INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 50 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,481,317 | +99.5% | 185,020 | +113.2% | 0.05% | +80.0% |
| Q2 2023 | $4,250,240 | +769.5% | 86,775 | +725.2% | 0.03% | +650.0% |
| Q1 2023 | $488,842 | -30.3% | 10,515 | -30.5% | 0.00% | -55.6% |
| Q3 2021 | $701,000 | -1.0% | 15,134 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $708,000 | +11.5% | 15,134 | +5.2% | 0.01% | -23.1% |
| Q1 2021 | $635,000 | +28.3% | 14,385 | +15.4% | 0.01% | +18.2% |
| Q4 2020 | $495,000 | +28.6% | 12,465 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $385,000 | -4.0% | 12,465 | -7.7% | 0.01% | -9.1% |
| Q2 2020 | $401,000 | +14.2% | 13,500 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $351,000 | -24.4% | 13,500 | -2.8% | 0.01% | 0.0% |
| Q4 2019 | $464,000 | 0.0% | 13,890 | -7.1% | 0.01% | -14.3% |
| Q3 2019 | $464,000 | -12.1% | 14,950 | -16.1% | 0.01% | -12.5% |
| Q2 2019 | $528,000 | – | 17,828 | – | 0.02% | – |
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% |