INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 81 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,859,853 | -10.9% | 149,740 | -6.2% | 0.04% | -25.4% |
Q1 2024 | $8,818,988 | +7.4% | 159,678 | -0.0% | 0.06% | -11.9% |
Q4 2023 | $8,210,391 | +11.4% | 159,704 | -0.6% | 0.07% | -6.9% |
Q3 2023 | $7,368,642 | +594.6% | 160,747 | +642.1% | 0.07% | +554.5% |
Q2 2023 | $1,060,907 | +114.9% | 21,660 | +104.0% | 0.01% | +120.0% |
Q1 2023 | $493,745 | -92.2% | 10,620 | -92.8% | 0.01% | -91.1% |
Q4 2022 | $6,346,790 | -99.9% | 147,806 | -51.4% | 0.06% | -12.5% |
Q3 2022 | $5,946,941,000 | +94325.9% | 304,176 | +98.9% | 0.06% | -1.5% |
Q2 2022 | $6,298,000 | -10.2% | 152,895 | +3.8% | 0.06% | -11.0% |
Q1 2022 | $7,014,000 | +1649.1% | 147,347 | +1763.0% | 0.07% | +1725.0% |
Q4 2021 | $401,000 | +49.1% | 7,909 | +36.2% | 0.00% | +33.3% |
Q3 2021 | $269,000 | -0.7% | 5,807 | +0.3% | 0.00% | 0.0% |
Q2 2021 | $271,000 | – | 5,791 | – | 0.00% | – |
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% |