Redwood Wealth Management Group, 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 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
Redwood Wealth Management Group, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$246,848
-7.0%
5,385
-0.6%
0.29%
-1.7%
Q2 2023$265,472
+2.7%
5,420
-2.6%
0.29%
+0.3%
Q1 2023$258,577
+7.4%
5,562
-0.8%
0.29%
-2.3%
Q4 2022$240,7655,6070.30%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 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