Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q1 2023. 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 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.21M+ 42.96% |
$51.9M - $58.7M
|
4.03M
$218M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
994K+ 39795.52% |
$42.6M - $48.2M
|
997K
$53.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
983K+ 106.04% |
$42.1M - $47.7M
|
1.91M
$103M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
573K+ 38.1% |
$24.6M - $27.8M
|
2.08M
$112M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
465K+ 166.8% |
$20M - $22.6M
|
744K
$40.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
422KNew |
$18.1M - $20.5M
|
422K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
381K+ 61.64% |
$16.3M - $18.5M
|
998K
$53.9M
|
|
|
Jun 14, 2023
Q1 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
364KNew |
$15.6M - $17.6M
|
364K
$19.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
348K+ 56.42% |
$14.9M - $16.9M
|
965K
$52.2M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
317K+ 538.37% |
$13.6M - $15.4M
|
375K
$20.3M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
312K+ 48.5% |
$13.4M - $15.1M
|
955K
$51.6M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
307KNew |
$13.2M - $14.9M
|
307K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
178KNew |
$7.63M - $8.62M
|
178K
$9.62M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
160K+ 94.14% |
$6.85M - $7.75M
|
329K
$17.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
149KNew |
$6.41M - $7.25M
|
149K
$8.08M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
131KNew |
$5.61M - $6.34M
|
131K
$7.07M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
126K+ 186.62% |
$5.39M - $6.09M
|
193K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
116K+ 25.8% |
$4.99M - $5.64M
|
567K
$30.7M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
92.5K+ 76.3% |
$3.97M - $4.49M
|
214K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
84KNew |
$3.6M - $4.07M
|
84K
$4.54M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
81.2K+ 645.29% |
$3.48M - $3.94M
|
93.8K
$5.07M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
69.7K+ 32.71% |
$2.99M - $3.38M
|
283K
$15.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
60.8K+ 14.04% |
$2.61M - $2.95M
|
494K
$26.7M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58K+ 22.46% |
$2.49M - $2.81M
|
316K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.2K+ 327.32% |
$2.45M - $2.77M
|
74.7K
$4.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
55.4K+ 5.0% |
$2.38M - $2.69M
|
1.16M
$62.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
49.9K+ 690.56% |
$2.14M - $2.42M
|
57.1K
$3.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
49.2K+ 288.09% |
$2.11M - $2.39M
|
66.3K
$3.59M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45.2K+ 39.57% |
$1.94M - $2.19M
|
159K
$8.62M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
42K+ 15.6% |
$1.8M - $2.03M
|
311K
$16.8M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
39.9KNew |
$1.71M - $1.93M
|
39.9K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
38.5K+ 363.53% |
$1.65M - $1.87M
|
49.1K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.8K+ 5.79% |
$1.53M - $1.74M
|
654K
$35.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
35.1KNew |
$1.5M - $1.7M
|
35.1K
$1.9M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35KNew |
$1.5M - $1.7M
|
35K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.4K+ 6.67% |
$1.43M - $1.62M
|
534K
$28.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
32.7KNew |
$1.4M - $1.58M
|
32.7K
$1.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
25.6K+ 158.28% |
$1.1M - $1.24M
|
41.8K
$2.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
25KNew |
$1.07M - $1.21M
|
25K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.3KNew |
$871K - $986K
|
20.3K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
19.6KNew |
$842K - $953K
|
19.6K
$1.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
19KNew |
$813K - $920K
|
19K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
16.9KNew |
$725K - $820K
|
16.9K
$914K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
15.6K+ 54.47% |
$670K - $757K
|
44.3K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$655K - $740K
|
15.3K
$825K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
12.5KNew |
$536K - $606K
|
12.5K
$676K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.4KNew |
$534K - $604K
|
12.4K
$673K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.8K+ 9.36% |
$506K - $572K
|
138K
$7.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
10.8K+ 2.68% |
$463K - $523K
|
413K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7KNew |
$458K - $518K
|
10.7K
$577K
|