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 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.36K+ 2.4% |
$249K - $262K
|
229K
$12.5M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.27KNew |
$244K - $258K
|
5.27K
$288K
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.9K+ 1.18% |
$227K - $240K
|
421K
$23M
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.61KNew |
$214K - $226K
|
4.61K
$252K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
4.56K+ 3.48% |
$212K - $223K
|
135K
$7.4M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.53KNew |
$210K - $222K
|
4.53K
$247K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.33KNew |
$201K - $212K
|
4.33K
$237K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.17K+ 34.49% |
$194K - $204K
|
16.3K
$889K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.12KNew |
$191K - $202K
|
4.12K
$225K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.08K+ 16.34% |
$189K - $200K
|
29K
$1.59M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.86K+ 1.91% |
$179K - $189K
|
206K
$11.2M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 24.62% |
$174K - $184K
|
19K
$1.04M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.69K+ 5.56% |
$171K - $181K
|
70K
$3.83M
|
|
Aug 11, 2023
Q2 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
3.48K+ 0.96% |
$161K - $170K
|
367K
$20.1M
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.29K+ 4.46% |
$152K - $161K
|
77K
$4.21M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.11K+ 51.13% |
$144K - $152K
|
9.2K
$503K
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.86K+ 8.16% |
$133K - $140K
|
37.9K
$2.07M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$129K - $137K
|
2.79K
$152K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.73K+ 1.98% |
$127K - $134K
|
141K
$7.68M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.4K+ 7047.06% |
$111K - $117K
|
2.43K
$133K
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
1.59K+ 9.4% |
$73.7K - $77.8K
|
18.5K
$1.01M
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.53K+ 20.85% |
$71.2K - $75.1K
|
8.89K
$486K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37K+ 94.08% |
$63.4K - $66.9K
|
2.82K
$154K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
1.05KNew |
$48.8K - $51.5K
|
1.05K
$57.5K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.05KNew |
$48.8K - $51.5K
|
1.05K
$57.5K
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
849+ 6.07% |
$39.4K - $41.6K
|
14.8K
$811K
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
833+ 1.13% |
$38.7K - $40.8K
|
74.6K
$4.08M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
723+ 1.89% |
$33.5K - $35.4K
|
38.9K
$2.13M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
707+ 1.44% |
$32.8K - $34.6K
|
49.9K
$2.72M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
643+ 8.47% |
$29.8K - $31.5K
|
8.24K
$450K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
641New |
$29.7K - $31.4K
|
641
$35K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
552New |
$25.6K - $27K
|
552
$30.2K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
481+ 1850.0% |
$22.3K - $23.6K
|
507
$27.7K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
481+ 1850.0% |
$22.3K - $23.6K
|
507
$27.7K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
446+ 6.73% |
$20.7K - $21.8K
|
7.07K
$386K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
259New |
$12K - $12.7K
|
259
$14.2K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
205New |
$9.51K - $10K
|
205
$11.2K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
155+ 2.27% |
$7.19K - $7.59K
|
6.97K
$381K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
146+ 0.66% |
$6.77K - $7.15K
|
22.4K
$1.22M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
137+ 2.38% |
$6.36K - $6.71K
|
5.91K
$323K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75+ 0.85% |
$3.48K - $3.67K
|
8.94K
$488K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34+ 0.17% |
$1.58K - $1.67K
|
20.4K
$1.11M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12New |
$557 - $588
|
12
$656
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
11+ 0.17% |
$510 - $539
|
6.35K
$347K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1New |
$46.4 - $49
|
1
$54.7
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.4% |
$46.4 - $49
|
253
$13.8K
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-36- 0.25% |
$1.67K - $1.76K
|
14.1K
$770K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46- 9.27% |
$2.13K - $2.25K
|
450
$24.6K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-103- 1.88% |
$4.78K - $5.04K
|
5.38K
$294K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-105- 2.98% |
$4.87K - $5.14K
|
3.42K
$187K
|