Corient Private Wealth LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 152 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$51,911,339
-7.1%
1,132,451
-0.8%
0.12%
-7.8%
Q2 2023$55,901,130
+1.1%
1,141,305
-4.1%
0.13%
-13.4%
Q1 2023$55,306,993
+8.8%
1,189,654
+0.5%
0.15%
-19.5%
Q4 2022$50,813,9251,183,3700.18%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2023
NameSharesValueWeighting ↓
LWM Advisory Services, LLC 393,888$18,055,82919.36%
ACT Advisors, LLC. 446,945$20,487,97212.69%
Solano Wealth Management, Inc. 388,598$17,813,34612.36%
Alpha Financial Advisors, LLC 422,608$19,372,34012.27%
Core Wealth Advisors, Inc. 332,616$15,247,1086.24%
American Planning Services, Inc. 202,288$9,272,8826.16%
WALLER FINANCIAL PLANNING GROUP, INC 433,604$19,876,4175.78%
Rooted Wealth Advisors, Inc. 191,891$9,0905.60%
Burt Wealth Advisors 396,776$18,188,2125.59%
HBK Sorce Advisory LLC 2,730,326$125,158,1465.51%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders