INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 67 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $286,776 | -3.9% | 7,898 | 0.0% | 0.01% | -10.0% |
| Q1 2024 | $298,307 | -2.8% | 7,898 | -3.6% | 0.01% | -9.1% |
| Q4 2023 | $306,954 | +10.4% | 8,194 | 0.0% | 0.01% | -15.4% |
| 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 ↓ |
|---|---|---|---|
| Solano Wealth Management, Inc. | 553,518 | $20,098,223 | 11.01% |
| Traction Financial Partners, LLC | 115,979 | $4,361,976 | 3.18% |
| LANDMARK WEALTH MANAGEMENT, INC. | 41,537 | $1,508,238 | 0.83% |
| IAG Wealth Partners, LLC | 90,478 | $3,285,264 | 0.66% |
| HANTZ FINANCIAL SERVICES, INC. | 835,543 | $30,339 | 0.58% |
| ORRSTOWN FINANCIAL SERVICES INC | 27,935 | $1,014,320 | 0.54% |
| Avestar Capital, LLC | 72,821 | $2,644,131 | 0.27% |
| Sound Financial Strategies Group, LLC | 6,796 | $246,763 | 0.21% |
| Sequent Planning LLC | 10,482 | $375,360 | 0.13% |
| First Command Advisory Services, Inc. | 327,681 | $11,898,097 | 0.12% |