Purchases and Sales Made in Q2 2022 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.05KNew |
$42K - $51.5K
|
1.05K
$57.3K
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
915+ 1.98% |
$36.6K - $45K
|
47.2K
$2.58M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
905New |
$36.2K - $44.5K
|
905
$49.5K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
340New |
$13.6K - $16.7K
|
340
$18.6K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
228New |
$9.13K - $11.2K
|
228
$12.5K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
187+ 0.12% |
$7.49K - $9.19K
|
159K
$8.69M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
175+ 47.81% |
$7.01K - $8.6K
|
541
$29.6K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
111New |
$4.44K - $5.45K
|
111
$6.07K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
102+ 6.77% |
$4.08K - $5.01K
|
1.61K
$87.9K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
94+ 1.29% |
$3.76K - $4.62K
|
7.38K
$403K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
40+ 0.51% |
$1.6K - $1.97K
|
7.91K
$433K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
21+ 0.21% |
$841 - $1.03K
|
10.2K
$555K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20+ 0.38% |
$801 - $983
|
5.29K
$289K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.2% |
$601 - $737
|
7.49K
$409K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.22% |
$480 - $590
|
5.57K
$304K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 1.23% |
$480 - $590
|
967
$52.8K
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-23- 0.19% |
$921 - $1.13K
|
12K
$655K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-66Closed |
$2.64K - $3.24K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-105- 1.66% |
$4.2K - $5.16K
|
6.23K
$340K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-113- 2.13% |
$4.52K - $5.55K
|
5.2K
$284K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-114Closed |
$4.56K - $5.6K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-150Closed |
$6.01K - $7.37K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-180- 2.5% |
$7.21K - $8.84K
|
7.02K
$383K
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-259- 10.7% |
$10.4K - $12.7K
|
2.16K
$118K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-272- 4.52% |
$10.9K - $13.4K
|
5.74K
$314K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-276- 3.02% |
$11.1K - $13.6K
|
8.86K
$484K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-276- 12.36% |
$11.1K - $13.6K
|
1.96K
$107K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-304- 2.74% |
$12.2K - $14.9K
|
10.8K
$590K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-400- 13.83% |
$16K - $19.7K
|
2.49K
$136K
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-696- 5.56% |
$27.9K - $34.2K
|
11.8K
$646K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-697- 20.14% |
$27.9K - $34.2K
|
2.76K
$151K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-895Closed |
$35.8K - $44K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-905Closed |
$36.2K - $44.5K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 8.51% |
$42.6K - $52.2K
|
11.4K
$624K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.22K- 2.2% |
$48.9K - $60K
|
54.3K
$2.97M
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.4K- 13.59% |
$56.2K - $69K
|
8.93K
$488K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.65K- 23.37% |
$66K - $81K
|
5.41K
$295K
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.19K- 3.05% |
$87.6K - $107K
|
69.4K
$3.79M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.46KClosed |
$138K - $170K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.33KClosed |
$173K - $212K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.49K- 39.26% |
$180K - $220K
|
6.94K
$379K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.56KClosed |
$183K - $224K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.13KClosed |
$205K - $252K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-5.43KClosed |
$217K - $267K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.26K- 8.01% |
$291K - $357K
|
83.3K
$4.55M
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-7.57K- 23.25% |
$303K - $372K
|
25K
$1.36M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.67K- 26.04% |
$307K - $377K
|
21.8K
$1.19M
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-7.78KClosed |
$311K - $382K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.36K- 0.48% |
$375K - $460K
|
1.94M
$106M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.55K- 4.24% |
$382K - $469K
|
216K
$11.8M
|