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 Q3 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 ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 679,715 | $34,462,000 | 25.31% |
| American Planning Services, Inc. | 254,027 | $12,879,000 | 11.40% |
| Kore Private Wealth LLC | 1,112,544 | $56,406,000 | 6.88% |
| HBK Sorce Advisory LLC | 1,881,940 | $95,415,000 | 4.83% |
| Clarius Group, LLC | 1,021,552 | $51,793,000 | 4.10% |
| Perennial Investment Advisors, LLC | 241,264 | $12,225,000 | 3.82% |
| Coco Enterprises, LLC | 192,901 | $4,261,000 | 3.35% |
| ERn Financial, LLC | 282,419 | $14,319,000 | 3.20% |
| Leicht Financial Planning & Wealth Management, Inc. | 100,387 | $5,090,000 | 2.90% |
| Monterey Private Wealth, Inc. | 79,818 | $4,047,000 | 2.00% |