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 | $16,410 | -25.5% | 358 | -20.4% | 0.00% | -50.0% |
| Q2 2023 | $22,041 | -4.4% | 450 | -9.3% | 0.00% | 0.0% |
| Q1 2023 | $23,059 | -52.2% | 496 | -55.9% | 0.00% | -50.0% |
| Q4 2022 | $48,264 | +17.7% | 1,124 | +7.6% | 0.00% | 0.0% |
| Q3 2022 | $41,000 | +2.5% | 1,045 | +8.1% | 0.00% | +33.3% |
| Q2 2022 | $40,000 | -14.9% | 967 | -1.2% | 0.00% | 0.0% |
| Q1 2022 | $47,000 | -31.9% | 979 | -28.0% | 0.00% | -25.0% |
| Q4 2021 | $69,000 | +1.5% | 1,359 | -8.1% | 0.00% | 0.0% |
| Q3 2021 | $68,000 | -15.0% | 1,478 | -13.1% | 0.00% | -20.0% |
| Q2 2021 | $80,000 | -1.2% | 1,700 | -6.9% | 0.01% | -16.7% |
| Q1 2021 | $81,000 | – | 1,826 | – | 0.01% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $1,000 | -66.7% | 45 | -58.7% | 0.00% | – |
| Q1 2020 | $3,000 | +50.0% | 109 | +60.3% | 0.00% | – |
| Q4 2019 | $2,000 | -95.1% | 68 | -94.9% | 0.00% | -100.0% |
| Q3 2019 | $41,000 | +51.9% | 1,334 | +49.1% | 0.01% | +233.3% |
| Q2 2019 | $27,000 | – | 895 | – | 0.00% | – |
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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% |