INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 89 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,052,686 | -15.1% | 2,270,396 | -9.4% | 0.03% | -10.5% |
| Q2 2023 | $122,514,000 | +254.2% | 2,504,636 | +236.6% | 0.04% | +245.5% |
| Q1 2023 | $34,593,749 | +188.8% | 744,199 | +166.8% | 0.01% | +175.0% |
| Q4 2022 | $11,977,000 | +16.8% | 278,932 | +6.2% | 0.00% | 0.0% |
| Q3 2022 | $10,255,000 | +117.4% | 262,562 | +129.2% | 0.00% | +100.0% |
| Q2 2022 | $4,718,000 | +2.8% | 114,568 | +18.7% | 0.00% | +100.0% |
| Q1 2022 | $4,591,000 | +493.9% | 96,482 | +524.6% | 0.00% | – |
| Q4 2021 | $773,000 | +198.5% | 15,448 | +176.3% | 0.00% | – |
| Q3 2021 | $259,000 | – | 5,592 | – | 0.00% | – |
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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% |