4.0% | 280,028 | +2.5% | 0.05% | -7.5% |
| Q2 2023 | $13,377,488 | +6042.8% | 273,121 | +5730.9% | 0.05% | +5200.0% |
| Q1 2023 | $217,775 | +8.3% | 4,684 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $201,022 | +813.7% | 4,681 | +765.2% | 0.00% | – |
| Q2 2022 | $22,000 | +29.4% | 541 | +47.8% | 0.00% | – |
| Q1 2022 | $17,000 | +70.0% | 366 | +89.6% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 193 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | – | 193 | – | 0.00% | – |
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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% |