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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-126- 68.85% |
$5.85K - $6.17K
|
57
$3.12K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-142- 2.55% |
$6.59K - $6.96K
|
5.42K
$296K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-180- 2.09% |
$8.35K - $8.82K
|
8.45K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-265- 38.46% |
$12.3K - $13K
|
424
$23.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-320- 50.47% |
$14.8K - $15.7K
|
314
$17.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-349- 16.31% |
$16.2K - $17.1K
|
1.79K
$97.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-400- 5.49% |
$18.6K - $19.6K
|
6.89K
$377K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-614- 1.43% |
$28.5K - $30.1K
|
42.3K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-924- 5.17% |
$42.9K - $45.3K
|
16.9K
$926K
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-2.14K- 1.36% |
$99.1K - $105K
|
155K
$8.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-2.52K- 4.42% |
$117K - $123K
|
54.4K
$2.98M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.64K- 0.7% |
$122K - $129K
|
373K
$20.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.77K- 20.43% |
$129K - $136K
|
10.8K
$590K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.81K- 21.09% |
$131K - $138K
|
10.5K
$575K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.27K- 39.66% |
$152K - $160K
|
4.97K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-3.99K- 68.92% |
$185K - $195K
|
1.8K
$98.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.22K- 4.11% |
$196K - $207K
|
98.4K
$5.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.94K- 43.83% |
$229K - $242K
|
6.33K
$346K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10.9K- 63.69% |
$507K - $535K
|
6.23K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-11.3K- 0.97% |
$522K - $551K
|
1.15M
$63M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-12.4KClosed |
$577K - $610K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.4K- 40.06% |
$1.04M - $1.1M
|
33.6K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-48.3K- 4.06% |
$2.24M - $2.37M
|
1.14M
$62.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-77.9K- 76.44% |
$3.62M - $3.82M
|
24K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-150K- 9.04% |
$6.94M - $7.33M
|
1.51M
$82.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-216K- 32.89% |
$10M - $10.6M
|
442K
$24.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-438K- 2.34% |
$20.3M - $21.4M
|
18.3M
$1B
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-947K- 95.9% |
$43.9M - $46.4M
|
40.5K
$2.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.46M- 47.68% |
$114M - $121M
|
2.7M
$148M
|