INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 109 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,279 | +31.8% | 224,232 | +40.9% | 0.02% | +31.2% |
| Q2 2023 | $7,798 | +838.4% | 159,199 | +790.0% | 0.02% | +700.0% |
| Q1 2023 | $831 | +44.5% | 17,887 | +33.5% | 0.00% | +100.0% |
| Q4 2022 | $575 | -99.9% | 13,402 | -49.6% | 0.00% | -66.7% |
| Q3 2022 | $1,039,000 | +15.8% | 26,600 | +22.1% | 0.00% | +50.0% |
| Q2 2022 | $897,000 | -36.0% | 21,785 | -26.0% | 0.00% | -33.3% |
| Q1 2022 | $1,402,000 | +3.0% | 29,456 | +9.7% | 0.00% | 0.0% |
| Q4 2021 | $1,361,000 | -17.0% | 26,844 | -24.2% | 0.00% | -25.0% |
| Q3 2021 | $1,640,000 | +21.3% | 35,432 | +22.5% | 0.00% | +33.3% |
| Q2 2021 | $1,352,000 | -36.4% | 28,927 | -40.0% | 0.00% | -50.0% |
| Q1 2021 | $2,125,000 | +857.2% | 48,184 | +569.8% | 0.01% | +500.0% |
| Q3 2020 | $222,000 | +4.2% | 7,194 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $213,000 | -35.5% | 7,194 | -43.4% | 0.00% | -50.0% |
| Q1 2020 | $330,000 | -23.3% | 12,701 | -1.3% | 0.00% | 0.0% |
| Q4 2019 | $430,000 | +9.7% | 12,868 | +1.7% | 0.00% | 0.0% |
| Q3 2019 | $392,000 | +4.5% | 12,651 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $375,000 | – | 12,651 | – | 0.00% | – |
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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% |