Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.64K+ 6.12% |
$170K - $185K
|
63.1K
$3.41M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
3.58K+ 71.49% |
$167K - $182K
|
8.59K
$464K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.28K+ 7.76% |
$153K - $167K
|
45.5K
$2.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.1K+ 238.46% |
$145K - $158K
|
4.4K
$238K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.94K+ 11.89% |
$137K - $150K
|
27.7K
$1.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.69K+ 27.23% |
$125K - $137K
|
12.5K
$678K
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.24K+ 2.28% |
$105K - $114K
|
100K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.18K+ 0.91% |
$102K - $111K
|
241K
$13M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.1K+ 36.2% |
$98.1K - $107K
|
7.91K
$428K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.56KNew |
$72.9K - $79.5K
|
1.56K
$84.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.3K+ 1975.76% |
$60.9K - $66.4K
|
1.37K
$74.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.16K+ 5.14% |
$54.3K - $59.3K
|
23.8K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1K+ 11.77% |
$46.7K - $50.9K
|
9.49K
$513K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
874+ 16.0% |
$40.8K - $44.5K
|
6.34K
$343K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
857New |
$40K - $43.6K
|
857
$46.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
641+ 1.29% |
$29.9K - $32.6K
|
50.2K
$2.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
509+ 3.54% |
$23.8K - $25.9K
|
14.9K
$804K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
480+ 4.93% |
$22.4K - $24.4K
|
10.2K
$552K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
370+ 5.91% |
$17.3K - $18.8K
|
6.63K
$359K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
345New |
$16.1K - $17.6K
|
345
$18.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
301+ 0.55% |
$14K - $15.3K
|
55.4K
$2.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
267+ 2.12% |
$12.5K - $13.6K
|
12.8K
$694K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
263+ 4.33% |
$12.3K - $13.4K
|
6.34K
$343K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
236New |
$11K - $12K
|
236
$12.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
221+ 58.62% |
$10.3K - $11.3K
|
598
$32.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
194+ 2.73% |
$9.05K - $9.88K
|
7.29K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
98+ 6.01% |
$4.57K - $4.99K
|
1.73K
$93.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
66New |
$3.08K - $3.36K
|
66
$3.57K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.15% |
$373 - $407
|
5.26K
$284K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14- 0.31% |
$653 - $713
|
4.46K
$241K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27- 0.4% |
$1.26K - $1.37K
|
6.69K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49Closed |
$2.29K - $2.5K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-78- 0.1% |
$3.64K - $3.97K
|
78.4K
$4.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-119- 8.05% |
$5.55K - $6.06K
|
1.36K
$73.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-287- 3.79% |
$13.4K - $14.6K
|
7.29K
$394K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-382- 40.9% |
$17.8K - $19.5K
|
552
$29.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-728- 10.29% |
$34K - $37.1K
|
6.35K
$343K
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.07K- 6.45% |
$49.7K - $54.2K
|
15.4K
$835K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.17K- 92.13% |
$54.7K - $59.6K
|
100
$5.41K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-1.4K- 72.74% |
$65.2K - $71.2K
|
524
$28.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.46K- 25.44% |
$115K - $125K
|
7.22K
$390K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.98K- 9.87% |
$139K - $152K
|
27.2K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.04KClosed |
$375K - $410K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.59K- 24.24% |
$401K - $437K
|
26.8K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.15KClosed |
$427K - $466K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.17KClosed |
$428K - $467K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.4K- 29.54% |
$533K - $581K
|
27.2K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.1KClosed |
$706K - $771K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.3K- 2.82% |
$855K - $932K
|
631K
$34.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-24.7K- 2.17% |
$1.15M - $1.26M
|
1.11M
$60.1M
|