GeoWealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 24 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2024$2,090,829
-83.6%
57,583
-83.0%
0.09%
-81.6%
Q1 2024$12,776,745
+96642.2%
338,279
-0.6%
0.49%
-54.8%
Q4 2023$13,207
+17.9%
340,370
+3.1%
1.09%
-14.0%
Q3 2023$11,199
-3.4%
330,038
+3.1%
1.27%
+1.4%
Q2 2023$11,599
+12.5%
320,174
+9.1%
1.25%
+3.9%
Q1 2023$10,313
+9.1%
293,459
+6.1%
1.21%
+20.7%
Q4 2022$9,451
-99.9%
276,530
+5.1%
1.00%
+10.0%
Q3 2022$8,316,000
+1.5%
263,198
+7.1%
0.91%
-17.2%
Q2 2022$8,192,000
-5.2%
245,845
+10.5%
1.10%
+44.3%
Q1 2022$8,644,000
+26.1%
222,468
+36.6%
0.76%
+36.0%
Q4 2021$6,854,000
+48.9%
162,883
+40.3%
0.56%
+47.5%
Q3 2021$4,602,000116,1150.38%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2021
NameSharesValueWeighting ↓
Solano Wealth Management, Inc. 553,518$20,098,22311.01%
Traction Financial Partners, LLC 115,979$4,361,9763.18%
LANDMARK WEALTH MANAGEMENT, INC. 41,537$1,508,2380.83%
IAG Wealth Partners, LLC 90,478$3,285,2640.66%
HANTZ FINANCIAL SERVICES, INC. 835,543$30,3390.58%
ORRSTOWN FINANCIAL SERVICES INC 27,935$1,014,3200.54%
Avestar Capital, LLC 72,821$2,644,1310.27%
Sound Financial Strategies Group, LLC 6,796$246,7630.21%
Sequent Planning LLC 10,482$375,3600.13%
First Command Advisory Services, Inc. 327,681$11,898,0970.12%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders