INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 33 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $4,602,000 | – | 116,115 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 540,452 | $18,337,530 | 11.08% |
| Solano Wealth Management, Inc. | 453,641 | $15,392,031 | 10.68% |
| GeoWealth Management, LLC | 330,038 | $11,199 | 1.27% |
| IAG Wealth Partners, LLC | 104,765 | $3,554,669 | 0.99% |
| Lionsbridge Wealth Management LLC | 20,912 | $709,544 | 0.67% |
| MGO ONE SEVEN LLC | 179,356 | $6,085,558 | 0.47% |
| Collaborative Wealth Managment Inc. | 11,843 | $401,833 | 0.24% |
| DENVER WEALTH MANAGEMENT, INC. | 8,793 | $298,355 | 0.19% |
| Avestar Capital, LLC | 34,552 | $1,172,349 | 0.17% |
| ERn Financial, LLC | 17,027 | $577,732 | 0.12% |