INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 114 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
---|---|---|---|
ACT Advisors, LLC. | 679,715 | $34,462,000 | 25.31% |
American Planning Services, Inc. | 254,027 | $12,879,000 | 11.40% |
Kore Private Wealth LLC | 1,112,544 | $56,406,000 | 6.88% |
HBK Sorce Advisory LLC | 1,881,940 | $95,415,000 | 4.83% |
Clarius Group, LLC | 1,021,552 | $51,793,000 | 4.10% |
Perennial Investment Advisors, LLC | 241,264 | $12,225,000 | 3.82% |
Coco Enterprises, LLC | 192,901 | $4,261,000 | 3.35% |
ERn Financial, LLC | 282,419 | $14,319,000 | 3.20% |
Leicht Financial Planning & Wealth Management, Inc. | 100,387 | $5,090,000 | 2.90% |
Monterey Private Wealth, Inc. | 79,818 | $4,047,000 | 2.00% |