INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 33 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,740 | -5.2% | 150 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -14.2% | 150 | 0.0% | 0.00% | – |
| Q1 2022 | $5,829 | -7.7% | 150 | 0.0% | 0.00% | – |
| Q4 2021 | $6,313 | +6.1% | 150 | 0.0% | 0.00% | – |
| Q3 2021 | $5,948 | -4.6% | 150 | 0.0% | 0.00% | – |
| Q2 2021 | $6,234 | +5.4% | 150 | 0.0% | 0.00% | – |
| Q1 2021 | $5,912 | +19.6% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $4,943 | +38.7% | 150 | 0.0% | 0.00% | – |
| Q3 2020 | $3,565 | +3.8% | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $3,433 | +18.7% | 150 | 0.0% | 0.00% | – |
| Q1 2020 | $2,893 | -33.7% | 150 | 0.0% | 0.00% | – |
| Q4 2019 | $4,364 | +7.8% | 150 | 0.0% | 0.00% | – |
| Q3 2019 | $4,048 | +0.5% | 150 | 0.0% | 0.00% | – |
| Q2 2019 | $4,027 | – | 150 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 540,452 | $18,337,530 | 11.08% |
| Solano Wealth Management, Inc. | 453,641 | $15,392,031 | 10.68% |
| GeoWealth Management, LLC | 330,038 | $11,199 | 1.27% |
| IAG Wealth Partners, LLC | 104,765 | $3,554,669 | 0.99% |
| Lionsbridge Wealth Management LLC | 20,912 | $709,544 | 0.67% |
| MGO ONE SEVEN LLC | 179,356 | $6,085,558 | 0.47% |
| Collaborative Wealth Managment Inc. | 11,843 | $401,833 | 0.24% |
| DENVER WEALTH MANAGEMENT, INC. | 8,793 | $298,355 | 0.19% |
| Avestar Capital, LLC | 34,552 | $1,172,349 | 0.17% |
| ERn Financial, LLC | 17,027 | $577,732 | 0.12% |