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 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
45.5KNew |
$2.11M - $2.23M
|
45.5K
$2.48M
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
40.8K+ 4.27% |
$1.89M - $2M
|
996K
$54.4M
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
40.8K+ 4.27% |
$1.89M - $2M
|
996K
$54.4M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.5KNew |
$1.88M - $1.98M
|
40.5K
$2.21M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.2K+ 53.77% |
$1.86M - $1.97M
|
115K
$6.28M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40K+ 861.89% |
$1.85M - $1.96M
|
44.6K
$2.44M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35.8K+ 499.73% |
$1.66M - $1.75M
|
42.9K
$2.34M
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
30.4KNew |
$1.41M - $1.49M
|
30.4K
$1.66M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
28.6K+ 10.1% |
$1.32M - $1.4M
|
311K
$17M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28K+ 15.72% |
$1.3M - $1.37M
|
206K
$11.2M
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
26.5K+ 59.88% |
$1.23M - $1.3M
|
70.8K
$3.87M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.5KNew |
$1.23M - $1.3M
|
26.5K
$1.45M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24K+ 6.12% |
$1.11M - $1.17M
|
416K
$22.7M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.3K+ 61.22% |
$987K - $1.04M
|
56K
$3.06M
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
19.7KNew |
$913K - $964K
|
19.7K
$1.08M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18.7KNew |
$867K - $915K
|
18.7K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18K+ 1381.92% |
$834K - $880K
|
19.3K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.7KNew |
$775K - $819K
|
16.7K
$913K
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$704K - $743K
|
15.2K
$829K
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
14.3K+ 32.73% |
$663K - $700K
|
57.9K
$3.17M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$603K - $637K
|
13K
$711K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.6KNew |
$583K - $616K
|
12.6K
$687K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 2.02% |
$531K - $560K
|
579K
$31.6M
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.2K+ 11.95% |
$520K - $549K
|
105K
$5.74M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 103.95% |
$512K - $541K
|
21.7K
$1.18M
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
10.9KNew |
$504K - $532K
|
10.9K
$593K
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10.9KNew |
$504K - $532K
|
10.9K
$593K
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
10.8K+ 73.18% |
$503K - $531K
|
25.7K
$1.4M
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
10.5K+ 2.49% |
$488K - $516K
|
432K
$23.6M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.4K+ 201.24% |
$481K - $508K
|
15.5K
$848K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
10.2K+ 30.56% |
$474K - $501K
|
43.7K
$2.39M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.2KNew |
$473K - $499K
|
10.2K
$557K
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
9.71K+ 76.9% |
$450K - $475K
|
22.3K
$1.22M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.51K+ 75.56% |
$441K - $466K
|
22.1K
$1.21M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.82K+ 25.23% |
$409K - $432K
|
43.8K
$2.39M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.45K+ 14.79% |
$392K - $414K
|
65.6K
$3.58M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.24KNew |
$382K - $403K
|
8.24K
$450K
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
7.61KNew |
$353K - $373K
|
7.61K
$416K
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.14K+ 1.73% |
$331K - $350K
|
420K
$23M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.09K+ 11.74% |
$329K - $347K
|
67.5K
$3.69M
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
6.76KNew |
$314K - $331K
|
6.76K
$369K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.74KNew |
$313K - $330K
|
6.74K
$369K
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
6.48K+ 19.85% |
$301K - $317K
|
39.1K
$2.14M
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6.3KNew |
$292K - $309K
|
6.3K
$344K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.25K+ 14.94% |
$290K - $306K
|
48.1K
$2.63M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.04KNew |
$280K - $296K
|
6.04K
$330K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.91K+ 1.87% |
$274K - $290K
|
322K
$17.6M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.65KNew |
$262K - $277K
|
5.65K
$309K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
5.59KNew |
$260K - $274K
|
5.59K
$306K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.55KNew |
$258K - $272K
|
5.55K
$303K
|