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 | $4,847 | -5.7% | 105,729 | +0.7% | 2.33% | +28.6% |
| Q2 2023 | $5,142 | +18.0% | 104,975 | +11.9% | 1.81% | +8.5% |
| Q1 2023 | $4,359 | +707.2% | 93,772 | +645.3% | 1.67% | +231.7% |
| Q4 2022 | $540 | -99.9% | 12,582 | -16.4% | 0.50% | -18.2% |
| Q3 2022 | $588,000 | -1.7% | 15,055 | +3.8% | 0.62% | -10.3% |
| Q2 2022 | $598,000 | -12.3% | 14,506 | +7.9% | 0.69% | +106.3% |
| Q1 2022 | $682,000 | 0.0% | 13,446 | 0.0% | 0.33% | -52.1% |
| Q4 2021 | $682,000 | – | 13,446 | – | 0.70% | – |
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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% |