INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 112 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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. | 658,141 | $30,596,959 | 19.72% |
| LWM Advisory Services, LLC | 307,048 | $14,274,644 | 15.24% |
| Alpha Financial Advisors, LLC | 413,294 | $19,214,021 | 13.34% |
| Solano Wealth Management, Inc. | 363,795 | $16,912,827 | 12.34% |
| WALLER FINANCIAL PLANNING GROUP, INC | 421,952 | $19,616,570 | 5.56% |
| HBK Sorce Advisory LLC | 2,633,036 | $122,409,849 | 5.55% |
| Fluent Financial, LLC | 156,978 | $7,297,815 | 4.98% |
| Clarius Group, LLC | 1,163,897 | $54,109,554 | 4.60% |
| ERn Financial, LLC | 416,398 | $19,358,328 | 4.26% |
| AJ WEALTH STRATEGIES, LLC | 1,654,828 | $76,932,962 | 4.01% |