INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 31 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,732 | -9.1% | 17,027 | -2.9% | 0.12% | -6.0% |
| Q2 2023 | $635,427 | -0.6% | 17,539 | -3.6% | 0.13% | -5.7% |
| Q1 2023 | $639,435 | +1.0% | 18,194 | -1.8% | 0.14% | -2.1% |
| Q4 2022 | $633,076 | -8.8% | 18,522 | -15.7% | 0.14% | -18.6% |
| Q3 2022 | $694,000 | -12.6% | 21,963 | -7.8% | 0.18% | -8.8% |
| Q2 2022 | $794,000 | +21.8% | 23,830 | +42.0% | 0.19% | +34.7% |
| Q1 2022 | $652,000 | +52.3% | 16,777 | +65.0% | 0.14% | +50.0% |
| Q4 2021 | $428,000 | – | 10,166 | – | 0.10% | – |
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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% |