INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 50 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $49,645 | -5.2% | 1,271 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $52,352 | +8.7% | 1,271 | +25.6% | 0.00% | 0.0% |
| Q1 2022 | $48,171 | +850.1% | 1,012 | +912.0% | 0.00% | – |
| Q4 2021 | $5,070 | +9.5% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $4,630 | -1.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $4,677 | +6.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $4,411 | +11.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $3,973 | -90.0% | 100 | -92.2% | 0.00% | -100.0% |
| Q3 2020 | $39,578 | +4.0% | 1,280 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $38,067 | +14.3% | 1,280 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $33,306 | -22.3% | 1,280 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $42,854 | -23.9% | 1,280 | -29.5% | 0.00% | -40.0% |
| Q3 2019 | $56,319 | +4.5% | 1,815 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $53,906 | – | 1,815 | – | 0.01% | – |
Download | ||||||
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% |