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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $297,904 | -15.9% | 5,675 | -11.6% | 0.07% | -15.0% |
Q1 2024 | $354,422 | -19.7% | 6,417 | -25.2% | 0.08% | -23.8% |
Q4 2023 | $441,299 | -26.6% | 8,584 | -34.5% | 0.10% | -37.9% |
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% | – |
Download |
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% |