Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.76M+ 236.55% |
$81.7M - $86.2M
|
2.5M
$136M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.53M+ 38.07% |
$71.1M - $75.1M
|
5.56M
$301M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.41M+ 73.81% |
$65.4M - $69M
|
3.32M
$180M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.33M+ 132.98% |
$61.5M - $64.9M
|
2.32M
$126M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.09MNew |
$50.6M - $53.4M
|
1.09M
$59M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03M+ 192.82% |
$47.8M - $50.4M
|
1.56M
$84.6M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
622K+ 29.97% |
$28.9M - $30.5M
|
2.7M
$146M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
504K+ 261.35% |
$23.4M - $24.7M
|
697K
$37.8M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
501K+ 76.58% |
$23.2M - $24.5M
|
1.16M
$62.5M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
498K+ 38.51% |
$23.1M - $24.4M
|
1.79M
$97M
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
452KNew |
$21M - $22.2M
|
452K
$24.5M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
406K+ 40.73% |
$18.9M - $19.9M
|
1.4M
$76M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
405K+ 130.26% |
$18.8M - $19.8M
|
716K
$38.8M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
392KNew |
$18.2M - $19.2M
|
392K
$21.2M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
389KNew |
$18.1M - $19.1M
|
389K
$21.1M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
336KNew |
$15.6M - $16.5M
|
336K
$18.2M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
334K+ 3446.22% |
$15.5M - $16.4M
|
344K
$18.6M
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
302KNew |
$14M - $14.8M
|
302K
$16.3M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
268K+ 5730.94% |
$12.5M - $13.1M
|
273K
$14.8M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
237K+ 10883.59% |
$11M - $11.6M
|
239K
$12.9M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
214K+ 750.46% |
$9.94M - $10.5M
|
243K
$13.1M
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
213KNew |
$9.88M - $10.4M
|
213K
$11.5M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
194K+ 129.86% |
$9.01M - $9.51M
|
344K
$18.6M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
183KNew |
$8.5M - $8.97M
|
183K
$9.91M
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
164KNew |
$7.59M - $8.01M
|
164K
$8.85M
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
156KNew |
$7.22M - $7.62M
|
156K
$8.42M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
143K+ 28.88% |
$6.61M - $6.98M
|
636K
$34.4M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
141K+ 790.03% |
$6.56M - $6.92M
|
159K
$8.62M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
139K+ 42.13% |
$6.44M - $6.8M
|
468K
$25.3M
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
133K+ 62.19% |
$6.17M - $6.51M
|
347K
$18.8M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
126K+ 90.11% |
$5.87M - $6.2M
|
267K
$14.4M
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
105KNew |
$4.85M - $5.12M
|
105K
$5.66M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
102K+ 64.64% |
$4.72M - $4.99M
|
259K
$14M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
99.1K+ 692.11% |
$4.6M - $4.86M
|
113K
$6.14M
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
85.5K+ 1453.28% |
$3.97M - $4.19M
|
91.4K
$4.95M
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
84.7K+ 27.58% |
$3.93M - $4.15M
|
392K
$21.2M
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
80K+ 651.76% |
$3.71M - $3.92M
|
92.3K
$5M
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
78.8K+ 1584.48% |
$3.66M - $3.86M
|
83.8K
$4.53M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
76.3K+ 725.25% |
$3.54M - $3.74M
|
86.8K
$4.7M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
72.8K+ 86.66% |
$3.38M - $3.57M
|
157K
$8.49M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.2K+ 7.48% |
$3.35M - $3.54M
|
1.04M
$56.1M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
70.7K+ 115.2% |
$3.28M - $3.46M
|
132K
$7.15M
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
66.8K+ 352.12% |
$3.1M - $3.27M
|
85.8K
$4.64M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59K+ 552.35% |
$2.74M - $2.89M
|
69.7K
$3.77M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
56.9K+ 347.77% |
$2.64M - $2.79M
|
73.3K
$3.97M
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
49.9K+ 254.25% |
$2.32M - $2.45M
|
69.6K
$3.77M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48K+ 30.1% |
$2.23M - $2.35M
|
207K
$11.2M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
46.7K+ 92.76% |
$2.16M - $2.29M
|
96.9K
$5.25M
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
46.2KNew |
$2.14M - $2.26M
|
46.2K
$2.5M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
45.5KNew |
$2.11M - $2.23M
|
45.5K
$2.46M
|