INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 114 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,342,774 | -7.2% | 203,813 | -0.9% | 0.31% | -6.1% |
| Q2 2023 | $10,068,948 | +7.4% | 205,573 | +1.9% | 0.33% | -4.4% |
| Q1 2023 | $9,377,555 | +2.6% | 201,711 | -5.2% | 0.34% | +3.0% |
| Q4 2022 | $9,138,807 | +26.6% | 212,827 | +15.2% | 0.33% | +5.8% |
| Q3 2022 | $7,218,000 | +75.8% | 184,800 | +85.4% | 0.31% | +146.5% |
| Q2 2022 | $4,105,000 | -36.1% | 99,660 | -26.2% | 0.13% | -67.3% |
| Q1 2022 | $6,429,000 | – | 135,072 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 671,117 | $28,817,743 | 18.34% |
| Alpha Financial Advisors, LLC | 402,498 | $17,283,262 | 15.01% |
| American Planning Services, Inc. | 173,708 | $7,459,022 | 7.45% |
| HBK Sorce Advisory LLC | 5,197,570 | $223,184 | 6.00% |
| Perennial Investment Advisors, LLC | 258,346 | $11,093,179 | 4.51% |
| Clarius Group, LLC | 1,108,466 | $47,598 | 4.29% |
| Fluent Financial, LLC | 162,543 | $6,979,510 | 4.16% |
| ERn Financial, LLC | 413,551 | $17,757,861 | 4.05% |
| AJ WEALTH STRATEGIES, LLC | 1,656,452 | $71,128 | 3.74% |
| Leicht Financial Planning & Wealth Management, Inc. | 102,382 | $4,396,283 | 2.95% |