INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 124 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,135 | +2.5% | 9,253 | +9.5% | 0.01% | 0.0% |
| Q2 2023 | $413,942 | +2.9% | 8,451 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $402,319 | +8.6% | 8,654 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $370,618 | +0.9% | 8,631 | -8.3% | 0.01% | 0.0% |
| Q3 2022 | $367,488 | -17.4% | 9,408 | -12.9% | 0.01% | -25.0% |
| Q2 2022 | $445,000 | -15.7% | 10,796 | -2.7% | 0.01% | -11.1% |
| Q1 2022 | $528,000 | – | 11,100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 436,183 | $22,424,191 | 5.90% |
| CHANNEL WEALTH LLC | 80,942 | $4,161,228 | 1.96% |
| BALDWIN BROTHERS LLC/MA | 274,410 | $14,107,438 | 1.11% |
| Apella Capital, LLC | 37,046 | $1,854,910 | 0.10% |
| Bartlett & Co. LLC | 23 | $1 | 0.00% |