INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 124 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $346,289 | +12.4% | 7,070 | +6.7% | 0.01% | 0.0% |
| Q1 2023 | $307,950 | -27.7% | 6,624 | -33.3% | 0.01% | -38.1% |
| Q4 2022 | $426,180 | +28.0% | 9,925 | +16.3% | 0.02% | +10.5% |
| Q3 2022 | $333,000 | +15.2% | 8,537 | +21.7% | 0.02% | +11.8% |
| Q2 2022 | $289,000 | -15.5% | 7,015 | -2.5% | 0.02% | -10.5% |
| Q1 2022 | $342,000 | +0.9% | 7,195 | +7.5% | 0.02% | 0.0% |
| Q4 2021 | $339,000 | +9.0% | 6,692 | -0.4% | 0.02% | -9.5% |
| Q3 2021 | $311,000 | -2.2% | 6,719 | -1.0% | 0.02% | -8.7% |
| Q2 2021 | $318,000 | +5.3% | 6,790 | -1.0% | 0.02% | -14.8% |
| Q1 2021 | $302,000 | -36.8% | 6,857 | -57.3% | 0.03% | -63.5% |
| Q2 2020 | $478,000 | -8.3% | 16,061 | -19.8% | 0.07% | -27.5% |
| Q1 2020 | $521,000 | +4.6% | 20,034 | +34.8% | 0.10% | 0.0% |
| Q4 2019 | $498,000 | +4.4% | 14,866 | -3.3% | 0.10% | +32.5% |
| Q3 2019 | $477,000 | +6.2% | 15,371 | +1.7% | 0.08% | 0.0% |
| Q2 2019 | $449,000 | – | 15,107 | – | 0.08% | – |
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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% |