Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q2 2024. 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 07, 2024
Q2 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
5.36MNew |
$275M - $294M
|
5.36M
$290M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
723K+ 206.38% |
$37M - $39.7M
|
1.07M
$58.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
180KNew |
$9.2M - $9.85M
|
180K
$9.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
146KNew |
$7.48M - $8.01M
|
146K
$7.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
139KNew |
$7.1M - $7.61M
|
139K
$7.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
108K+ 31.44% |
$5.54M - $5.94M
|
453K
$24.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
108KNew |
$5.51M - $5.9M
|
108K
$5.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
86.3K+ 0.39% |
$4.42M - $4.73M
|
21.9M
$1.19B
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
67KNew |
$3.43M - $3.68M
|
67K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64.6KNew |
$3.31M - $3.55M
|
64.6K
$3.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
62.5K+ 11.33% |
$3.2M - $3.43M
|
614K
$33.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58K+ 3.73% |
$2.97M - $3.18M
|
1.61M
$87.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
56.3K+ 957.86% |
$2.88M - $3.09M
|
62.1K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.6K+ 2120.32% |
$2.8M - $3M
|
57.2K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.1K+ 2.92% |
$2.67M - $2.86M
|
1.84M
$99.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
47.3K+ 1009.55% |
$2.42M - $2.6M
|
52K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
45.5KNew |
$2.33M - $2.5M
|
45.5K
$2.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45K+ 8.25% |
$2.31M - $2.47M
|
590K
$31.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.2K+ 165.89% |
$2.21M - $2.37M
|
69.3K
$3.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
39KNew |
$2M - $2.14M
|
39K
$2.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37.4K+ 18.31% |
$1.92M - $2.05M
|
242K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37K+ 11.82% |
$1.9M - $2.03M
|
350K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
37KNew |
$1.89M - $2.03M
|
37K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
36.6KNew |
$1.88M - $2.01M
|
36.6K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.7K+ 11.89% |
$1.83M - $1.96M
|
336K
$18.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
35.3K+ 6.53% |
$1.81M - $1.94M
|
577K
$31.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
33.7K+ 23.96% |
$1.72M - $1.85M
|
174K
$9.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
26.6KNew |
$1.36M - $1.46M
|
26.6K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
24.4K+ 3.04% |
$1.25M - $1.34M
|
826K
$44.7M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
19.8KNew |
$1.02M - $1.09M
|
19.8K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
19.6K+ 7.48% |
$1M - $1.07M
|
281K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
18.6K+ 12.25% |
$953K - $1.02M
|
170K
$9.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
18.5K+ 8.73% |
$948K - $1.02M
|
231K
$12.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
18K+ 17.3% |
$920K - $986K
|
122K
$6.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
17.6K+ 9.16% |
$903K - $968K
|
210K
$11.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.4K+ 4.36% |
$889K - $953K
|
416K
$22.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
17.3KNew |
$888K - $951K
|
17.3K
$938K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
17.3K+ 3.32% |
$886K - $949K
|
538K
$29.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.4K+ 2.24% |
$838K - $898K
|
747K
$40.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.9KNew |
$817K - $875K
|
15.9K
$863K
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
15.7K+ 14.5% |
$803K - $861K
|
124K
$6.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.4KNew |
$788K - $844K
|
15.4K
$832K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
14.4K+ 2.84% |
$737K - $790K
|
521K
$28.2M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.7K+ 11.19% |
$649K - $696K
|
126K
$6.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.6K+ 2.12% |
$647K - $693K
|
607K
$32.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
12.6K+ 2.98% |
$644K - $690K
|
435K
$23.5M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
12.3KNew |
$629K - $674K
|
12.3K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12K+ 51.9% |
$614K - $657K
|
35.1K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12K+ 202.92% |
$613K - $656K
|
17.9K
$966K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.6KNew |
$597K - $639K
|
11.6K
$630K
|