INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 152 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,088,431 | -43.1% | 67,372 | -51.9% | 0.14% | +16.8% |
| Q2 2023 | $5,423,745 | +187.2% | 140,036 | +111.1% | 0.12% | +45.1% |
| Q1 2023 | $1,888,710 | +385351.0% | 66,328 | +288.1% | 0.08% | +530.8% |
| Q4 2022 | $490 | -98.1% | 17,091 | +1776.1% | 0.01% | +1200.0% |
| Q3 2022 | $26,000 | 0.0% | 911 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -29.7% | 905 | -28.6% | 0.00% | – |
| Q1 2022 | $37,000 | – | 1,268 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $6,000 | +100.0% | 196 | +55.6% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 126 | +61.5% | 0.00% | – |
| Q4 2019 | $3,000 | +50.0% | 78 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | – | 78 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 658,141 | $30,596,959 | 19.72% |
| LWM Advisory Services, LLC | 307,048 | $14,274,644 | 15.24% |
| Alpha Financial Advisors, LLC | 413,294 | $19,214,021 | 13.34% |
| Solano Wealth Management, Inc. | 363,795 | $16,912,827 | 12.34% |
| WALLER FINANCIAL PLANNING GROUP, INC | 421,952 | $19,616,570 | 5.56% |
| HBK Sorce Advisory LLC | 2,633,036 | $122,409,849 | 5.55% |
| Fluent Financial, LLC | 156,978 | $7,297,815 | 4.98% |
| Clarius Group, LLC | 1,163,897 | $54,109,554 | 4.60% |
| ERn Financial, LLC | 416,398 | $19,358,328 | 4.26% |
| AJ WEALTH STRATEGIES, LLC | 1,654,828 | $76,932,962 | 4.01% |