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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.41KNew |
$234K - $280K
|
5.41K
$296K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.04KNew |
$218K - $261K
|
5.04K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
4.72KNew |
$204K - $244K
|
4.72K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.58K+ 17.25% |
$198K - $237K
|
31.1K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.48K+ 27.71% |
$193K - $231K
|
20.6K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.35KNew |
$188K - $225K
|
4.35K
$238K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.15KNew |
$179K - $215K
|
4.15K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.04KNew |
$175K - $209K
|
4.04K
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.95KNew |
$170K - $204K
|
3.95K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.93KNew |
$170K - $203K
|
3.93K
$215K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.9KNew |
$169K - $202K
|
3.9K
$213K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.8K+ 520.99% |
$164K - $196K
|
4.53K
$247K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.1KNew |
$134K - $160K
|
3.1K
$169K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.96K+ 6.74% |
$128K - $153K
|
46.9K
$2.56M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.58K+ 0.59% |
$111K - $133K
|
436K
$23.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.55K+ 3.78% |
$110K - $132K
|
69.9K
$3.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.52K+ 18.91% |
$109K - $130K
|
15.9K
$866K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.49K+ 5.06% |
$107K - $128K
|
51.6K
$2.82M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.41K+ 28.26% |
$104K - $125K
|
10.9K
$597K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.23K+ 17.24% |
$96.1K - $115K
|
15.1K
$827K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.21K+ 2.69% |
$95.5K - $114K
|
84.3K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.17K+ 5.89% |
$93.9K - $112K
|
39.1K
$2.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
1.72K+ 6.42% |
$74.4K - $89K
|
28.5K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.69KNew |
$72.9K - $87.2K
|
1.69K
$92.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.63K+ 34.59% |
$70.3K - $84.2K
|
6.33K
$346K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.41K+ 5419.23% |
$60.9K - $72.9K
|
1.44K
$78.4K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.21K+ 2.77% |
$52.3K - $62.6K
|
44.9K
$2.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.18KNew |
$51K - $61K
|
1.18K
$64.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16KNew |
$50.1K - $60K
|
1.16K
$63.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.13KNew |
$48.9K - $58.5K
|
1.13K
$61.9K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.1K+ 1.04% |
$47.5K - $56.8K
|
107K
$5.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.05K+ 4.64% |
$45.2K - $54.1K
|
23.6K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.03K+ 17.01% |
$44.5K - $53.3K
|
7.09K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
894+ 0.41% |
$38.6K - $46.2K
|
218K
$11.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
879+ 1.18% |
$38K - $45.5K
|
75.6K
$4.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
835+ 1.3% |
$36.1K - $43.2K
|
65K
$3.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
819+ 9.69% |
$35.4K - $42.4K
|
9.27K
$506K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
629+ 1.12% |
$27.2K - $32.5K
|
56.6K
$3.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
609+ 4.33% |
$26.3K - $31.5K
|
14.7K
$802K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
512+ 33.31% |
$22.1K - $26.5K
|
2.05K
$112K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
505+ 3.96% |
$21.8K - $26.1K
|
13.3K
$725K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
484+ 10.85% |
$20.9K - $25K
|
4.94K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
437New |
$18.9K - $22.6K
|
437
$23.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
418+ 1.59% |
$18.1K - $21.6K
|
26.7K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
415+ 5.67% |
$17.9K - $21.5K
|
7.74K
$423K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
386+ 1.2% |
$16.7K - $20K
|
32.5K
$1.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
327New |
$14.1K - $16.9K
|
327
$17.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
302+ 0.77% |
$13K - $15.6K
|
39.6K
$2.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
278+ 0.72% |
$12K - $14.4K
|
38.8K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
234+ 4.11% |
$10.1K - $12.1K
|
5.92K
$324K
|