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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,948,344 | -8.4% | 151,580 | -2.1% | 3.73% | -24.1% |
| Q2 2023 | $7,584,122 | +3.9% | 154,843 | -1.4% | 4.92% | -1.2% |
| Q1 2023 | $7,297,815 | +4.6% | 156,978 | -3.4% | 4.98% | +19.8% |
| Q4 2022 | $6,979,510 | +12.1% | 162,543 | +1.9% | 4.16% | +21.7% |
| Q3 2022 | $6,228,000 | +4.2% | 159,444 | +9.8% | 3.42% | +11.5% |
| Q2 2022 | $5,979,000 | -18.8% | 145,161 | -6.2% | 3.06% | +1.4% |
| Q1 2022 | $7,366,000 | – | 154,794 | – | 3.02% | – |
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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% |