Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q3 2024. 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, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-66.5K- 81.7% |
$3.17M - $3.52M
|
14.9K
$805K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-71.6K- 10.99% |
$3.41M - $3.8M
|
581K
$31.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-80.6K- 92.59% |
$3.84M - $4.27M
|
6.46K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-93.2K- 87.76% |
$4.44M - $4.94M
|
13K
$703K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-96.7K- 55.29% |
$4.61M - $5.12M
|
78.2K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-110K- 17.63% |
$5.24M - $5.83M
|
514K
$27.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-128K- 92.53% |
$6.11M - $6.8M
|
10.4K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-129K- 23.91% |
$6.13M - $6.82M
|
409K
$22.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-166K- 64.21% |
$7.93M - $8.82M
|
92.7K
$5.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-183K- 33.08% |
$8.73M - $9.7M
|
370K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-185K- 94.45% |
$8.81M - $9.8M
|
10.9K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-192K- 91.28% |
$9.13M - $10.2M
|
18.3K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-207K- 96.81% |
$9.86M - $11M
|
6.82K
$369K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-311K- 88.69% |
$14.8M - $16.5M
|
39.6K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-330K- 35.74% |
$15.7M - $17.5M
|
593K
$32M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-349K- 84.05% |
$16.7M - $18.5M
|
66.3K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-365K- 48.89% |
$17.4M - $19.3M
|
382K
$20.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-380K- 60.0% |
$18.1M - $20.1M
|
253K
$13.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-390K- 42.23% |
$18.6M - $20.7M
|
533K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-489K- 44.38% |
$23.3M - $25.9M
|
613K
$33.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-506K- 20.14% |
$24.1M - $26.8M
|
2M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-513K- 24.9% |
$24.5M - $27.2M
|
1.55M
$83.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-530K- 28.84% |
$25.2M - $28.1M
|
1.31M
$70.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-561K- 91.44% |
$26.7M - $29.7M
|
52.5K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-602K- 99.12% |
$28.7M - $31.9M
|
5.35K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-723K- 67.36% |
$34.5M - $38.3M
|
350K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-775K- 48.15% |
$36.9M - $41.1M
|
835K
$45.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-873K- 36.96% |
$41.6M - $46.3M
|
1.49M
$80.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-940K- 15.81% |
$44.8M - $49.8M
|
5.01M
$271M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-950K- 74.45% |
$45.3M - $50.3M
|
326K
$17.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-974K- 51.97% |
$46.4M - $51.6M
|
900K
$48.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.52M- 24.47% |
$72.5M - $80.6M
|
4.69M
$254M
|