INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 32 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,337,530 | -3.2% | 540,452 | +3.3% | 11.08% | +0.7% |
| Q2 2023 | $18,949,525 | +5.1% | 523,034 | +1.9% | 11.00% | -1.0% |
| Q1 2023 | $18,037,047 | +3.0% | 513,218 | +0.2% | 11.12% | +9.3% |
| Q4 2022 | $17,504,955 | +9.6% | 512,140 | +1.3% | 10.17% | +0.5% |
| Q3 2022 | $15,973,000 | -2.2% | 505,446 | +3.2% | 10.12% | -0.1% |
| Q2 2022 | $16,330,000 | -6.6% | 489,912 | +8.9% | 10.14% | -1.2% |
| Q1 2022 | $17,486,000 | – | 449,973 | – | 10.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 513,218 | $18,037,047 | 11.12% |
| Solano Wealth Management, Inc. | 377,613 | $13,271,218 | 9.68% |
| GeoWealth Management, LLC | 293,459 | $10,313 | 1.21% |
| IAG Wealth Partners, LLC | 91,487 | $3,215,316 | 0.89% |
| PFS INVESTMENTS INC. | 828,541 | $28,411 | 0.49% |
| MGO ONE SEVEN LLC | 159,735 | $5,613,884 | 0.36% |
| Collaborative Wealth Managment Inc. | 14,385 | $505,561 | 0.32% |
| First Heartland Consultants, Inc. | 50,414 | $1,771,800 | 0.27% |
| ERn Financial, LLC | 18,194 | $639,435 | 0.14% |
| Dynamic Advisor Solutions LLC | 54,348 | $1,910,059 | 0.11% |