Waterloo Capital, L.P. - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 205 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is 1.09 and the average weighting 0.9%.

Quarter-by-quarter ownership
Waterloo Capital, L.P. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$716,396
-70.7%
15,628
-68.6%
0.21%
-70.9%
Q2 2023$2,441,629
+6.9%
49,850
+1.4%
0.72%
+2.1%
Q1 2023$2,284,664
+727.8%
49,143
+363.5%
0.71%
+260.2%
Q1 2020$276,00010,6020.20%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
ACT Advisors, LLC. 658,141$30,596,95919.72%
LWM Advisory Services, LLC 307,048$14,274,64415.24%
Alpha Financial Advisors, LLC 413,294$19,214,02113.34%
Solano Wealth Management, Inc. 363,795$16,912,82712.34%
WALLER FINANCIAL PLANNING GROUP, INC 421,952$19,616,5705.56%
HBK Sorce Advisory LLC 2,633,036$122,409,8495.55%
Fluent Financial, LLC 156,978$7,297,8154.98%
Clarius Group, LLC 1,163,897$54,109,5544.60%
ERn Financial, LLC 416,398$19,358,3284.26%
AJ WEALTH STRATEGIES, LLC 1,654,828$76,932,9624.01%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders