INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 114 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,423 | -6.4% | 271 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $13,274 | +3.1% | 271 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,870 | +3.9% | 271 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $12,385 | +37.6% | 271 | +14.8% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 236 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 236 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -8.3% | 236 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $12,000 | +33.3% | 236 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +28.6% | 235 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 235 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $6,000 | -25.0% | 235 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $8,000 | +100.0% | 235 | +62.1% | 0.00% | +100.0% |
| Q3 2019 | $4,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | – | 145 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 671,117 | $28,817,743 | 18.34% |
| Alpha Financial Advisors, LLC | 402,498 | $17,283,262 | 15.01% |
| American Planning Services, Inc. | 173,708 | $7,459,022 | 7.45% |
| HBK Sorce Advisory LLC | 5,197,570 | $223,184 | 6.00% |
| Perennial Investment Advisors, LLC | 258,346 | $11,093,179 | 4.51% |
| Clarius Group, LLC | 1,108,466 | $47,598 | 4.29% |
| Fluent Financial, LLC | 162,543 | $6,979,510 | 4.16% |
| ERn Financial, LLC | 413,551 | $17,757,861 | 4.05% |
| AJ WEALTH STRATEGIES, LLC | 1,656,452 | $71,128 | 3.74% |
| Leicht Financial Planning & Wealth Management, Inc. | 102,382 | $4,396,283 | 2.95% |