INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 205 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is 1.09 and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |