INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 152 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 393,888 | $18,055,829 | 19.36% |
| ACT Advisors, LLC. | 446,945 | $20,487,972 | 12.69% |
| Solano Wealth Management, Inc. | 388,598 | $17,813,346 | 12.36% |
| Alpha Financial Advisors, LLC | 422,608 | $19,372,340 | 12.27% |
| Core Wealth Advisors, Inc. | 332,616 | $15,247,108 | 6.24% |
| American Planning Services, Inc. | 202,288 | $9,272,882 | 6.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 433,604 | $19,876,417 | 5.78% |
| Rooted Wealth Advisors, Inc. | 191,891 | $9,090 | 5.60% |
| Burt Wealth Advisors | 396,776 | $18,188,212 | 5.59% |
| HBK Sorce Advisory LLC | 2,730,326 | $125,158,146 | 5.51% |