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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-169- 0.17% |
$7.67K - $8.55K
|
98.2K
$5.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-185- 1.71% |
$8.39K - $9.36K
|
10.6K
$580K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-193- 0.35% |
$8.75K - $9.77K
|
54.2K
$2.96M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-209- 0.23% |
$9.48K - $10.6K
|
92.1K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-265- 62.5% |
$12K - $13.4K
|
159
$8.69K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-302- 1.63% |
$13.7K - $15.3K
|
18.2K
$994K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-350- 0.83% |
$15.9K - $17.7K
|
41.9K
$2.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-363- 0.37% |
$16.5K - $18.4K
|
96.6K
$5.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-749- 0.66% |
$34K - $37.9K
|
113K
$6.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-770- 15.48% |
$34.9K - $39K
|
4.2K
$230K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-913- 11.08% |
$41.4K - $46.2K
|
7.33K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-948- 2.42% |
$43K - $48K
|
38.2K
$2.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.73K- 15.93% |
$78.4K - $87.5K
|
9.13K
$499K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.75K- 27.66% |
$79.4K - $88.6K
|
4.58K
$250K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.76K- 0.86% |
$79.8K - $89.1K
|
204K
$11.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.9K- 3.29% |
$86.3K - $96.3K
|
56K
$3.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.96K- 59.22% |
$89K - $99.3K
|
1.35K
$73.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.11K- 3.03% |
$95.5K - $107K
|
67.5K
$3.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.65K- 3.78% |
$120K - $134K
|
67.4K
$3.68M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.08K- 0.9% |
$140K - $156K
|
340K
$18.6M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-3.25K- 0.77% |
$147K - $164K
|
418K
$22.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-3.26K- 2.11% |
$148K - $165K
|
152K
$8.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.93K- 23.21% |
$178K - $199K
|
13K
$711K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.03K- 17.96% |
$273K - $305K
|
27.5K
$1.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.64K- 52.8% |
$301K - $336K
|
5.93K
$324K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.85K- 0.78% |
$402K - $448K
|
1.13M
$61.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.6K- 65.03% |
$709K - $791K
|
8.4K
$459K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20.7K- 45.53% |
$939K - $1.05M
|
24.8K
$1.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.8K- 50.25% |
$1.04M - $1.16M
|
22.6K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-28.5K- 2.48% |
$1.29M - $1.44M
|
1.12M
$61.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-33.6K- 20.57% |
$1.53M - $1.7M
|
130K
$7.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-34K- 87.4% |
$1.54M - $1.72M
|
4.9K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-34.2K- 68.65% |
$1.55M - $1.73M
|
15.6K
$854K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.4K- 14.39% |
$1.56M - $1.74M
|
205K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.9K- 3.02% |
$1.58M - $1.76M
|
1.12M
$61.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-37.5K- 35.84% |
$1.7M - $1.9M
|
67.1K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-103K- 14.36% |
$4.66M - $5.2M
|
613K
$33.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-162K- 0.88% |
$7.33M - $8.18M
|
18.1M
$992M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-234K- 9.35% |
$10.6M - $11.9M
|
2.27M
$124M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-245K- 73.01% |
$11.1M - $12.4M
|
90.7K
$4.96M
|