INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 5 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,433 | -6.6% | 96,584 | -0.4% | 0.32% | -41.4% |
| Q2 2023 | $4,748 | +103.1% | 96,947 | +92.8% | 0.56% | +85.0% |
| Q1 2023 | $2,338 | -99.9% | 50,293 | +6.0% | 0.30% | +7.1% |
| Q4 2022 | $2,037,149 | +8.9% | 47,442 | -1.0% | 0.28% | +12.9% |
| Q3 2022 | $1,871,000 | -35.8% | 47,914 | -42.7% | 0.25% | +24.0% |
| Q2 2022 | $2,913,000 | – | 83,574 | – | 0.20% | – |
Download | ||||||
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% |