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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 0.93% |
$1.23K - $1.32K
|
2.57K
$140K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-26- 0.25% |
$1.33K - $1.43K
|
10.6K
$578K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-37- 0.91% |
$1.9K - $2.03K
|
4.03K
$220K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-43Closed |
$2.2K - $2.36K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-79- 0.05% |
$4.05K - $4.34K
|
148K
$8.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-82- 0.27% |
$4.2K - $4.5K
|
29.9K
$1.63M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-94- 1.14% |
$4.82K - $5.16K
|
8.14K
$445K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-96- 3.61% |
$4.92K - $5.27K
|
2.56K
$140K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-98- 23.56% |
$5.02K - $5.38K
|
318
$17.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-103- 1.56% |
$5.28K - $5.65K
|
6.51K
$356K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-210- 0.24% |
$10.8K - $11.5K
|
86K
$4.7M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-211- 0.75% |
$10.8K - $11.6K
|
27.9K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-269- 5.23% |
$13.8K - $14.8K
|
4.87K
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-306- 4.29% |
$15.7K - $16.8K
|
6.84K
$374K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-370- 1.35% |
$19K - $20.3K
|
27K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-385- 84.8% |
$19.7K - $21.1K
|
69
$3.77K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-413- 20.16% |
$21.2K - $22.7K
|
1.64K
$89.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-422- 1.59% |
$21.6K - $23.2K
|
26.1K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-440- 3.65% |
$22.5K - $24.2K
|
11.6K
$635K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-462- 0.89% |
$23.7K - $25.4K
|
51.3K
$2.8M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-552- 11.52% |
$28.3K - $30.3K
|
4.24K
$232K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-571- 11.66% |
$29.3K - $31.3K
|
4.33K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-578- 4.86% |
$29.6K - $31.7K
|
11.3K
$618K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-723- 4.54% |
$37K - $39.7K
|
15.2K
$830K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-742- 11.56% |
$38K - $40.7K
|
5.68K
$310K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-767- 0.33% |
$39.3K - $42.1K
|
234K
$12.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-783- 7.18% |
$40.1K - $43K
|
10.1K
$553K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-805- 6.43% |
$41.2K - $44.2K
|
11.7K
$640K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-860- 9.62% |
$44.1K - $47.2K
|
8.08K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.01K- 1.35% |
$51.9K - $55.7K
|
74K
$4.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.1K- 2.97% |
$56.4K - $60.4K
|
35.9K
$1.96M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.19K- 1.4% |
$61K - $65.3K
|
83.8K
$4.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.21K- 2.3% |
$62.1K - $66.6K
|
51.5K
$2.82M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.23K- 9.9% |
$63.2K - $67.7K
|
11.2K
$614K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-1.25K- 2.85% |
$63.9K - $68.4K
|
42.5K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.36K- 16.39% |
$69.5K - $74.5K
|
6.92K
$378K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.58K- 15.51% |
$80.7K - $86.5K
|
8.58K
$469K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.67K- 0.54% |
$85.3K - $91.4K
|
309K
$16.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.78K- 12.72% |
$91.3K - $97.8K
|
12.2K
$668K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 5.25% |
$109K - $117K
|
38.5K
$2.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.38K- 10.0% |
$122K - $130K
|
21.4K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.51K- 30.19% |
$129K - $138K
|
5.81K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.63K- 15.2% |
$135K - $144K
|
14.7K
$801K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.66K- 32.27% |
$136K - $146K
|
5.59K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.76K- 34.54% |
$141K - $152K
|
5.23K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.79K- 0.13% |
$143K - $153K
|
2.06M
$113M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.11K- 2.45% |
$159K - $171K
|
124K
$6.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-3.5K- 3.63% |
$179K - $192K
|
93K
$5.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.57K- 1.7% |
$183K - $196K
|
207K
$11.3M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.58K- 6.83% |
$184K - $197K
|
48.8K
$2.67M
|