Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q3 2023. 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 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.49MNew |
$67.6M - $75.4M
|
1.49M
$80.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.48MNew |
$67.2M - $74.9M
|
1.48M
$80.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
999K+ 63.89% |
$45.3M - $50.5M
|
2.56M
$139M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
689K+ 29.68% |
$31.3M - $34.9M
|
3.01M
$163M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
596K+ 10.72% |
$27M - $30.1M
|
6.15M
$333M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
556KNew |
$25.2M - $28.1M
|
556K
$30.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
517K+ 15.59% |
$23.5M - $26.2M
|
3.84M
$208M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
444K+ 63.61% |
$20.1M - $22.4M
|
1.14M
$61.8M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
417K+ 111.8% |
$18.9M - $21.1M
|
790K
$42.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Taiyo Life Insurance CO
|
BUY
|
- |
340KNew |
$15.4M - $17.2M
|
340K
$18.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
252KNew |
$11.4M - $12.8M
|
252K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
241K+ 70.04% |
$10.9M - $12.2M
|
585K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
228K+ 48.72% |
$10.3M - $11.5M
|
696K
$37.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
214K+ 7.91% |
$9.69M - $10.8M
|
2.91M
$158M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190K+ 71.06% |
$8.6M - $9.6M
|
457K
$24.7M
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
187K+ 1262.48% |
$8.5M - $9.48M
|
202K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
174K+ 38.45% |
$7.89M - $8.8M
|
626K
$33.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
172K+ 55.24% |
$7.8M - $8.7M
|
483K
$26.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
139K+ 642.14% |
$6.31M - $7.04M
|
161K
$8.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
132K+ 1477.0% |
$5.99M - $6.68M
|
141K
$7.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
130K+ 50.17% |
$5.9M - $6.58M
|
389K
$21.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
100K+ 109.96% |
$4.56M - $5.09M
|
192K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
98.2K+ 113.22% |
$4.46M - $4.97M
|
185K
$10M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
88.5K+ 8.88% |
$4.01M - $4.48M
|
1.08M
$58.7M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
88.5K+ 8.88% |
$4.01M - $4.48M
|
1.08M
$58.7M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
87.8K+ 200.61% |
$3.98M - $4.44M
|
132K
$7.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.6K+ 124.28% |
$3.93M - $4.38M
|
156K
$8.46M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
85.7KNew |
$3.89M - $4.33M
|
85.7K
$4.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
82.2K+ 7.54% |
$3.73M - $4.16M
|
1.17M
$63.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80.7K+ 19.4% |
$3.66M - $4.08M
|
497K
$26.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80.3K+ 7.74% |
$3.64M - $4.06M
|
1.12M
$60.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
72.9KNew |
$3.31M - $3.69M
|
72.9K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71.2K+ 29.33% |
$3.23M - $3.61M
|
314K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66.2KNew |
$3M - $3.35M
|
66.2K
$3.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65K+ 40.85% |
$2.95M - $3.29M
|
224K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62K+ 91.91% |
$2.81M - $3.14M
|
129K
$7.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
59.8K+ 45.31% |
$2.71M - $3.03M
|
192K
$10.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
58.6K+ 1046.88% |
$2.66M - $2.96M
|
64.1K
$3.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
53.5K+ 8.41% |
$2.43M - $2.71M
|
690K
$37.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
51.1K+ 24.63% |
$2.32M - $2.59M
|
259K
$14M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
44.2K+ 284.71% |
$2M - $2.24M
|
59.7K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40K+ 34.84% |
$1.82M - $2.02M
|
155K
$8.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.1KNew |
$1.73M - $1.93M
|
38.1K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
38K+ 672.84% |
$1.72M - $1.92M
|
43.7K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.6K+ 13312.36% |
$1.66M - $1.85M
|
36.9K
$2M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
33.1K+ 15.55% |
$1.5M - $1.68M
|
246K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32.1KNew |
$1.45M - $1.62M
|
32.1K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
30.7K+ 10.18% |
$1.39M - $1.56M
|
333K
$18M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
29.8K+ 1.1% |
$1.35M - $1.51M
|
2.73M
$148M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$1.19M - $1.33M
|
26.3K
$1.42M
|