INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 46 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,459,815 | +1375.9% | 140,921 | +1477.0% | 0.33% | +1326.1% |
| Q2 2023 | $437,700 | +6.3% | 8,936 | +0.8% | 0.02% | -4.2% |
| Q1 2023 | $411,932 | +18.3% | 8,861 | +9.2% | 0.02% | +9.1% |
| Q4 2022 | $348,312 | +12.0% | 8,112 | +1.8% | 0.02% | -8.3% |
| Q3 2022 | $311,000 | +1.0% | 7,971 | +6.5% | 0.02% | -11.1% |
| Q2 2022 | $308,000 | -13.5% | 7,487 | +0.2% | 0.03% | 0.0% |
| Q1 2022 | $356,000 | -3.5% | 7,472 | +2.5% | 0.03% | 0.0% |
| Q4 2021 | $369,000 | +12.5% | 7,288 | +2.7% | 0.03% | 0.0% |
| Q3 2021 | $328,000 | +0.3% | 7,094 | +1.6% | 0.03% | +28.6% |
| Q2 2021 | $327,000 | +1.6% | 6,985 | -4.2% | 0.02% | -8.7% |
| Q1 2021 | $322,000 | +50.5% | 7,293 | +1.3% | 0.02% | -20.7% |
| Q2 2020 | $214,000 | – | 7,198 | – | 0.03% | – |
Download | ||||||
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% |