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
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 ↓ |
---|---|---|---|
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% |