INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 81 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,984,033 | -94.9% | 40,507 | -95.9% | 0.00% | -100.0% |
| Q3 2022 | $38,577,000 | -4.9% | 987,639 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $40,575,000 | +34.1% | 985,072 | +55.0% | 0.01% | +50.0% |
| Q1 2022 | $30,252,000 | +15.7% | 635,538 | +23.3% | 0.01% | +20.0% |
| Q4 2021 | $26,136,000 | +29.8% | 515,508 | +18.5% | 0.01% | +25.0% |
| Q3 2021 | $20,140,000 | -1.9% | 435,000 | -0.9% | 0.00% | -20.0% |
| Q2 2021 | $20,526,000 | +2111.9% | 438,869 | +1362.9% | 0.01% | – |
| Q3 2020 | $928,000 | +4.0% | 30,000 | 0.0% | 0.00% | – |
| Q2 2020 | $892,000 | – | 30,000 | – | 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% |