INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 24 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,929 | +0.3% | 2,061 | +7.1% | 0.02% | +4.5% |
| Q2 2023 | $69,743 | +3.4% | 1,925 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $67,478 | +2.8% | 1,920 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $65,626 | +39.6% | 1,920 | +28.8% | 0.02% | +33.3% |
| Q3 2022 | $47,000 | +6.8% | 1,491 | +12.0% | 0.02% | +12.5% |
| Q2 2022 | $44,000 | -15.4% | 1,331 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $52,000 | -8.8% | 1,331 | -1.6% | 0.02% | -5.6% |
| Q4 2021 | $57,000 | +14.0% | 1,353 | +6.6% | 0.02% | +5.9% |
| Q3 2021 | $50,000 | – | 1,269 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 540,452 | $18,337,530 | 11.08% |
| Solano Wealth Management, Inc. | 453,641 | $15,392,031 | 10.68% |
| GeoWealth Management, LLC | 330,038 | $11,199 | 1.27% |
| IAG Wealth Partners, LLC | 104,765 | $3,554,669 | 0.99% |
| Lionsbridge Wealth Management LLC | 20,912 | $709,544 | 0.67% |
| MGO ONE SEVEN LLC | 179,356 | $6,085,558 | 0.47% |
| Collaborative Wealth Managment Inc. | 11,843 | $401,833 | 0.24% |
| DENVER WEALTH MANAGEMENT, INC. | 8,793 | $298,355 | 0.19% |
| Avestar Capital, LLC | 34,552 | $1,172,349 | 0.17% |
| ERn Financial, LLC | 17,027 | $577,732 | 0.12% |