INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 152 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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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% |