Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q4 2022. 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 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.15M+ 154.08% |
$124M - $143M
|
5.2M
$281M
|
|
|
Feb 14, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.39M+ 900.0% |
$54.9M - $63M
|
1.55M
$83.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.26M+ 322.66% |
$49.9M - $57.2M
|
1.66M
$89.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.18MNew |
$46.7M - $53.5M
|
1.18M
$64.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
815K+ 118.56% |
$32.2M - $36.9M
|
1.5M
$81.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
451KNew |
$17.8M - $20.4M
|
451K
$24.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
445K+ 18.77% |
$17.6M - $20.1M
|
2.82M
$152M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
402KNew |
$15.9M - $18.2M
|
402K
$21.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
273K+ 78.84% |
$10.8M - $12.3M
|
618K
$33.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
247K+ 133.14% |
$9.75M - $11.2M
|
433K
$23.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
213KNew |
$8.4M - $9.63M
|
213K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
174K+ 98040.11% |
$6.84M - $7.85M
|
174K
$9.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
167K+ 50.11% |
$6.59M - $7.55M
|
500K
$27.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
164K+ 3082.02% |
$6.48M - $7.43M
|
170K
$9.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
124K+ 1177.78% |
$4.88M - $5.59M
|
134K
$7.26M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
121KNew |
$4.78M - $5.48M
|
121K
$6.56M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
105K+ 63.73% |
$4.13M - $4.73M
|
269K
$14.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
71.5KNew |
$2.82M - $3.23M
|
71.5K
$3.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.2K+ 15.05% |
$2.45M - $2.81M
|
475K
$25.7M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
53.5K+ 1006.95% |
$2.11M - $2.42M
|
58.8K
$3.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
50.5K+ 8.14% |
$1.99M - $2.29M
|
671K
$36.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.8K+ 8.78% |
$1.96M - $2.25M
|
617K
$33.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47KNew |
$1.85M - $2.13M
|
47K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
39.5KNew |
$1.56M - $1.79M
|
39.5K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.17M - $1.34M
|
29.6K
$1.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
28K+ 15.17% |
$1.11M - $1.27M
|
213K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.2KNew |
$995K - $1.14M
|
25.2K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.3K+ 121.55% |
$839K - $962K
|
38.8K
$2.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
20.7K+ 62.56% |
$815K - $935K
|
53.7K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.4K+ 14.39% |
$764K - $876K
|
154K
$8.33M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19.1KNew |
$753K - $863K
|
19.1K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
18.9K+ 7.96% |
$747K - $857K
|
257K
$13.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
17.9K+ 34.6% |
$707K - $810K
|
69.7K
$3.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.4K+ 6.23% |
$646K - $740K
|
279K
$15.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16.2K+ 1776.07% |
$638K - $732K
|
17.1K
$925K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.8K+ 14.93% |
$586K - $671K
|
114K
$6.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
14.6K+ 2.37% |
$574K - $658K
|
627K
$34M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.9K+ 5.7% |
$550K - $630K
|
258K
$14M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 2.31% |
$549K - $630K
|
617K
$33.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7K+ 23.6% |
$542K - $621K
|
72K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
13.6K+ 3.41% |
$538K - $617K
|
414K
$22.4M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
13.6K+ 90.15% |
$536K - $615K
|
28.7K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.7KNew |
$500K - $573K
|
12.7K
$686K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
8.42K+ 4.05% |
$332K - $381K
|
217K
$11.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.9KNew |
$233K - $267K
|
5.9K
$319K
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
5.61KNew |
$221K - $254K
|
5.61K
$304K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.68KNew |
$185K - $212K
|
4.68K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.87K+ 55.22% |
$152K - $175K
|
10.9K
$588K
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
3.1K+ 1.94% |
$122K - $140K
|
163K
$8.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.02K+ 2.03% |
$119K - $136K
|
152K
$8.22M
|