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 | $278,029 | -65.2% | 8,194 | -62.8% | 0.01% | -68.3% |
| Q2 2023 | $797,871 | -58.2% | 22,022 | -59.5% | 0.04% | -63.4% |
| Q1 2023 | $1,910,059 | +6.3% | 54,348 | +3.4% | 0.11% | -8.9% |
| Q4 2022 | $1,796,275 | -13.3% | 52,553 | -19.9% | 0.12% | -22.2% |
| Q3 2022 | $2,073,000 | -3.3% | 65,585 | +2.0% | 0.16% | -4.2% |
| Q2 2022 | $2,143,000 | -15.0% | 64,278 | -0.9% | 0.16% | -5.7% |
| Q1 2022 | $2,520,000 | +28.9% | 64,856 | +39.7% | 0.18% | +25.0% |
| Q4 2021 | $1,955,000 | +390.0% | 46,439 | +361.3% | 0.14% | +366.7% |
| Q3 2021 | $399,000 | -5.5% | 10,068 | -0.7% | 0.03% | -9.1% |
| Q2 2021 | $422,000 | – | 10,143 | – | 0.03% | – |
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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% |