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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,219,558 | +58.1% | 35,943 | +68.9% | 0.03% | +52.9% |
| Q2 2023 | $771,228 | +216.9% | 21,286 | +207.4% | 0.02% | +183.3% |
| Q1 2023 | $243,382 | -54.1% | 6,925 | -58.7% | 0.01% | -60.0% |
| Q3 2022 | $530,000 | -18.6% | 16,767 | -14.2% | 0.02% | -6.2% |
| Q2 2022 | $651,000 | -61.3% | 19,535 | -54.9% | 0.02% | -57.9% |
| Q1 2022 | $1,682,000 | -7.3% | 43,286 | +0.4% | 0.04% | -5.0% |
| Q4 2021 | $1,814,000 | – | 43,097 | – | 0.04% | – |
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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% |