INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 112 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,425,705 | -6.3% | 74,732 | +0.1% | 1.66% | -5.3% |
| Q2 2023 | $3,656,214 | +6.5% | 74,647 | +1.1% | 1.75% | -4.4% |
| Q1 2023 | $3,431,605 | +7.2% | 73,814 | -1.0% | 1.83% | +3.4% |
| Q4 2022 | $3,200,641 | +3.1% | 74,538 | -1.4% | 1.77% | +5.0% |
| Q3 2022 | $3,105,000 | +0.8% | 75,566 | +1.0% | 1.68% | +0.4% |
| Q2 2022 | $3,081,000 | – | 74,792 | – | 1.68% | – |
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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% |