INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 245 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30,264,074 | +1.2% | 576,568 | +6.5% | 2.04% | -11.9% |
| Q1 2024 | $29,892,671 | +11.7% | 541,240 | +4.0% | 2.32% | +2.4% |
| Q4 2023 | $26,767,699 | +20.9% | 520,671 | +7.8% | 2.26% | +7.7% |
| 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 | $9,146,544 | – | 213,008 | – | 1.21% | – |
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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% |