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 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.71K+ 26.61% |
$123K - $137K
|
12.9K
$705K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.54K+ 43.07% |
$115K - $129K
|
8.45K
$462K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.31K+ 28.09% |
$105K - $117K
|
10.6K
$577K
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.17K+ 0.52% |
$98.6K - $110K
|
423K
$23.1M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.15K+ 0.55% |
$97.6K - $109K
|
394K
$21.5M
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.11K+ 1.5% |
$95.7K - $107K
|
143K
$7.8M
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.89KNew |
$85.6K - $95.5K
|
1.89K
$103K
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 2.25% |
$85.5K - $95.4K
|
85.7K
$4.68M
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.61K+ 6.28% |
$73.1K - $81.5K
|
27.3K
$1.49M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.48K+ 2596.49% |
$67.1K - $74.9K
|
1.54K
$84K
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.42K+ 3.74% |
$64.3K - $71.8K
|
39.3K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.31K+ 6.44% |
$59.5K - $66.4K
|
21.7K
$1.18M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.23KNew |
$55.6K - $62K
|
1.23K
$66.9K
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.13K+ 0.26% |
$51K - $56.9K
|
434K
$23.7M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 2.1% |
$45.8K - $51.1K
|
49.1K
$2.68M
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
929+ 8.83% |
$42.1K - $47K
|
11.5K
$626K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
802+ 9.49% |
$36.4K - $40.6K
|
9.25K
$506K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
784+ 19.05% |
$35.6K - $39.7K
|
4.9K
$268K
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
754+ 0.72% |
$34.2K - $38.2K
|
106K
$5.78M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
750New |
$34K - $38K
|
750
$41K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
717+ 5975.0% |
$32.5K - $36.3K
|
729
$39.8K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
712New |
$32.3K - $36K
|
712
$38.9K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
564+ 3.38% |
$25.6K - $28.5K
|
17.3K
$944K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
539New |
$24.4K - $27.3K
|
539
$29.5K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
528New |
$24K - $26.7K
|
528
$28.9K
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
487+ 7.73% |
$22.1K - $24.6K
|
6.79K
$371K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
476+ 2.15% |
$21.6K - $24.1K
|
22.6K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
446+ 2.32% |
$20.2K - $22.6K
|
19.7K
$1.08M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
296+ 8.67% |
$13.4K - $15K
|
3.71K
$203K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
263+ 0.34% |
$11.9K - $13.3K
|
77.3K
$4.22M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
233+ 0.53% |
$10.6K - $11.8K
|
43.9K
$2.4M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
229+ 2.49% |
$10.4K - $11.6K
|
9.43K
$515K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
101+ 39.0% |
$4.58K - $5.11K
|
360
$19.7K
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
85+ 0.11% |
$3.86K - $4.3K
|
74.7K
$4.08M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
77+ 15.19% |
$3.49K - $3.9K
|
584
$31.9K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
71New |
$3.22K - $3.59K
|
71
$3.88K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
34+ 0.38% |
$1.54K - $1.72K
|
8.93K
$488K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16+ 0.3% |
$726 - $810
|
5.29K
$289K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.4% |
$45.4 - $50.6
|
254
$13.9K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7- 4.76% |
$318 - $354
|
140
$7.65K
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-13- 0.72% |
$590 - $658
|
1.79K
$97.6K
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-17- 0.12% |
$771 - $860
|
14.1K
$769K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 43.48% |
$907 - $1.01K
|
26
$1.42K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 1.4% |
$1.54K - $1.72K
|
2.4K
$131K
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-35- 0.65% |
$1.59K - $1.77K
|
5.39K
$294K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-54- 1.17% |
$2.45K - $2.73K
|
4.55K
$249K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-59- 4.13% |
$2.68K - $2.99K
|
1.37K
$74.9K
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-90- 1.31% |
$4.08K - $4.55K
|
6.8K
$372K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-92- 20.44% |
$4.17K - $4.66K
|
358
$19.6K
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-135- 0.69% |
$6.12K - $6.83K
|
19.5K
$1.07M
|