INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 152 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. 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% | – |
Download |
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% |