INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 89 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |