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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,567,680 | -9.5% | 56,014 | -3.3% | 0.78% | -10.0% |
| Q2 2023 | $2,836,793 | +39.8% | 57,917 | +32.7% | 0.87% | +23.8% |
| Q1 2023 | $2,028,568 | +7.5% | 43,634 | -0.8% | 0.70% | -12.3% |
| Q4 2022 | $1,887,832 | -6.7% | 43,964 | -15.2% | 0.80% | -17.9% |
| Q3 2022 | $2,024,000 | -2.3% | 51,839 | +3.0% | 0.97% | +5.4% |
| Q2 2022 | $2,072,000 | -99.9% | 50,312 | +3.3% | 0.92% | +11.9% |
| Q1 2022 | $2,318,645,000 | +91041.7% | 48,711 | -3.0% | 0.82% | -16.5% |
| Q4 2021 | $2,544,000 | +10.9% | 50,195 | +1.3% | 0.99% | +10.6% |
| Q3 2021 | $2,294,000 | – | 49,554 | – | 0.89% | – |
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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% |