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 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.99K- 4.9% |
$432K - $517K
|
194K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-11.5K- 6.03% |
$498K - $596K
|
179K
$9.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-16.3K- 6.48% |
$706K - $845K
|
236K
$12.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16.8K- 67.97% |
$727K - $871K
|
7.94K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-22.8K- 67.29% |
$987K - $1.18M
|
11.1K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.4K- 63.97% |
$1.05M - $1.26M
|
13.7K
$750K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-27.6K- 2.55% |
$1.19M - $1.43M
|
1.06M
$57.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-27.6K- 2.55% |
$1.19M - $1.43M
|
1.06M
$57.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-28.1K- 21.6% |
$1.21M - $1.45M
|
102K
$5.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.2K- 20.61% |
$1.39M - $1.67M
|
124K
$6.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-40.1K- 3.54% |
$1.73M - $2.07M
|
1.09M
$59.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-40.3K- 10.17% |
$1.74M - $2.09M
|
356K
$19.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-42.9K- 22.33% |
$1.85M - $2.22M
|
149K
$8.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.6K- 1.51% |
$1.97M - $2.36M
|
2.97M
$162M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-56K- 4.99% |
$2.42M - $2.9M
|
1.07M
$58.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-61.9K- 4.15% |
$2.67M - $3.2M
|
1.43M
$78M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-71K- 11.58% |
$3.07M - $3.67M
|
542K
$29.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-77.2K- 50.91% |
$3.33M - $3.99M
|
74.4K
$4.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-83.7K- 20.31% |
$3.62M - $4.33M
|
328K
$18M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-116K- 78.35% |
$5.02M - $6.01M
|
32.1K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-129K- 11.52% |
$5.58M - $6.67M
|
991K
$54.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-273K- 39.19% |
$11.8M - $14.1M
|
423K
$23.1M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-296K- 98.05% |
$12.8M - $15.3M
|
5.86K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-361K- 59.95% |
$15.6M - $18.7M
|
241K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-575K- 25.34% |
$24.9M - $29.8M
|
1.7M
$92.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-582K- 92.95% |
$25.2M - $30.1M
|
44.2K
$2.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-663K- 24.28% |
$28.6M - $34.3M
|
2.07M
$113M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-855K- 33.38% |
$36.9M - $44.2M
|
1.71M
$93.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-903K- 31.0% |
$39M - $46.7M
|
2.01M
$110M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.09M- 18.42% |
$47.3M - $56.6M
|
4.85M
$265M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.36M- 91.67% |
$58.6M - $70.2M
|
123K
$6.74M
|