INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 114 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $604,000 | -31.6% | 2,161 | -10.7% | 0.62% | -6.3% |
| Q1 2022 | $883,000 | -79.3% | 2,420 | -98.7% | 0.66% | -80.2% |
| Q4 2021 | $4,261,000 | -78.1% | 192,901 | -52.5% | 3.35% | -78.4% |
| Q3 2021 | $19,419,000 | +0.5% | 406,246 | -1.1% | 15.49% | -3.5% |
| Q2 2021 | $19,319,000 | +110.0% | 410,774 | +96.0% | 16.05% | +86.5% |
| Q1 2021 | $9,200,000 | +19.1% | 209,620 | +7.9% | 8.60% | +10.0% |
| Q4 2020 | $7,722,000 | – | 194,361 | – | 7.82% | – |
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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% |