Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
471+ 3.39% |
$20.8K - $22.9K
|
14.4K
$807K
|
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
226+ 0.23% |
$10K - $11K
|
98.1K
$5.52M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
214+ 0.19% |
$9.47K - $10.4K
|
112K
$6.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
109+ 1.56% |
$4.82K - $5.31K
|
7.09K
$399K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
104+ 0.83% |
$4.6K - $5.06K
|
12.6K
$707K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62+ 0.07% |
$2.74K - $3.02K
|
83K
$4.67M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
49New |
$2.17K - $2.39K
|
49
$2.75K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16+ 0.28% |
$708 - $779
|
5.81K
$326K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-26- 0.49% |
$1.15K - $1.27K
|
5.25K
$295K
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-38- 0.05% |
$1.68K - $1.85K
|
78.5K
$4.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-71- 1.05% |
$3.14K - $3.46K
|
6.72K
$378K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-78- 1.09% |
$3.45K - $3.8K
|
7.07K
$398K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-118- 2.65% |
$5.22K - $5.75K
|
4.34K
$244K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 4.16% |
$6.64K - $7.31K
|
3.46K
$194K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-222- 13.06% |
$9.83K - $10.8K
|
1.48K
$83.1K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-244- 2.44% |
$10.8K - $11.9K
|
9.74K
$547K
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-368- 3.73% |
$16.3K - $17.9K
|
9.49K
$534K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-379Closed |
$16.8K - $18.5K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-437- 1.89% |
$19.3K - $21.3K
|
22.7K
$1.27M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.17K- 92.13% |
$51.8K - $57K
|
100
$5.62K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.35K- 3.39% |
$59.9K - $65.9K
|
38.6K
$2.17M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.55K- 0.53% |
$68.7K - $75.6K
|
292K
$16.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.57KClosed |
$69.4K - $76.4K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.09K- 0.61% |
$92.6K - $102K
|
339K
$19M
|
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-4.53K- 1.1% |
$200K - $221K
|
406K
$22.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.65K- 2.31% |
$250K - $275K
|
239K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.8KClosed |
$567K - $624K
|
0
$0
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-14.5K- 69.81% |
$641K - $705K
|
6.26K
$352K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-29.9K- 0.19% |
$1.32M - $1.45M
|
16M
$901M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-46.9K- 15.61% |
$2.08M - $2.28M
|
254K
$14.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90.8K- 27.62% |
$4.02M - $4.42M
|
238K
$13.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-177K- 85.41% |
$7.82M - $8.6M
|
30.2K
$1.7M
|