INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,125,180 | +14.8% | 33,162 | +22.6% | 0.01% | +11.1% |
| Q2 2023 | $979,872 | +51.3% | 27,046 | +46.8% | 0.01% | +50.0% |
| Q1 2023 | $647,692 | +121190.6% | 18,429 | +17.9% | 0.01% | – |
| Q4 2022 | $534 | -99.9% | 15,627 | +7.5% | 0.00% | -100.0% |
| Q3 2022 | $459,000 | +14.2% | 14,539 | +20.5% | 0.01% | +25.0% |
| Q2 2022 | $402,000 | +1.8% | 12,063 | +18.7% | 0.00% | +33.3% |
| Q1 2022 | $395,000 | +41.1% | 10,162 | +52.9% | 0.00% | +50.0% |
| Q4 2021 | $280,000 | – | 6,647 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 523,034 | $18,949,525 | 11.00% |
| Solano Wealth Management, Inc. | 387,375 | $14,034,597 | 9.54% |
| GeoWealth Management, LLC | 320,174 | $11,599 | 1.25% |
| IAG Wealth Partners, LLC | 89,108 | $3,228,392 | 0.85% |
| Lionsbridge Wealth Management LLC | 20,985 | $760,287 | 0.68% |
| PFS INVESTMENTS INC. | 866,963 | $31,410 | 0.51% |
| First Command Financial Services, Inc. | 134,269 | $4,864,568 | 0.46% |
| First Command Bank | 134,269 | $4,864,568 | 0.46% |
| Ameritas Advisory Services, LLC | 74,801 | $2,647,204 | 0.34% |
| MGO ONE SEVEN LLC | 98,406 | $3,565,232 | 0.33% |