Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED SELF-I.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
542+ 149.31% |
$23.9K - $27.4K
|
905
$49.5K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
503+ 7.52% |
$22.1K - $25.4K
|
7.2K
$393K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
464+ 9.12% |
$20.4K - $23.4K
|
5.55K
$304K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
451New |
$19.8K - $22.8K
|
451
$24.6K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
363New |
$16K - $18.3K
|
363
$19.8K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
202+ 0.85% |
$8.89K - $10.2K
|
24K
$1.31M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
184+ 2.52% |
$8.1K - $9.3K
|
7.47K
$408K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
173+ 89.64% |
$7.61K - $8.74K
|
366
$20K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
150New |
$6.6K - $7.58K
|
150
$8.2K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116+ 0.21% |
$5.11K - $5.86K
|
55.5K
$3.03M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
114New |
$5.02K - $5.76K
|
114
$6.23K
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
111+ 1.09% |
$4.89K - $5.61K
|
10.3K
$564K
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
100+ 1.33% |
$4.4K - $5.05K
|
7.6K
$415K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
66New |
$2.9K - $3.33K
|
66
$3.61K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.23% |
$528 - $606
|
5.27K
$288K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-10- 0.23% |
$440 - $505
|
4.33K
$237K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-12- 0.19% |
$528 - $606
|
6.33K
$346K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-13- 2.48% |
$572 - $657
|
511
$27.9K
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-30- 1.74% |
$1.32K - $1.52K
|
1.7K
$92.9K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-37- 1.26% |
$1.63K - $1.87K
|
2.89K
$158K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-60- 0.48% |
$2.64K - $3.03K
|
12.5K
$682K
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-107- 0.72% |
$4.71K - $5.41K
|
14.7K
$805K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-177- 32.07% |
$7.79K - $8.94K
|
375
$20.5K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-259- 20.38% |
$11.4K - $13.1K
|
1.01K
$55.3K
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-278- 0.39% |
$12.2K - $14K
|
71.6K
$3.91M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-322- 5.08% |
$14.2K - $16.3K
|
6.01K
$329K
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-333- 2.59% |
$14.7K - $16.8K
|
12.5K
$684K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-345Closed |
$15.2K - $17.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380- 27.96% |
$16.7K - $19.2K
|
979
$53.5K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-778- 18.36% |
$34.2K - $39.3K
|
3.46K
$189K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-857Closed |
$37.7K - $43.3K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.21K- 18.18% |
$53.1K - $60.9K
|
5.43K
$297K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.48K- 2.96% |
$65.3K - $75K
|
48.7K
$2.66M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.92K- 29.6% |
$84.5K - $97K
|
4.56K
$249K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.92K- 29.6% |
$84.5K - $97K
|
4.56K
$249K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.16K- 7.92% |
$94.9K - $109K
|
25.1K
$1.37M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3K- 7.02% |
$132K - $152K
|
39.8K
$2.17M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.1K- 70.45% |
$136K - $157K
|
1.3K
$71K
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.11K- 8.72% |
$137K - $157K
|
32.5K
$1.78M
|
|
Apr 27, 2022
Q1 2022
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.99KClosed |
$176K - $202K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.28KClosed |
$188K - $216K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4.6KClosed |
$203K - $233K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.84KClosed |
$213K - $245K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.03KClosed |
$221K - $254K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.25K- 6.58% |
$231K - $265K
|
74.6K
$4.08M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-7.24K- 13.52% |
$318K - $366K
|
46.3K
$2.53M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-8.76K- 4.51% |
$386K - $443K
|
186K
$10.1M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.48K- 5.63% |
$417K - $479K
|
159K
$8.68M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.6K- 39.53% |
$467K - $536K
|
16.2K
$887K
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$476K - $546K
|
0
$0
|