INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 109 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $263,318 | +3.4% | 5,376 | -1.9% | 0.05% | 0.0% |
| Q1 2023 | $254,725 | +9.3% | 5,479 | +1.0% | 0.05% | -7.8% |
| Q4 2022 | $233,006 | -2.1% | 5,426 | -11.0% | 0.05% | -12.1% |
| Q3 2022 | $238,000 | -7.4% | 6,095 | -2.2% | 0.06% | -3.3% |
| Q2 2022 | $257,000 | -14.6% | 6,229 | -1.7% | 0.06% | +3.4% |
| Q1 2022 | $301,000 | -6.5% | 6,334 | -0.2% | 0.06% | +5.5% |
| Q4 2021 | $322,000 | -1.8% | 6,346 | -10.3% | 0.06% | -8.3% |
| Q3 2021 | $328,000 | -1.8% | 7,074 | -1.1% | 0.06% | -1.6% |
| Q2 2021 | $334,000 | +13.2% | 7,152 | +7.0% | 0.06% | +5.2% |
| Q1 2021 | $295,000 | -12.5% | 6,685 | -21.1% | 0.06% | -22.7% |
| Q4 2020 | $337,000 | +12.3% | 8,478 | -12.6% | 0.08% | -5.1% |
| Q3 2020 | $300,000 | – | 9,699 | – | 0.08% | – |
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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% |