Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q3 2022. 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 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
643KNew |
$25.1M - $29M
|
643K
$34.8M
|
|
Nov 09, 2022
Q3 2022
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
403KNew |
$15.7M - $18.2M
|
403K
$21.8M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
355K+ 17.61% |
$13.9M - $16M
|
2.37M
$128M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
242K+ 1.21% |
$9.46M - $10.9M
|
20.2M
$1.1B
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
148K+ 129.18% |
$5.78M - $6.68M
|
263K
$14.2M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 27.23% |
$4.74M - $5.48M
|
568K
$30.7M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
102K+ 5.24% |
$3.98M - $4.59M
|
2.05M
$111M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
87.9K+ 14.65% |
$3.43M - $3.96M
|
688K
$37.2M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
87.8K+ 200.61% |
$3.43M - $3.96M
|
132K
$7.12M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
85.1K+ 85.43% |
$3.33M - $3.84M
|
185K
$10M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
66.1K+ 4.53% |
$2.58M - $2.98M
|
1.52M
$82.5M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.2K+ 18.14% |
$2M - $2.31M
|
333K
$18M
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
33.6K+ 3.02% |
$1.31M - $1.52M
|
1.15M
$62.1M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.6K+ 33.21% |
$1.31M - $1.51M
|
135K
$7.29M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
33KNew |
$1.29M - $1.49M
|
33K
$1.79M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.6K+ 13.26% |
$1.12M - $1.29M
|
244K
$13.2M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 16.75% |
$1.04M - $1.2M
|
186K
$10.1M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.4K+ 4.58% |
$1.03M - $1.19M
|
603K
$32.6M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
25.7KNew |
$1.01M - $1.16M
|
25.7K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
25.3K+ 2.19% |
$987K - $1.14M
|
1.18M
$63.9M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.4K+ 2.4% |
$913K - $1.05M
|
996K
$53.9M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 5.33% |
$683K - $789K
|
346K
$18.7M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.1K+ 19.31% |
$629K - $726K
|
99.4K
$5.38M
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15.2K+ 17.47% |
$595K - $688K
|
103K
$5.55M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$579K - $669K
|
14.8K
$802K
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
BUY
|
- |
14.3K+ 9.84% |
$558K - $644K
|
159K
$8.63M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
12.7K+ 2.12% |
$498K - $575K
|
613K
$33.2M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.2K+ 5.6% |
$477K - $551K
|
230K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
9.88K+ 4.33% |
$386K - $446K
|
238K
$12.9M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
9.55K+ 2.45% |
$373K - $431K
|
400K
$21.6M
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.91KNew |
$309K - $357K
|
7.91K
$428K
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.16K+ 68.96% |
$240K - $278K
|
15.1K
$816K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.67K+ 15.56% |
$221K - $256K
|
42.1K
$2.28M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.82K+ 22.1% |
$188K - $217K
|
26.6K
$1.44M
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
4.79K+ 4.71% |
$187K - $216K
|
106K
$5.75M
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.57K+ 6.58% |
$179K - $206K
|
74K
$4.01M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.08K+ 33.88% |
$159K - $184K
|
16.1K
$872K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.03K+ 35.26% |
$157K - $182K
|
15.5K
$836K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.93K+ 7.24% |
$154K - $177K
|
58.2K
$3.15M
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
3.49KNew |
$136K - $157K
|
3.49K
$189K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
3.06K+ 121.03% |
$120K - $138K
|
5.59K
$303K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.95K+ 12.72% |
$115K - $133K
|
26.1K
$1.42M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.87K+ 28.2% |
$112K - $129K
|
13K
$705K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.57K+ 0.26% |
$100K - $116K
|
988K
$53.5M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.57K+ 0.26% |
$100K - $116K
|
988K
$53.5M
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
2.15K+ 21.46% |
$84K - $97K
|
12.2K
$659K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.05KNew |
$79.9K - $92.2K
|
2.05K
$111K
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.89K+ 3.79% |
$73.8K - $85.3K
|
51.8K
$2.8M
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.53K+ 3.04% |
$59.6K - $68.9K
|
51.8K
$2.81M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.52K+ 21.7% |
$59.4K - $68.7K
|
8.54K
$462K
|