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 | $9,272,882 | +1175.1% | 202,288 | +1262.5% | 6.16% | +1194.5% |
| Q2 2023 | $727,206 | +11.7% | 14,847 | +6.1% | 0.48% | +7.9% |
| Q1 2023 | $650,767 | -91.3% | 13,998 | -91.9% | 0.44% | -94.1% |
| Q4 2022 | $7,459,022 | +8.1% | 173,708 | +98040.1% | 7.45% | -13.0% |
| Q3 2022 | $6,903,000 | -31.9% | 177 | -99.9% | 8.57% | -24.1% |
| Q2 2022 | $10,141,000 | -18.8% | 246,209 | -6.1% | 11.28% | -15.4% |
| Q1 2022 | $12,486,000 | -3.1% | 262,321 | +3.3% | 13.34% | +17.0% |
| Q4 2021 | $12,879,000 | – | 254,027 | – | 11.40% | – |
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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% |