INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 205 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is 1.09 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,249,644 | -0.5% | 27,261 | +6.3% | 0.81% | -7.9% |
| Q2 2023 | $1,256,346 | +82.5% | 25,650 | +73.2% | 0.88% | +83.5% |
| Q1 2023 | $688,547 | +15.5% | 14,811 | +6.7% | 0.48% | +7.4% |
| Q4 2022 | $596,000 | +12.2% | 13,878 | +2.0% | 0.44% | -11.5% |
| Q3 2022 | $531,000 | -23.0% | 13,603 | -18.9% | 0.50% | -30.2% |
| Q2 2022 | $690,000 | -11.9% | 16,763 | +8.5% | 0.72% | -4.1% |
| Q4 2021 | $783,000 | -0.4% | 15,444 | -6.5% | 0.75% | -9.3% |
| Q1 2021 | $786,000 | – | 16,509 | – | 0.83% | – |
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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% |