INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 49 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,864,040 | +27.8% | 99,589 | +11.8% | 0.05% | +13.0% |
| Q3 2023 | $3,023,515 | -5.1% | 89,110 | +1.3% | 0.05% | -4.2% |
| Q2 2023 | $3,186,257 | +35.1% | 87,945 | +31.1% | 0.05% | +26.3% |
| Q1 2023 | $2,358,380 | +16.6% | 67,104 | +13.4% | 0.04% | +11.8% |
| Q4 2022 | $2,023,303 | +12.8% | 59,196 | +4.3% | 0.03% | 0.0% |
| Q3 2022 | $1,793,000 | -6.0% | 56,738 | -0.9% | 0.03% | -2.9% |
| Q2 2022 | $1,908,000 | -13.8% | 57,240 | +0.4% | 0.04% | +2.9% |
| Q1 2022 | $2,214,000 | – | 56,985 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Solano Wealth Management, Inc. | 553,518 | $20,098,223 | 11.01% |
| Traction Financial Partners, LLC | 115,979 | $4,361,976 | 3.18% |
| LANDMARK WEALTH MANAGEMENT, INC. | 41,537 | $1,508,238 | 0.83% |
| IAG Wealth Partners, LLC | 90,478 | $3,285,264 | 0.66% |
| HANTZ FINANCIAL SERVICES, INC. | 835,543 | $30,339 | 0.58% |
| ORRSTOWN FINANCIAL SERVICES INC | 27,935 | $1,014,320 | 0.54% |
| Avestar Capital, LLC | 72,821 | $2,644,131 | 0.27% |
| Sound Financial Strategies Group, LLC | 6,796 | $246,763 | 0.21% |
| Sequent Planning LLC | 10,482 | $375,360 | 0.13% |
| First Command Advisory Services, Inc. | 327,681 | $11,898,097 | 0.12% |