Alpha Financial Advisors, LLC - INVESCO EXCH TRD SLF IDX FD ownership

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INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 5 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.

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Quarter-by-quarter ownership
Alpha Financial Advisors, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$19,372,340
-5.9%
422,608
+0.5%
12.27%
-4.8%
Q2 2023$20,592,846
+7.2%
420,434
+1.7%
12.89%
-3.4%
Q1 2023$19,214,021
+11.2%
413,294
+2.7%
13.34%
-11.1%
Q4 2022$17,283,262–402,498–15.01%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2023
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 436,183$22,424,1915.90%
CHANNEL WEALTH LLC 80,942$4,161,2281.96%
BALDWIN BROTHERS LLC/MA 274,410$14,107,4381.11%
Apella Capital, LLC 37,046$1,854,9100.10%
Bartlett & Co. LLC 23$10.00%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders