INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 109 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,822,000 | – | 41,373 | – | 1.53% | – |
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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% |