Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q1 2024. 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 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 89.85% |
$898K - $1.01M
|
38.8K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
17.9K+ 4.43% |
$878K - $990K
|
422K
$23.1M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17K+ 261.24% |
$834K - $941K
|
23.6K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.4K+ 2.68% |
$803K - $906K
|
627K
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.3K+ 8.11% |
$799K - $902K
|
218K
$11.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 4.25% |
$717K - $809K
|
359K
$19.6M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
14.1K+ 63.06% |
$691K - $780K
|
36.5K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.5K+ 35.12% |
$659K - $743K
|
51.8K
$2.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
12.7K+ 9.97% |
$624K - $704K
|
141K
$7.68M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.4K+ 101.84% |
$608K - $686K
|
24.6K
$1.34M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
11.7K+ 8.16% |
$573K - $646K
|
155K
$8.48M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.6KNew |
$520K - $586K
|
10.6K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2KNew |
$497K - $561K
|
10.2K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9.91K+ 17.78% |
$485K - $548K
|
65.7K
$3.59M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.57K+ 67.41% |
$468K - $528K
|
23.8K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.35K+ 68.07% |
$458K - $516K
|
23.1K
$1.26M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
8.82K+ 9.52% |
$432K - $487K
|
101K
$5.54M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.39K+ 9.65% |
$411K - $463K
|
95.3K
$5.21M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.31K+ 5.97% |
$407K - $459K
|
148K
$8.07M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.28KNew |
$405K - $457K
|
8.28K
$452K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.65K+ 19.6% |
$375K - $423K
|
46.7K
$2.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.5KNew |
$367K - $414K
|
7.5K
$410K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
7.14K+ 132.47% |
$349K - $394K
|
12.5K
$684K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.74K+ 10.68% |
$330K - $372K
|
69.9K
$3.82M
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.4K+ 5.99% |
$313K - $353K
|
113K
$6.19M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.88KNew |
$288K - $324K
|
5.88K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.75K+ 185.51% |
$281K - $318K
|
8.85K
$484K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.67K+ 9.8% |
$278K - $313K
|
63.5K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.66KNew |
$277K - $313K
|
5.66K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.53KNew |
$271K - $306K
|
5.53K
$302K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.45K+ 54.45% |
$267K - $301K
|
15.5K
$845K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5.14KNew |
$252K - $284K
|
5.14K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.13K+ 62.56% |
$251K - $283K
|
13.3K
$728K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
4.98K+ 12.83% |
$244K - $275K
|
43.7K
$2.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
4.7KNew |
$230K - $259K
|
4.7K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.68KNew |
$229K - $259K
|
4.68K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.59KNew |
$224K - $253K
|
4.59K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.54K+ 16.16% |
$222K - $251K
|
32.6K
$1.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
4.5KNew |
$220K - $249K
|
4.5K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.45K+ 88.69% |
$218K - $246K
|
9.48K
$518K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.27KNew |
$209K - $236K
|
4.27K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.11KNew |
$201K - $227K
|
4.11K
$224K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.06K+ 1.55% |
$199K - $224K
|
266K
$14.5M
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.06K+ 1.55% |
$199K - $224K
|
266K
$14.5M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.04K+ 0.38% |
$198K - $223K
|
1.06M
$58M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.85K+ 1.39% |
$188K - $212K
|
281K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.68KNew |
$180K - $203K
|
3.68K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.63KNew |
$177K - $200K
|
3.63K
$198K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.49K+ 13.25% |
$171K - $193K
|
29.8K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.26K+ 12.2% |
$160K - $180K
|
30K
$1.64M
|