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 | $138,074,081 | +21.4% | 3,012,087 | +29.7% | 0.04% | +29.0% |
| Q2 2023 | $113,769,042 | +145.5% | 2,322,765 | +133.0% | 0.03% | +138.5% |
| Q1 2023 | $46,350,056 | +43093.9% | 996,989 | +39795.5% | 0.01% | – |
| Q4 2022 | $107,307 | +41.2% | 2,499 | +27.8% | 0.00% | – |
| Q3 2022 | $76,000 | -6.2% | 1,956 | -0.1% | 0.00% | – |
| Q2 2022 | $81,000 | -23.6% | 1,957 | -12.4% | 0.00% | – |
| Q1 2022 | $106,000 | +253.3% | 2,233 | +273.4% | 0.00% | – |
| Q4 2021 | $30,000 | +76.5% | 598 | +58.6% | 0.00% | – |
| Q3 2021 | $17,000 | -5.6% | 377 | 0.0% | 0.00% | – |
| Q2 2021 | $18,000 | – | 377 | +37600.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $7,000 | -69.6% | 221 | -75.0% | 0.00% | – |
| Q1 2020 | $23,000 | – | 884 | +44100.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -99.2% | 0.00% | – |
| Q3 2019 | $8,000 | -78.4% | 265 | -78.5% | 0.00% | – |
| Q2 2019 | $37,000 | – | 1,234 | – | 0.00% | – |
Download | ||||||
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% |