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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |