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 | $7,162,081 | +109.9% | 156,241 | +124.3% | 0.01% | +100.0% |
| Q2 2023 | $3,412,143 | +587.3% | 69,664 | +552.3% | 0.01% | +400.0% |
| Q1 2023 | $496,471 | +103.5% | 10,679 | +108.2% | 0.00% | – |
| Q1 2022 | $244,000 | -74.3% | 5,128 | -83.9% | 0.00% | -100.0% |
| Q2 2020 | $950,000 | +13.5% | 31,933 | -0.1% | 0.00% | 0.0% |
| Q1 2020 | $837,000 | +29.8% | 31,980 | +65.6% | 0.00% | +100.0% |
| Q4 2019 | $645,000 | +8.2% | 19,308 | +0.3% | 0.00% | -50.0% |
| Q3 2019 | $596,000 | -7.6% | 19,258 | -10.9% | 0.00% | 0.0% |
| Q2 2019 | $645,000 | – | 21,620 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 671,117 | $28,817,743 | 18.34% |
| Alpha Financial Advisors, LLC | 402,498 | $17,283,262 | 15.01% |
| American Planning Services, Inc. | 173,708 | $7,459,022 | 7.45% |
| HBK Sorce Advisory LLC | 5,197,570 | $223,184 | 6.00% |
| Perennial Investment Advisors, LLC | 258,346 | $11,093,179 | 4.51% |
| Clarius Group, LLC | 1,108,466 | $47,598 | 4.29% |
| Fluent Financial, LLC | 162,543 | $6,979,510 | 4.16% |
| ERn Financial, LLC | 413,551 | $17,757,861 | 4.05% |
| AJ WEALTH STRATEGIES, LLC | 1,656,452 | $71,128 | 3.74% |
| Leicht Financial Planning & Wealth Management, Inc. | 102,382 | $4,396,283 | 2.95% |