Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q4 2023. 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 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
28.3K+ 11.51% |
$1.22M - $1.46M
|
274K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.2K+ 2.44% |
$1.18M - $1.41M
|
1.14M
$62.6M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
27KNew |
$1.17M - $1.4M
|
27K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
26.7KNew |
$1.15M - $1.38M
|
26.7K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26KNew |
$1.12M - $1.34M
|
26K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.3K+ 211.32% |
$964K - $1.15M
|
32.9K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
21.9KNew |
$945K - $1.13M
|
21.9K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
21.5K+ 23.69% |
$928K - $1.11M
|
112K
$6.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
21.2K+ 35.59% |
$918K - $1.1M
|
80.9K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$882K - $1.06M
|
20.4K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.8K+ 100.41% |
$855K - $1.02M
|
39.5K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
19.3K+ 28.61% |
$834K - $998K
|
86.8K
$4.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.8K+ 96.88% |
$814K - $975K
|
38.3K
$2.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.3K+ 7.09% |
$792K - $948K
|
277K
$15.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
18.1K+ 9.46% |
$784K - $938K
|
210K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.1K+ 305.06% |
$782K - $936K
|
24K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
17.4K+ 194.77% |
$752K - $900K
|
26.3K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 86.25% |
$742K - $888K
|
37.1K
$2.03M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17KNew |
$735K - $879K
|
17K
$929K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
15.6K+ 4.01% |
$674K - $806K
|
404K
$22.1M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
14.7K+ 26.55% |
$634K - $758K
|
69.9K
$3.82M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 43.07% |
$532K - $637K
|
40.9K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.2KNew |
$527K - $630K
|
12.2K
$666K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
11.8KNew |
$510K - $610K
|
11.8K
$645K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.8K+ 111.08% |
$509K - $609K
|
22.4K
$1.22M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$482K - $577K
|
11.2K
$609K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10KNew |
$433K - $518K
|
10K
$547K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.65K+ 12.49% |
$417K - $499K
|
87K
$4.75M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
9.13K+ 2.18% |
$395K - $472K
|
427K
$23.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
8.92KNew |
$385K - $461K
|
8.92K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.77KNew |
$379K - $454K
|
8.77K
$479K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.73K+ 2.56% |
$377K - $451K
|
349K
$19.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8.36KNew |
$361K - $432K
|
8.36K
$457K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.2KNew |
$354K - $424K
|
8.2K
$448K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.08KNew |
$349K - $418K
|
8.08K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.84KNew |
$339K - $406K
|
7.84K
$429K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.73K+ 5.87% |
$334K - $400K
|
139K
$7.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
7.67KNew |
$331K - $397K
|
7.67K
$419K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.49K+ 9.1% |
$324K - $387K
|
89.9K
$4.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.13K+ 4.6% |
$308K - $369K
|
162K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.97K+ 4.94% |
$301K - $360K
|
148K
$8.08M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.96K+ 8.13% |
$301K - $360K
|
92.6K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.52KNew |
$282K - $337K
|
6.52K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.5KNew |
$281K - $336K
|
6.5K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6.47K+ 1.82% |
$280K - $335K
|
362K
$19.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.08K+ 4.26% |
$263K - $314K
|
149K
$8.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.02K+ 27.25% |
$260K - $311K
|
28.1K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
5.99K+ 2.96% |
$259K - $310K
|
208K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.79K+ 68.96% |
$250K - $300K
|
14.2K
$776K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.66K+ 754.67% |
$245K - $293K
|
6.41K
$350K
|