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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $903,552 | -4.2% | 19,711 | +2.3% | 0.01% | 0.0% |
| Q2 2023 | $943,600 | +1461.3% | 19,265 | +1381.9% | 0.01% | +1300.0% |
| Q1 2023 | $60,437 | +8.3% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $55,822 | +9.5% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $51,000 | -5.6% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $54,000 | -12.9% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $62,000 | -72.2% | 1,300 | -70.5% | 0.00% | -66.7% |
| Q4 2021 | $223,000 | +271.7% | 4,400 | +238.5% | 0.00% | +200.0% |
| Q3 2021 | $60,000 | -1.6% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $61,000 | -99.9% | 1,300 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $114,686,000 | +220450.0% | 2,600 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $52,000 | +30.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | +2.6% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $39,000 | +18.2% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $33,000 | -23.3% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $43,000 | +7.5% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $40,000 | +37.9% | 1,300 | +30.0% | 0.00% | 0.0% |
| Q2 2019 | $29,000 | – | 1,000 | – | 0.00% | – |
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% |