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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,743 | -6.4% | 2,045 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $100,164 | +5.4% | 2,045 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $95,072 | +8.3% | 2,045 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $87,812 | +11.2% | 2,045 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $79,000 | -51.8% | 2,045 | -40.8% | 0.01% | -28.6% |
| Q1 2022 | $164,000 | -6.3% | 3,457 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $175,000 | +8.0% | 3,457 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $162,000 | -4.1% | 3,457 | -4.2% | 0.01% | -14.3% |
| Q2 2021 | $169,000 | +1.2% | 3,607 | 0.0% | 0.01% | +40.0% |
| Q1 2021 | $167,000 | +9.9% | 3,607 | +4.3% | 0.01% | -16.7% |
| Q4 2020 | $152,000 | +46.2% | 3,457 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $104,000 | +6.1% | 3,457 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $98,000 | – | 3,457 | – | 0.01% | – |
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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% |