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 | $4,571,783 | -9.6% | 87,098 | -4.8% | 1.71% | -15.8% |
Q1 2024 | $5,054,943 | +1.1% | 91,525 | -5.8% | 2.03% | -10.1% |
Q4 2023 | $4,997,641 | +11.0% | 97,211 | -1.1% | 2.26% | -0.4% |
Q3 2023 | $4,503,623 | -6.6% | 98,247 | -0.2% | 2.26% | -3.0% |
Q2 2023 | $4,820,418 | +1.0% | 98,416 | -4.1% | 2.34% | -4.7% |
Q1 2023 | $4,771,701 | +9.8% | 102,639 | +1.4% | 2.45% | +4.5% |
Q4 2022 | $4,346,315 | +7.2% | 101,218 | -1.3% | 2.35% | -3.5% |
Q3 2022 | $4,056,000 | +12.9% | 102,506 | +17.5% | 2.43% | +18.3% |
Q2 2022 | $3,594,000 | +0.0% | 87,263 | +17.0% | 2.05% | +18.3% |
Q1 2022 | $3,593,000 | -11.2% | 74,566 | -6.6% | 1.74% | -13.4% |
Q4 2021 | $4,047,000 | +15.3% | 79,818 | +6.9% | 2.00% | +1.7% |
Q3 2021 | $3,511,000 | +941.8% | 74,633 | +935.1% | 1.97% | +921.2% |
Q2 2021 | $337,000 | – | 7,210 | – | 0.19% | – |
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% |