Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
829KNew |
$27.9M - $32.1M
|
829K
$36M
|
|
|
Jun 14, 2023
Q1 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
378KNew |
$12.7M - $14.6M
|
378K
$16.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
205K+ 24.39% |
$6.91M - $7.95M
|
1.05M
$45.4M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
170K+ 30.04% |
$5.74M - $6.6M
|
737K
$32M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 73.05% |
$4.51M - $5.19M
|
317K
$13.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
81.1K+ 116.68% |
$2.73M - $3.15M
|
151K
$6.54M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.8K+ 19.68% |
$2.35M - $2.71M
|
425K
$18.4M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
50.4KNew |
$1.7M - $1.96M
|
50.4K
$2.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
24.9K+ 37.42% |
$840K - $966K
|
91.5K
$3.97M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.4K+ 8.51% |
$689K - $792K
|
261K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 6.12% |
$571K - $657K
|
293K
$12.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.4K+ 98.92% |
$417K - $479K
|
24.9K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.91K+ 13.36% |
$267K - $307K
|
67.1K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
7.67K+ 45.48% |
$258K - $297K
|
24.5K
$1.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.93KNew |
$234K - $269K
|
6.93K
$301K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
5.57K+ 7.3% |
$188K - $216K
|
81.9K
$3.55M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.68K+ 27.15% |
$158K - $182K
|
21.9K
$952K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.3K+ 38.51% |
$111K - $128K
|
11.9K
$515K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.06K+ 3.94% |
$103K - $119K
|
80.7K
$3.5M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.8K+ 17.93% |
$94.5K - $109K
|
18.4K
$800K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.21KNew |
$74.7K - $85.9K
|
2.21K
$96.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.8K+ 3.42% |
$60.5K - $69.6K
|
54.3K
$2.36M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.65K+ 5.11% |
$55.7K - $64.1K
|
34K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.16KNew |
$39.1K - $45K
|
1.16K
$50.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1KNew |
$37.1K - $42.7K
|
1.1K
$47.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
1.08K+ 0.21% |
$36.4K - $41.8K
|
513K
$22.3M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.03K+ 13.24% |
$34.8K - $40K
|
8.83K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
981+ 0.06% |
$33.1K - $38.1K
|
1.76M
$76.5M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50New |
$1.69K - $1.94K
|
50
$2.17K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8- 0.02% |
$270 - $310
|
51.5K
$2.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-228- 1.06% |
$7.69K - $8.84K
|
21.2K
$921K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-328- 1.77% |
$11.1K - $12.7K
|
18.2K
$790K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.11K- 3.1% |
$172K - $198K
|
160K
$6.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-25.3K- 59.47% |
$852K - $980K
|
17.2K
$748K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-59.8K- 80.6% |
$2.02M - $2.32M
|
14.4K
$624K
|