INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 6 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,409,805 | +26.9% | 483,644 | +35.4% | 0.02% | +4.3% |
| Q2 2023 | $12,935,642 | +41.3% | 357,077 | +37.0% | 0.02% | +35.3% |
| Q1 2023 | $9,157,742 | +11.6% | 260,573 | +8.5% | 0.02% | 0.0% |
| Q4 2022 | $8,209,127 | -4.9% | 240,143 | -12.1% | 0.02% | -15.0% |
| Q3 2022 | $8,629,000 | -0.9% | 273,053 | +4.5% | 0.02% | +5.3% |
| Q2 2022 | $8,705,000 | -46.7% | 261,173 | -37.8% | 0.02% | -40.6% |
| Q1 2022 | $16,327,000 | -1.9% | 420,174 | +6.2% | 0.03% | 0.0% |
| Q4 2021 | $16,647,000 | +32.9% | 395,554 | +25.2% | 0.03% | +23.1% |
| Q3 2021 | $12,530,000 | +5.6% | 316,009 | +10.7% | 0.03% | 0.0% |
| Q2 2021 | $11,860,000 | +20.7% | 285,350 | +14.4% | 0.03% | +8.3% |
| Q1 2021 | $9,827,000 | +189.6% | 249,368 | +142.2% | 0.02% | +166.7% |
| Q4 2020 | $3,393,000 | +22520.0% | 102,962 | +16453.4% | 0.01% | – |
| Q2 2020 | $15,000 | +25.0% | 622 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | – | 622 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 513,218 | $18,037,047 | 11.12% |
| Solano Wealth Management, Inc. | 377,613 | $13,271,218 | 9.68% |
| GeoWealth Management, LLC | 293,459 | $10,313 | 1.21% |
| IAG Wealth Partners, LLC | 91,487 | $3,215,316 | 0.89% |
| PFS INVESTMENTS INC. | 828,541 | $28,411 | 0.49% |
| MGO ONE SEVEN LLC | 159,735 | $5,613,884 | 0.36% |
| Collaborative Wealth Managment Inc. | 14,385 | $505,561 | 0.32% |
| First Heartland Consultants, Inc. | 50,414 | $1,771,800 | 0.27% |
| ERn Financial, LLC | 18,194 | $639,435 | 0.14% |
| Dynamic Advisor Solutions LLC | 54,348 | $1,910,059 | 0.11% |