INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 282 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,389,870 | +11.5% | 121,735 | +17.3% | 2.32% | +0.5% |
Q1 2024 | $5,731,659 | +37.7% | 103,778 | +28.2% | 2.30% | +17.3% |
Q4 2023 | $4,161,228 | +52.1% | 80,942 | +35.6% | 1.96% | +28.2% |
Q3 2023 | $2,736,465 | +260.1% | 59,696 | +284.7% | 1.53% | +250.6% |
Q2 2023 | $760,023 | +217.4% | 15,517 | +201.2% | 0.44% | +183.8% |
Q1 2023 | $239,470 | – | 5,151 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ACT Advisors, LLC. | 529,290 | $24,760,000 | 19.57% |
Piedmont Capital Management, LLC | 209,620 | $9,200,000 | 8.60% |
Kore Private Wealth LLC | 996,203 | $43,942,000 | 5.93% |
STRINGER ASSET MANAGEMENT, LLC | 114,126 | $5,034,000 | 5.26% |
Leicht Financial Planning & Wealth Management, Inc. | 182,742 | $8,061,000 | 5.22% |
HBK Sorce Advisory LLC | 1,829,909 | $80,718,000 | 4.81% |
Perennial Investment Advisors, LLC | 245,785 | $10,842,000 | 4.28% |
Clarius Group, LLC | 865,281 | $38,168,000 | 3.74% |
CreativeOne Wealth, LLC | 963,245 | $42,489,000 | 3.22% |
Carroll Financial Associates, Inc. | 645,622 | $28,478,000 | 1.75% |