Fermata Advisors, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 89 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$601,180
-24.5%
13,114
-29.3%
0.17%
-28.4%
Q4 2022$796,203
-13.8%
18,540
-21.6%
0.24%
-21.6%
Q3 2022$924,000
-37.7%
23,647
-34.3%
0.30%
-41.8%
Q2 2022$1,482,000
-38.7%
35,982
-29.1%
0.52%
-42.9%
Q1 2022$2,416,000
-55.0%
50,754
-52.1%
0.91%
-53.9%
Q4 2021$5,370,000
+36.5%
105,912
+24.7%
1.97%
+13.2%
Q3 2021$3,933,000
+53.9%
84,956
+55.5%
1.74%
+16.9%
Q2 2021$2,555,000
+40.2%
54,632
+32.0%
1.48%
-3.1%
Q1 2021$1,822,00041,3731.53%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2021
NameSharesValueWeighting ↓
ACT Advisors, LLC. 671,117$28,817,74318.34%
Alpha Financial Advisors, LLC 402,498$17,283,26215.01%
American Planning Services, Inc. 173,708$7,459,0227.45%
HBK Sorce Advisory LLC 5,197,570$223,1846.00%
Perennial Investment Advisors, LLC 258,346$11,093,1794.51%
Clarius Group, LLC 1,108,466$47,5984.29%
Fluent Financial, LLC 162,543$6,979,5104.16%
ERn Financial, LLC 413,551$17,757,8614.05%
AJ WEALTH STRATEGIES, LLC 1,656,452$71,1283.74%
Leicht Financial Planning & Wealth Management, Inc. 102,382$4,396,2832.95%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders