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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.62K- 5.24% |
$185K - $199K
|
65.4K
$3.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.11K- 11.79% |
$211K - $226K
|
30.8K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.33K- 0.41% |
$222K - $238K
|
1.06M
$57.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.35K- 45.86% |
$223K - $239K
|
5.13K
$280K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.43K- 4.84% |
$227K - $243K
|
87.1K
$4.76M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.1K- 9.82% |
$261K - $280K
|
46.8K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.13K- 18.93% |
$263K - $282K
|
22K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.66K- 1.57% |
$290K - $311K
|
355K
$19.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.53K- 15.78% |
$335K - $359K
|
34.9K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.62K- 4.32% |
$339K - $363K
|
147K
$8.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-6.67K- 18.28% |
$342K - $366K
|
29.8K
$1.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.77K- 76.55% |
$347K - $372K
|
2.08K
$113K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.88K- 1.91% |
$352K - $377K
|
352K
$19.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-7K- 1.68% |
$358K - $384K
|
409K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.15K- 8.08% |
$366K - $393K
|
81.4K
$4.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.33K- 20.67% |
$375K - $402K
|
28.1K
$1.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.15K- 3.62% |
$417K - $447K
|
217K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.22K- 3.78% |
$421K - $451K
|
209K
$11.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-8.42K- 3.79% |
$431K - $462K
|
214K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.94K- 6.22% |
$509K - $545K
|
150K
$8.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-10.9K- 13.73% |
$557K - $597K
|
68.3K
$3.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13K- 12.0% |
$665K - $713K
|
95.3K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.2K- 61.18% |
$675K - $723K
|
8.36K
$457K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.2K- 18.79% |
$726K - $778K
|
61.3K
$3.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.2K- 59.56% |
$726K - $778K
|
9.63K
$526K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.2K- 6.78% |
$730K - $782K
|
196K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-14.5K- 23.5% |
$744K - $797K
|
47.3K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18K- 16.8% |
$920K - $986K
|
89K
$4.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-18.9K- 40.6% |
$970K - $1.04M
|
27.7K
$1.51M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22.1K- 47.37% |
$1.13M - $1.21M
|
24.6K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-23K- 56.0% |
$1.18M - $1.26M
|
18.1K
$988K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-25.7K- 11.66% |
$1.32M - $1.41M
|
195K
$10.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.1K- 10.31% |
$1.39M - $1.49M
|
236K
$12.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-31.1K- 7.89% |
$1.59M - $1.71M
|
363K
$19.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32.7K- 1.71% |
$1.68M - $1.8M
|
1.87M
$102M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-36.5K- 67.74% |
$1.87M - $2M
|
17.4K
$950K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43.4K- 15.47% |
$2.23M - $2.38M
|
237K
$13M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.7K- 5.21% |
$2.6M - $2.78M
|
923K
$50.4M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-58K- 13.62% |
$2.97M - $3.19M
|
368K
$20.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-60.8K- 8.48% |
$3.12M - $3.34M
|
657K
$35.9M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-70.5K- 45.45% |
$3.61M - $3.87M
|
84.6K
$4.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-75.2K- 94.95% |
$3.85M - $4.13M
|
4K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-76.5K- 22.8% |
$3.92M - $4.2M
|
259K
$14.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-81.6K- 4.1% |
$4.18M - $4.48M
|
1.91M
$104M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-95.7K- 8.19% |
$4.9M - $5.26M
|
1.07M
$58.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-128K- 9.15% |
$6.57M - $7.04M
|
1.27M
$69.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-131K- 19.09% |
$6.69M - $7.17M
|
554K
$30.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-141K- 44.57% |
$7.2M - $7.72M
|
175K
$9.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-147K- 5.87% |
$7.55M - $8.09M
|
2.36M
$129M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-170K- 6.33% |
$8.69M - $9.31M
|
2.51M
$137M
|