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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.06K- 16.26% |
$248K - $279K
|
26.1K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-5.4K- 5.3% |
$265K - $298K
|
96.5K
$5.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-5.43K- 2.26% |
$266K - $300K
|
234K
$12.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.69K- 5.85% |
$278K - $314K
|
91.5K
$5M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-5.87K- 22.38% |
$287K - $324K
|
20.4K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-6.65K- 50.0% |
$325K - $367K
|
6.65K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.88K- 3.16% |
$337K - $380K
|
211K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.71K- 32.64% |
$378K - $426K
|
15.9K
$870K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.76K- 5.41% |
$429K - $484K
|
153K
$8.37M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.3K- 21.05% |
$455K - $514K
|
34.9K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.82K- 11.04% |
$481K - $543K
|
79.2K
$4.33M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.4K- 4.42% |
$511K - $576K
|
225K
$12.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-13.8K- 44.47% |
$678K - $765K
|
17.3K
$945K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-14.5K- 15.79% |
$708K - $799K
|
77.1K
$4.21M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.7K- 61.01% |
$718K - $810K
|
9.37K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.5K- 13.34% |
$806K - $909K
|
107K
$5.84M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18K- 1.82% |
$881K - $994K
|
973K
$53.2M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-18.4K- 28.24% |
$898K - $1.01M
|
46.6K
$2.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-18.8K- 25.23% |
$919K - $1.04M
|
55.6K
$3.04M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-21.3K- 23.74% |
$1.04M - $1.18M
|
68.5K
$3.74M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-21.6K- 3.98% |
$1.06M - $1.19M
|
521K
$28.5M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-23K- 49.19% |
$1.13M - $1.27M
|
23.8K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.5K- 1.92% |
$1.34M - $1.52M
|
1.4M
$76.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.7K- 3.98% |
$1.45M - $1.64M
|
718K
$39.2M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-30.6K- 81.06% |
$1.5M - $1.69M
|
7.14K
$390K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-30.8K- 42.83% |
$1.51M - $1.7M
|
41.2K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-37.5K- 9.41% |
$1.83M - $2.07M
|
361K
$19.7M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-39.2K- 87.29% |
$1.92M - $2.16M
|
5.7K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-46.1K- 12.75% |
$2.26M - $2.55M
|
315K
$17.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-73.6K- 49.38% |
$3.6M - $4.06M
|
75.4K
$4.12M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-77K- 3.72% |
$3.77M - $4.25M
|
1.99M
$109M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-87.9K- 20.75% |
$4.3M - $4.85M
|
336K
$18.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-101K- 5.05% |
$4.97M - $5.6M
|
1.91M
$104M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-119K- 61.29% |
$5.82M - $6.56M
|
75K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-135K- 6.13% |
$6.6M - $7.44M
|
2.07M
$113M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-215K- 19.72% |
$10.5M - $11.9M
|
877K
$47.9M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-227K- 50.55% |
$11.1M - $12.5M
|
222K
$12.1M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-234K- 34.71% |
$11.5M - $12.9M
|
441K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-256K- 15.1% |
$12.5M - $14.1M
|
1.44M
$78.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-348KClosed |
$17M - $19.2M
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-384K- 35.95% |
$18.8M - $21.2M
|
684K
$37.4M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-389K- 49.43% |
$19.1M - $21.5M
|
398K
$21.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-414K- 93.79% |
$20.3M - $22.9M
|
27.4K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-457K- 15.39% |
$22.4M - $25.2M
|
2.51M
$137M
|