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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 0.34% |
$97.9 - $110
|
584
$31.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-15- 0.04% |
$734 - $828
|
37K
$2.02M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19Closed |
$930 - $1.05K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-23- 95.83% |
$1.13K - $1.27K
|
1
$54.7
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26- 0.02% |
$1.27K - $1.44K
|
160K
$8.73M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.78% |
$1.47K - $1.66K
|
1.66K
$90.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-65- 0.16% |
$3.18K - $3.59K
|
39.6K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-72- 1.14% |
$3.53K - $3.98K
|
6.26K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-93- 2.38% |
$4.55K - $5.14K
|
3.81K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-94- 2.13% |
$4.6K - $5.19K
|
4.32K
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 1.62% |
$4.9K - $5.52K
|
6.09K
$333K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-184- 0.69% |
$9.01K - $10.2K
|
26.5K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-215- 1.42% |
$10.5K - $11.9K
|
14.9K
$815K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-273- 0.67% |
$13.4K - $15.1K
|
40.6K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-279- 0.27% |
$13.7K - $15.4K
|
103K
$5.62M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-303- 69.34% |
$14.8K - $16.7K
|
134
$7.32K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-331- 3.57% |
$16.2K - $18.3K
|
8.94K
$488K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-348- 4.05% |
$17K - $19.2K
|
8.25K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-350- 4.94% |
$17.1K - $19.3K
|
6.74K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-356- 8.18% |
$17.4K - $19.7K
|
4K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-364- 12.33% |
$17.8K - $20.1K
|
2.59K
$141K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-497- 10.88% |
$24.3K - $27.4K
|
4.07K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-605- 6.78% |
$29.6K - $33.4K
|
8.32K
$455K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-605- 0.7% |
$29.6K - $33.4K
|
86.2K
$4.71M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-688- 2.39% |
$33.7K - $38K
|
28.1K
$1.53M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-908- 1.3% |
$44.5K - $50.1K
|
69K
$3.77M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-951- 66.27% |
$46.6K - $52.5K
|
484
$26.5K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-952- 10.64% |
$46.6K - $52.6K
|
7.99K
$437K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.05K- 0.25% |
$51.5K - $58K
|
426K
$23.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.06K- 2.22% |
$51.7K - $58.3K
|
46.5K
$2.54M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.07K- 18.27% |
$52.4K - $59.2K
|
4.79K
$262K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.29K- 3.04% |
$63.1K - $71.2K
|
41.1K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.33K- 97.3% |
$65.3K - $73.6K
|
37
$2.02K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 3.68% |
$66.2K - $74.7K
|
35.4K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-1.46K- 3.84% |
$71.4K - $80.5K
|
36.5K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.64K- 0.74% |
$80.2K - $90.5K
|
218K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.74K- 0.27% |
$85K - $95.9K
|
648K
$35.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.84K- 11.6% |
$90K - $102K
|
14K
$766K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-2.12K- 16.28% |
$104K - $117K
|
10.9K
$596K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.17K- 25.24% |
$106K - $120K
|
6.42K
$351K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 0.63% |
$129K - $145K
|
416K
$22.7M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.05K- 0.24% |
$149K - $168K
|
1.27M
$69.6M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.31K- 21.77% |
$162K - $183K
|
11.9K
$649K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 82.11% |
$169K - $190K
|
750
$41K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.61K- 1.36% |
$177K - $199K
|
262K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.88K- 6.86% |
$190K - $214K
|
52.8K
$2.88M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.93K- 26.76% |
$192K - $217K
|
10.7K
$587K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.93K- 1.41% |
$241K - $272K
|
344K
$18.8M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.99K- 24.17% |
$244K - $275K
|
15.6K
$855K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.05K- 45.53% |
$247K - $279K
|
6.05K
$330K
|