INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 114 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,543,682 | -6.1% | 77,305 | +0.3% | 0.46% | -2.3% |
| Q2 2023 | $3,773,510 | +10.1% | 77,042 | +4.5% | 0.47% | +3.7% |
| Q1 2023 | $3,428,895 | +14.6% | 73,756 | +5.8% | 0.45% | +7.8% |
| Q4 2022 | $2,992,417 | +48.0% | 69,688 | +34.6% | 0.42% | +28.4% |
| Q3 2022 | $2,022,000 | -1.6% | 51,773 | +3.8% | 0.33% | +2.5% |
| Q2 2022 | $2,055,000 | +8.6% | 49,883 | +25.5% | 0.32% | +20.8% |
| Q1 2022 | $1,892,000 | -12.7% | 39,758 | -7.0% | 0.26% | -13.7% |
| Q4 2021 | $2,168,000 | +44.6% | 42,762 | +32.1% | 0.31% | +31.8% |
| Q3 2021 | $1,499,000 | +10.0% | 32,382 | +11.1% | 0.23% | +8.9% |
| Q2 2021 | $1,363,000 | +22.6% | 29,140 | +15.6% | 0.21% | +18.2% |
| Q1 2021 | $1,112,000 | +15.6% | 25,210 | +4.1% | 0.18% | +5.2% |
| Q4 2020 | $962,000 | +8.3% | 24,215 | -15.7% | 0.17% | +2.4% |
| Q3 2020 | $888,000 | -5.4% | 28,715 | -9.1% | 0.17% | -12.0% |
| Q2 2020 | $939,000 | – | 31,575 | – | 0.19% | – |
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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% |