INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 152 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,289 | -64.9% | 159 | -62.5% | 0.00% | – |
| Q2 2023 | $20,768 | -35.2% | 424 | -38.5% | 0.00% | – |
| Q1 2023 | $32,032 | +75.9% | 689 | +62.5% | 0.00% | – |
| Q4 2022 | $18,207 | +7.1% | 424 | 0.0% | 0.00% | – |
| Q3 2022 | $17,000 | -83.8% | 424 | -83.3% | 0.00% | – |
| Q2 2022 | $105,000 | -13.2% | 2,538 | 0.0% | 0.00% | – |
| Q1 2022 | $121,000 | -6.2% | 2,538 | 0.0% | 0.00% | – |
| Q4 2021 | $129,000 | +9.3% | 2,538 | 0.0% | 0.00% | – |
| Q3 2021 | $118,000 | -0.8% | 2,538 | 0.0% | 0.00% | – |
| Q2 2021 | $119,000 | +6.2% | 2,538 | 0.0% | 0.00% | – |
| Q1 2021 | $112,000 | – | 2,538 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 658,141 | $30,596,959 | 19.72% |
| LWM Advisory Services, LLC | 307,048 | $14,274,644 | 15.24% |
| Alpha Financial Advisors, LLC | 413,294 | $19,214,021 | 13.34% |
| Solano Wealth Management, Inc. | 363,795 | $16,912,827 | 12.34% |
| WALLER FINANCIAL PLANNING GROUP, INC | 421,952 | $19,616,570 | 5.56% |
| HBK Sorce Advisory LLC | 2,633,036 | $122,409,849 | 5.55% |
| Fluent Financial, LLC | 156,978 | $7,297,815 | 4.98% |
| Clarius Group, LLC | 1,163,897 | $54,109,554 | 4.60% |
| ERn Financial, LLC | 416,398 | $19,358,328 | 4.26% |
| AJ WEALTH STRATEGIES, LLC | 1,654,828 | $76,932,962 | 4.01% |