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 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.77KNew |
$109K - $125K
|
2.77K
$152K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.74K+ 2.23% |
$108K - $124K
|
126K
$6.89M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.66K+ 17.92% |
$105K - $120K
|
17.5K
$955K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.16KNew |
$85.2K - $97.7K
|
2.16K
$118K
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.98K+ 16.61% |
$78.2K - $89.6K
|
13.9K
$761K
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.98K+ 7.57% |
$78.1K - $89.5K
|
28.1K
$1.54M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.39K+ 16.26% |
$54.7K - $62.8K
|
9.93K
$542K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.36KNew |
$53.6K - $61.4K
|
1.36K
$74.2K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.23K+ 7.62% |
$48.4K - $55.5K
|
17.3K
$947K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
750+ 4.85% |
$29.6K - $33.9K
|
16.2K
$885K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
737+ 6.22% |
$29.1K - $33.3K
|
12.6K
$688K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
664+ 10.32% |
$26.2K - $30K
|
7.1K
$388K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
623+ 9.43% |
$24.6K - $28.2K
|
7.23K
$395K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
543+ 27.76% |
$21.4K - $24.6K
|
2.5K
$137K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
430+ 12.93% |
$17K - $19.4K
|
3.76K
$205K
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
311+ 2.65% |
$12.3K - $14.1K
|
12K
$658K
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
275+ 2.02% |
$10.8K - $12.4K
|
13.9K
$758K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
275New |
$10.8K - $12.4K
|
275
$15K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
215New |
$8.48K - $9.72K
|
215
$11.7K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
205New |
$8.09K - $9.27K
|
205
$11.2K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
180+ 2.13% |
$7.1K - $8.14K
|
8.63K
$472K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
153New |
$6.03K - $6.92K
|
153
$8.36K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
142New |
$5.6K - $6.42K
|
142
$7.76K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
141+ 1.77% |
$5.56K - $6.38K
|
8.11K
$443K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
79+ 7.56% |
$3.12K - $3.57K
|
1.12K
$61.4K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52New |
$2.05K - $2.35K
|
52
$2.84K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
44+ 0.79% |
$1.74K - $1.99K
|
5.64K
$308K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
41New |
$1.62K - $1.85K
|
41
$2.24K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
35+ 14.83% |
$1.38K - $1.58K
|
271
$14.8K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28+ 0.23% |
$1.1K - $1.27K
|
12.2K
$667K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.14% |
$158 - $181
|
2.77K
$152K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$78.9 - $90.4
|
5.65K
$309K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$78.9 - $90.4
|
5.65K
$309K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-83- 1.3% |
$3.27K - $3.75K
|
6.29K
$344K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102- 23.94% |
$4.02K - $4.61K
|
324
$17.7K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-128- 41.16% |
$5.05K - $5.79K
|
183
$10K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-202- 44.59% |
$7.97K - $9.13K
|
251
$13.7K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-211- 0.82% |
$8.32K - $9.54K
|
25.5K
$1.39M
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-310- 4.08% |
$12.2K - $14K
|
7.29K
$398K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-411- 5.4% |
$16.2K - $18.6K
|
7.21K
$394K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-472- 0.99% |
$18.6K - $21.3K
|
47.4K
$2.59M
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-669- 10.98% |
$26.4K - $30.3K
|
5.43K
$297K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-777- 8.26% |
$30.6K - $35.1K
|
8.63K
$472K
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.03K- 1.36% |
$40.5K - $46.5K
|
74.5K
$4.07M
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.29K- 1.26% |
$50.8K - $58.2K
|
101K
$5.53M
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.65K- 21.73% |
$65.2K - $74.8K
|
5.96K
$325K
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.47K- 16.43% |
$97.5K - $112K
|
12.6K
$688K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.56K- 10.88% |
$101K - $116K
|
21K
$1.15M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.57K- 19.69% |
$101K - $116K
|
10.5K
$572K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.83K- 46.07% |
$112K - $128K
|
3.31K
$181K
|