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 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.9K+ 4040.09% |
$1.17M - $1.31M
|
26.5K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.7K+ 4.1% |
$1.08M - $1.2M
|
602K
$32.9M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
23.2KNew |
$1.05M - $1.18M
|
23.2K
$1.27M
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
21.3K+ 5.81% |
$967K - $1.08M
|
389K
$21.2M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.4K+ 5.2% |
$925K - $1.03M
|
412K
$22.5M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.9KNew |
$903K - $1.01M
|
19.9K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.6KNew |
$754K - $841K
|
16.6K
$908K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.2KNew |
$733K - $817K
|
16.2K
$883K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15.7K+ 248.1% |
$714K - $797K
|
22.1K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.3K+ 4.76% |
$696K - $776K
|
338K
$18.5M
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.3KNew |
$605K - $674K
|
13.3K
$728K
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.1KNew |
$595K - $664K
|
13.1K
$717K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13K+ 9.57% |
$588K - $656K
|
148K
$8.11M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.8KNew |
$579K - $646K
|
12.8K
$697K
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
11.2K+ 15.87% |
$510K - $569K
|
82.1K
$4.48M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.8K+ 5.24% |
$489K - $545K
|
217K
$11.8M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.56K+ 50.25% |
$434K - $484K
|
28.6K
$1.56M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
9.47K+ 32.61% |
$429K - $479K
|
38.5K
$2.1M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.08K+ 12.39% |
$412K - $459K
|
82.4K
$4.5M
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
9.08K+ 19.67% |
$412K - $459K
|
55.2K
$3.02M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.96K+ 148.41% |
$407K - $454K
|
15K
$820K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
8.94KNew |
$405K - $452K
|
8.94K
$488K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8.52KNew |
$386K - $431K
|
8.52K
$466K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
8.35K+ 2.41% |
$379K - $423K
|
355K
$19.4M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.9K+ 4.31% |
$358K - $400K
|
191K
$10.4M
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
7.48K+ 1.92% |
$339K - $378K
|
397K
$21.7M
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.47KNew |
$339K - $378K
|
7.47K
$408K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.44K+ 28.06% |
$337K - $376K
|
33.9K
$1.85M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.91K+ 2.53% |
$313K - $349K
|
280K
$15.3M
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6.57K+ 2.87% |
$298K - $332K
|
235K
$12.9M
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
6.06KNew |
$275K - $306K
|
6.06K
$331K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.76K+ 25.68% |
$261K - $291K
|
28.2K
$1.54M
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5.71KNew |
$259K - $289K
|
5.71K
$312K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.69KNew |
$258K - $288K
|
5.69K
$311K
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
5.68K+ 74.66% |
$258K - $288K
|
13.3K
$726K
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
5.24K+ 1.19% |
$238K - $265K
|
447K
$24.4M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.17KNew |
$235K - $262K
|
5.17K
$283K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.06KNew |
$229K - $256K
|
5.06K
$276K
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.02KNew |
$228K - $254K
|
5.02K
$274K
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.78K+ 31.51% |
$217K - $242K
|
19.9K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.71KNew |
$213K - $238K
|
4.71K
$257K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.59KNew |
$208K - $232K
|
4.59K
$251K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
4.49K+ 20.1% |
$204K - $227K
|
26.8K
$1.47M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.46KNew |
$202K - $226K
|
4.46K
$244K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.09KNew |
$185K - $207K
|
4.09K
$223K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.61K+ 5.51% |
$164K - $183K
|
69.2K
$3.78M
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.57K+ 4.16% |
$162K - $181K
|
89.3K
$4.88M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.18K+ 19.55% |
$144K - $161K
|
19.5K
$1.06M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 7.29% |
$142K - $158K
|
46K
$2.52M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.08KNew |
$140K - $156K
|
3.08K
$168K
|