INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 205 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is 1.09 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,803,308 | -5.5% | 235,264 | +2.9% | 2.08% | -1.7% |
| Q2 2023 | $11,434,947 | +9.2% | 228,699 | +2.4% | 2.12% | +3.9% |
| Q1 2023 | $10,471,434 | +2.2% | 223,343 | +3.1% | 2.04% | +3.6% |
| Q4 2022 | $10,245,818 | +26.0% | 216,568 | +4.0% | 1.96% | +4.5% |
| Q3 2022 | $8,130,000 | -5.5% | 208,145 | -0.3% | 1.88% | +1.2% |
| Q2 2022 | $8,602,000 | -7.4% | 208,835 | +7.0% | 1.86% | +7.8% |
| Q1 2022 | $9,293,000 | +0.5% | 195,229 | +7.1% | 1.72% | +6.1% |
| Q4 2021 | $9,246,000 | +22.9% | 182,371 | +12.3% | 1.62% | +14.0% |
| Q3 2021 | $7,522,000 | +50.7% | 162,467 | +52.2% | 1.42% | +38.9% |
| Q2 2021 | $4,992,000 | -22.6% | 106,730 | -27.0% | 1.02% | -22.1% |
| Q1 2021 | $6,451,000 | +17.5% | 146,241 | +5.9% | 1.32% | +12.9% |
| Q4 2020 | $5,488,000 | +33.1% | 138,133 | +3.6% | 1.17% | +22.0% |
| Q3 2020 | $4,122,000 | +52.7% | 133,313 | +46.8% | 0.96% | +40.8% |
| Q2 2020 | $2,700,000 | – | 90,796 | – | 0.68% | – |
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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% |