INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 46 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,406 | -10.8% | 140 | -4.8% | 0.00% | 0.0% |
| Q2 2023 | $7,184 | +6.6% | 147 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,742 | -98.4% | 147 | -98.4% | 0.00% | -98.6% |
| Q3 2021 | $413,000 | 0.0% | 9,148 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $413,000 | +3.8% | 9,148 | +1.4% | 0.07% | -5.1% |
| Q1 2021 | $398,000 | +35.8% | 9,018 | +22.1% | 0.08% | +27.9% |
| Q4 2020 | $293,000 | +35.6% | 7,384 | +5.7% | 0.06% | +1.7% |
| Q3 2020 | $216,000 | +3.8% | 6,987 | -0.0% | 0.06% | -15.5% |
| Q2 2020 | $208,000 | – | 6,988 | – | 0.07% | – |
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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% |