INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 50 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,810 | -32.3% | 4,577 | -27.7% | 0.02% | -27.3% |
| Q2 2023 | $309,896 | -40.8% | 6,327 | -43.8% | 0.03% | -35.3% |
| Q1 2023 | $523,663 | +54.1% | 11,264 | +42.3% | 0.05% | +54.5% |
| Q4 2022 | $339,827 | +10.0% | 7,914 | 0.0% | 0.03% | -10.8% |
| Q3 2022 | $309,000 | -5.2% | 7,914 | 0.0% | 0.04% | +15.6% |
| Q2 2022 | $326,000 | -99.9% | 7,914 | +0.5% | 0.03% | +3.2% |
| Q1 2022 | $374,802,000 | -6.1% | 7,874 | 0.0% | 0.03% | -3.1% |
| Q4 2021 | $399,212,000 | +9.5% | 7,874 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $364,566,000 | +182183.0% | 7,874 | +84.1% | 0.03% | +28.0% |
| Q2 2021 | $200,000 | -44.8% | 4,277 | -47.9% | 0.02% | -34.2% |
| Q1 2021 | $362,000 | +11.0% | 8,214 | 0.0% | 0.04% | -7.3% |
| Q4 2020 | $326,000 | +19.4% | 8,214 | 0.0% | 0.04% | +10.8% |
| Q3 2020 | $273,000 | -59.7% | 8,214 | -63.9% | 0.04% | -66.4% |
| Q2 2020 | $677,000 | +13.8% | 22,764 | -0.5% | 0.11% | -12.0% |
| Q1 2020 | $595,000 | +14.9% | 22,870 | +47.5% | 0.12% | +40.4% |
| Q4 2019 | $518,000 | – | 15,503 | – | 0.09% | – |
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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% |