INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 205 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is 1.09 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,251,165 | -4.4% | 49,109 | +2.1% | 0.22% | -2.7% |
| Q2 2023 | $2,355,884 | +21.1% | 48,099 | +14.9% | 0.22% | +10.8% |
| Q1 2023 | $1,945,400 | +179.6% | 41,846 | +158.3% | 0.20% | +167.1% |
| Q4 2022 | $695,714 | +15.2% | 16,202 | +4.9% | 0.08% | +13.4% |
| Q3 2022 | $604,000 | +28.2% | 15,452 | +35.3% | 0.07% | +36.7% |
| Q2 2022 | $471,000 | -20.7% | 11,424 | -8.5% | 0.05% | -7.5% |
| Q1 2022 | $594,000 | -6.6% | 12,487 | -0.5% | 0.05% | -5.4% |
| Q4 2021 | $636,000 | +31.1% | 12,547 | +27.2% | 0.06% | +30.2% |
| Q3 2021 | $485,000 | – | 9,862 | – | 0.04% | – |
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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% |