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 | $761,723 | +163711.4% | 16,617 | +66.3% | 0.02% | +60.0% |
| Q1 2023 | $465 | +278.0% | 9,995 | +247.3% | 0.02% | +200.0% |
| Q4 2022 | $123 | -100.0% | 2,878 | -93.2% | 0.01% | -81.5% |
| Q3 2022 | $1,643,000 | +9.5% | 42,084 | +15.6% | 0.03% | -20.6% |
| Q2 2022 | $1,500,000 | +179.3% | 36,417 | +222.7% | 0.03% | +580.0% |
| Q1 2022 | $537,000 | +46.7% | 11,286 | +56.4% | 0.01% | -16.7% |
| Q4 2021 | $366,000 | -18.3% | 7,216 | -25.4% | 0.01% | -45.5% |
| Q3 2021 | $448,000 | +8.7% | 9,678 | +9.8% | 0.01% | 0.0% |
| Q2 2021 | $412,000 | -61.2% | 8,816 | -63.4% | 0.01% | -38.9% |
| Q1 2021 | $1,062,000 | +102.7% | 24,073 | +82.4% | 0.02% | +12.5% |
| Q4 2020 | $524,000 | -47.6% | 13,201 | -59.2% | 0.02% | +45.5% |
| Q3 2020 | $1,000,000 | +89.8% | 32,338 | +82.4% | 0.01% | -50.0% |
| Q2 2020 | $527,000 | -79.5% | 17,726 | -82.1% | 0.02% | -86.0% |
| Q1 2020 | $2,577,000 | +369.4% | 99,023 | +503.6% | 0.16% | +241.3% |
| Q4 2019 | $549,000 | -29.9% | 16,406 | -35.0% | 0.05% | -14.8% |
| Q3 2019 | $783,000 | – | 25,242 | – | 0.05% | – |
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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% |