INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $538,479 | -17.2% | 14,340 | -25.2% | 0.03% | -34.8% |
| Q3 2023 | $650,216 | -7.8% | 19,163 | -1.5% | 0.05% | -8.0% |
| Q2 2023 | $705,186 | +2.7% | 19,464 | -3.1% | 0.05% | -20.6% |
| Q4 2022 | $686,588 | -7.1% | 20,087 | -14.1% | 0.06% | -26.7% |
| Q3 2022 | $739,000 | -4.9% | 23,384 | +0.3% | 0.09% | -7.5% |
| Q2 2022 | $777,000 | -29.1% | 23,306 | -17.4% | 0.09% | -39.6% |
| Q1 2022 | $1,096,000 | -21.8% | 28,206 | -15.3% | 0.15% | -14.0% |
| Q4 2021 | $1,401,000 | -79.3% | 33,283 | -80.3% | 0.18% | -67.8% |
| Q3 2021 | $6,768,000 | – | 168,617 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 513,218 | $18,037,047 | 11.12% |
| Solano Wealth Management, Inc. | 377,613 | $13,271,218 | 9.68% |
| GeoWealth Management, LLC | 293,459 | $10,313 | 1.21% |
| IAG Wealth Partners, LLC | 91,487 | $3,215,316 | 0.89% |
| PFS INVESTMENTS INC. | 828,541 | $28,411 | 0.49% |
| MGO ONE SEVEN LLC | 159,735 | $5,613,884 | 0.36% |
| Collaborative Wealth Managment Inc. | 14,385 | $505,561 | 0.32% |
| First Heartland Consultants, Inc. | 50,414 | $1,771,800 | 0.27% |
| ERn Financial, LLC | 18,194 | $639,435 | 0.14% |
| Dynamic Advisor Solutions LLC | 54,348 | $1,910,059 | 0.11% |