John W. Brooker & Co., CPAs - INVESCO EXCH TRD SLF IDX FD ownership

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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%.

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Quarter-by-quarter ownership
John W. Brooker & Co., CPAs ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$3,761,602
+8.4%
82,059
+15.9%
2.38%
+5.9%
Q2 2023$3,468,605
+64.4%
70,817
+59.9%
2.24%
+60.7%
Q1 2023$2,109,545
+71.3%
44,295
+54.5%
1.40%
+73.5%
Q4 2022$1,231,286
+109.0%
28,675
+90.2%
0.80%
+113.0%
Q3 2022$589,000
+60.1%
15,080
+69.0%
0.38%
+68.0%
Q2 2022$368,000
-25.2%
8,925
-13.6%
0.22%
-15.7%
Q1 2022$492,000
-5.0%
10,329
+1.1%
0.27%
+0.4%
Q4 2021$518,000
+14.9%
10,218
+4.9%
0.27%
+4.7%
Q3 2021$451,000
-3.4%
9,738
-2.4%
0.25%
-6.6%
Q2 2021$467,000
+4.9%
9,982
-1.1%
0.27%
-1.8%
Q1 2021$445,000
+9.3%
10,094
-1.5%
0.28%
+4.1%
Q4 2020$407,000
+24.8%
10,250
-2.8%
0.27%
+17.2%
Q3 2020$326,000
-65.8%
10,546
-67.1%
0.23%
-66.5%
Q2 2020$952,000
+12.9%
32,020
-1.1%
0.68%
+11.7%
Q1 2020$843,000
-20.8%
32,390
+1.9%
0.61%
-10.7%
Q4 2019$1,064,000–31,778–0.68%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
LWM Advisory Services, LLC 393,888$18,055,82919.36%
ACT Advisors, LLC. 446,945$20,487,97212.69%
Solano Wealth Management, Inc. 388,598$17,813,34612.36%
Alpha Financial Advisors, LLC 422,608$19,372,34012.27%
Core Wealth Advisors, Inc. 332,616$15,247,1086.24%
American Planning Services, Inc. 202,288$9,272,8826.16%
WALLER FINANCIAL PLANNING GROUP, INC 433,604$19,876,4175.78%
Rooted Wealth Advisors, Inc. 191,891$9,0905.60%
Burt Wealth Advisors 396,776$18,188,2125.59%
HBK Sorce Advisory LLC 2,730,326$125,158,1465.51%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders