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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.27KNew |
$49.6K - $57.3K
|
1.27K
$69.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.2K+ 22.16% |
$46.8K - $54K
|
6.61K
$361K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
779+ 14.52% |
$30.4K - $35.1K
|
6.14K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
774+ 1.03% |
$30.2K - $34.9K
|
75.6K
$4.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
599+ 1.5% |
$23.4K - $27K
|
40.5K
$2.21M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
549+ 3.78% |
$21.4K - $24.8K
|
15.1K
$823K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
484+ 6.46% |
$18.9K - $21.8K
|
7.97K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
476New |
$18.6K - $21.5K
|
476
$26K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
134+ 2.58% |
$5.23K - $6.04K
|
5.33K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
118+ 1.0% |
$4.61K - $5.32K
|
11.9K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
109+ 0.23% |
$4.26K - $4.92K
|
47.9K
$2.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
78+ 1.4% |
$3.05K - $3.52K
|
5.64K
$308K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78+ 8.07% |
$3.05K - $3.52K
|
1.05K
$57.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
43New |
$1.68K - $1.94K
|
43
$2.35K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21+ 0.4% |
$820 - $947
|
5.31K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7+ 0.25% |
$273 - $316
|
2.77K
$151K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.66% |
$234 - $271
|
911
$49.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.44% |
$78.1 - $90.2
|
453
$24.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$39.1 - $45.1
|
512
$28K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.04% |
$39.1 - $45.1
|
2.49K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$39.1 - $45.1
|
1.96K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-52- 0.74% |
$2.03K - $2.35K
|
7K
$382K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-134- 2.15% |
$5.23K - $6.04K
|
6.1K
$333K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-170- 0.36% |
$6.64K - $7.67K
|
47K
$2.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-245- 1.36% |
$9.57K - $11.1K
|
17.7K
$969K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-248- 2.07% |
$9.69K - $11.2K
|
11.7K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-450- 4.11% |
$17.6K - $20.3K
|
10.5K
$574K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-690- 0.33% |
$27K - $31.1K
|
208K
$11.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-807- 0.53% |
$31.5K - $36.4K
|
152K
$8.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.01K- 13.63% |
$39.3K - $45.4K
|
6.38K
$348K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.11K- 8.57% |
$43.4K - $50.1K
|
11.8K
$647K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.15K- 13.15% |
$45K - $52K
|
7.61K
$416K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 73.51% |
$46.2K - $53.3K
|
426
$23.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 14.06% |
$48.7K - $56.2K
|
7.62K
$416K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.39K- 81.7% |
$54.2K - $62.6K
|
311
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.39K- 12.86% |
$54.2K - $62.6K
|
9.41K
$514K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.59K- 22.89% |
$62.1K - $71.7K
|
5.35K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.1K- 84.84% |
$81.9K - $94.6K
|
375
$20.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.11K- 83.29% |
$82.6K - $95.4K
|
424
$23.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.16K- 18.85% |
$123K - $143K
|
13.6K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.99K- 10.91% |
$156K - $180K
|
32.6K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.03K- 6.45% |
$157K - $182K
|
58.4K
$3.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.8K- 21.52% |
$187K - $217K
|
17.5K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.57K- 11.59% |
$257K - $296K
|
50.1K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-9.13K- 32.91% |
$357K - $412K
|
18.6K
$1.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-10K- 40.09% |
$391K - $452K
|
15K
$818K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.3K- 34.28% |
$482K - $556K
|
23.6K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-13.7K- 10.1% |
$537K - $620K
|
122K
$6.69M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-18.9K- 13.29% |
$738K - $853K
|
123K
$6.74M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.1K- 5.29% |
$902K - $1.04M
|
413K
$22.6M
|