Arkadios Wealth Advisors - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 124 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$22,147,256
+45.3%
483,143
+55.2%
2.10%
+18.5%
Q2 2023$15,244,188
+16.0%
311,233
+10.1%
1.77%
+13.3%
Q1 2023$13,141,885
+43.7%
282,682
+32.7%
1.56%
+29.1%
Q4 2022$9,146,544213,0081.21%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2022
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