INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 33 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 80,021 | $3,368,000 | 1.56% |
| LWM Advisory Services, LLC | 24,477 | $1,030,000 | 1.28% |
| Collaborative Wealth Managment Inc. | 49,133 | $2,068,000 | 1.13% |
| GeoWealth Management, LLC | 162,883 | $6,854,000 | 0.56% |
| IAG Wealth Partners, LLC | 19,027 | $801,000 | 0.26% |
| Apella Capital, LLC | 33,283 | $1,401,000 | 0.18% |
| Dynamic Advisor Solutions LLC | 46,439 | $1,955,000 | 0.14% |
| ERn Financial, LLC | 10,166 | $428,000 | 0.10% |
| Advisor Resource Council | 27,275 | $1,148,000 | 0.09% |
| Raymond James Financial Services Advisors, Inc. | 1,019,442 | $42,905,000 | 0.08% |