INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 48 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,110,331 | -23.3% | 297,976 | -18.1% | 0.00% | 0.0% |
| Q2 2023 | $13,185,041 | +18.4% | 363,926 | +14.8% | 0.00% | 0.0% |
| Q1 2023 | $11,137,352 | +77.9% | 316,897 | +73.0% | 0.00% | 0.0% |
| Q4 2022 | $6,259,212 | +21.7% | 183,125 | +12.5% | 0.00% | 0.0% |
| Q3 2022 | $5,144,000 | +17.5% | 162,781 | +23.9% | 0.00% | – |
| Q2 2022 | $4,378,000 | +258.6% | 131,342 | +318.1% | 0.00% | – |
| Q1 2022 | $1,221,000 | -79.7% | 31,413 | -78.0% | 0.00% | -100.0% |
| Q4 2021 | $6,009,000 | +483.4% | 142,776 | +449.5% | 0.00% | – |
| Q3 2021 | $1,030,000 | -14.2% | 25,984 | -10.0% | 0.00% | – |
| Q2 2021 | $1,200,000 | +6215.8% | 28,870 | +5803.9% | 0.00% | – |
| Q1 2021 | $19,000 | – | 489 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 540,452 | $18,337,530 | 11.08% |
| Solano Wealth Management, Inc. | 453,641 | $15,392,031 | 10.68% |
| GeoWealth Management, LLC | 330,038 | $11,199 | 1.27% |
| IAG Wealth Partners, LLC | 104,765 | $3,554,669 | 0.99% |
| Lionsbridge Wealth Management LLC | 20,912 | $709,544 | 0.67% |
| MGO ONE SEVEN LLC | 179,356 | $6,085,558 | 0.47% |
| Collaborative Wealth Managment Inc. | 11,843 | $401,833 | 0.24% |
| DENVER WEALTH MANAGEMENT, INC. | 8,793 | $298,355 | 0.19% |
| Avestar Capital, LLC | 34,552 | $1,172,349 | 0.17% |
| ERn Financial, LLC | 17,027 | $577,732 | 0.12% |