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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.2K- 24.68% |
$494K - $567K
|
34.2K
$1.87M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 3.49% |
$541K - $621K
|
340K
$18.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-14.9KClosed |
$655K - $752K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.9K- 6.6% |
$700K - $804K
|
225K
$12.3M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16K- 20.38% |
$704K - $808K
|
62.5K
$3.41M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.6K- 21.91% |
$1.13M - $1.29M
|
91.1K
$4.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-26.2K- 3.86% |
$1.15M - $1.32M
|
654K
$35.7M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-27.2KClosed |
$1.2M - $1.37M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-27.7KClosed |
$1.22M - $1.4M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-33.4K- 14.34% |
$1.47M - $1.69M
|
200K
$10.9M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.2K- 3.85% |
$1.81M - $2.08M
|
1.03M
$56.2M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-48.3K- 27.92% |
$2.13M - $2.44M
|
125K
$6.82M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-55.2K- 52.08% |
$2.43M - $2.79M
|
50.8K
$2.77M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-137K- 21.71% |
$6.02M - $6.92M
|
494K
$27M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-168K- 8.87% |
$7.4M - $8.5M
|
1.73M
$94.5M
|
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-190K- 98.75% |
$8.38M - $9.63M
|
2.42K
$132K
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-202K- 97.9% |
$8.87M - $10.2M
|
4.33K
$236K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-260K- 26.78% |
$11.5M - $13.2M
|
712K
$38.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-831K- 40.71% |
$36.6M - $42M
|
1.21M
$66.2M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.17M- 12.21% |
$95.5M - $110M
|
15.6M
$852M
|