INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 5 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 671,117 | $28,817,743 | 18.34% |
| Alpha Financial Advisors, LLC | 402,498 | $17,283,262 | 15.01% |
| American Planning Services, Inc. | 173,708 | $7,459,022 | 7.45% |
| HBK Sorce Advisory LLC | 5,197,570 | $223,184 | 6.00% |
| Perennial Investment Advisors, LLC | 258,346 | $11,093,179 | 4.51% |
| Clarius Group, LLC | 1,108,466 | $47,598 | 4.29% |
| Fluent Financial, LLC | 162,543 | $6,979,510 | 4.16% |
| ERn Financial, LLC | 413,551 | $17,757,861 | 4.05% |
| AJ WEALTH STRATEGIES, LLC | 1,656,452 | $71,128 | 3.74% |
| Leicht Financial Planning & Wealth Management, Inc. | 102,382 | $4,396,283 | 2.95% |