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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-3.9K- 3.66% |
$154K - $176K
|
102K
$5.6M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-4.1K- 8.72% |
$162K - $185K
|
42.9K
$2.34M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.28K- 2.82% |
$169K - $194K
|
148K
$8.08M
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-5.04K- 15.45% |
$199K - $228K
|
27.6K
$1.51M
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.11K- 21.6% |
$201K - $231K
|
18.5K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.86K- 33.05% |
$231K - $265K
|
11.9K
$649K
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-7.88K- 15.19% |
$311K - $356K
|
44K
$2.4M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.74K- 19.43% |
$384K - $440K
|
40.4K
$2.21M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.2K- 49.62% |
$521K - $597K
|
13.4K
$732K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-38.5K- 3.36% |
$1.52M - $1.74M
|
1.11M
$60.6M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-39.2K- 93.16% |
$1.55M - $1.77M
|
2.88K
$157K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.9K- 39.02% |
$1.93M - $2.21M
|
76.4K
$4.17M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-55.1K- 44.99% |
$2.17M - $2.49M
|
67.3K
$3.68M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69K- 6.93% |
$2.72M - $3.12M
|
927K
$50.7M
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-153KClosed |
$6.03M - $6.91M
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.12M- 5.54% |
$44.3M - $50.7M
|
19.1M
$1.05B
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.37M- 89.85% |
$54M - $61.9M
|
155K
$8.46M
|