INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 114 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,775,265 | +5.2% | 82,358 | +12.4% | 0.32% | +4.2% |
| Q2 2023 | $3,589,172 | +371.8% | 73,278 | +347.8% | 0.31% | +331.0% |
| Q1 2023 | $760,800 | +69.3% | 16,365 | +56.4% | 0.07% | +54.3% |
| Q4 2022 | $449,323 | -10.7% | 10,463 | -19.7% | 0.05% | +58.6% |
| Q3 2022 | $503,000 | +19.8% | 13,029 | +28.2% | 0.03% | +20.8% |
| Q2 2022 | $420,000 | -12.9% | 10,163 | +0.2% | 0.02% | +4.3% |
| Q1 2022 | $482,000 | +49.7% | 10,142 | +60.1% | 0.02% | -28.1% |
| Q4 2021 | $322,000 | +13.8% | 6,336 | +4.3% | 0.03% | +10.3% |
| Q2 2021 | $283,000 | +13.7% | 6,073 | +7.6% | 0.03% | -12.1% |
| Q1 2021 | $249,000 | +9.7% | 5,642 | -1.1% | 0.03% | 0.0% |
| Q4 2020 | $227,000 | – | 5,702 | – | 0.03% | – |
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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% |