INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 245 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $293,367 | -35.6% | 5,589 | -32.3% | 0.15% | -38.4% |
| Q1 2024 | $455,758 | +3.1% | 8,252 | -4.0% | 0.24% | -10.9% |
| Q4 2023 | $442,126 | -15.8% | 8,600 | -24.9% | 0.27% | -22.0% |
| Q3 2023 | $524,960 | +1.9% | 11,452 | +8.8% | 0.34% | -2.3% |
| Q2 2023 | $515,417 | +83031.8% | 10,523 | -21.1% | 0.35% | -39.9% |
| Q1 2023 | $620 | +3.7% | 13,336 | -4.2% | 0.58% | +3.0% |
| Q4 2022 | $598 | -99.9% | 13,916 | +16.6% | 0.56% | +38.6% |
| Q3 2022 | $466,000 | -4.3% | 11,934 | +1.0% | 0.41% | +0.2% |
| Q2 2022 | $487,000 | -18.3% | 11,816 | -5.6% | 0.41% | -1.7% |
| Q1 2022 | $596,000 | -51.7% | 12,512 | -50.8% | 0.41% | -8.6% |
| Q4 2021 | $1,233,000 | +111.9% | 25,423 | +102.1% | 0.45% | -3.6% |
| Q3 2021 | $582,000 | -0.2% | 12,578 | +0.8% | 0.47% | 0.0% |
| Q2 2021 | $583,000 | +1.4% | 12,474 | -4.3% | 0.47% | -11.8% |
| Q1 2021 | $575,000 | +4.7% | 13,039 | -5.6% | 0.53% | -7.8% |
| Q4 2020 | $549,000 | +30.7% | 13,810 | -2.1% | 0.58% | -9.0% |
| Q3 2020 | $420,000 | 0.0% | 14,111 | 0.0% | 0.63% | 0.0% |
| Q2 2020 | $420,000 | – | 14,111 | – | 0.63% | – |
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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% |