Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q1 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 11.67% |
$5.53M - $6M
|
1.49M
$65.2M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
46.1K+ 9.71% |
$1.63M - $1.78M
|
520K
$22.8M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37.9K+ 14.37% |
$1.34M - $1.46M
|
301K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
33.6K+ 43.26% |
$1.19M - $1.3M
|
111K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.6K+ 13.81% |
$1.16M - $1.26M
|
269K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
30.3K+ 62.14% |
$1.07M - $1.17M
|
79K
$3.46M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.1K+ 43.82% |
$963K - $1.05M
|
89.1K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.7KNew |
$878K - $954K
|
24.7K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
24.6K+ 4.48% |
$872K - $947K
|
573K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5K+ 312.35% |
$621K - $675K
|
23.1K
$1.01M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
11.1KNew |
$393K - $427K
|
11.1K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9K+ 5.83% |
$385K - $419K
|
197K
$8.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.3K+ 13.27% |
$364K - $395K
|
87.5K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
10.1KNew |
$360K - $391K
|
10.1K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.12KNew |
$288K - $313K
|
8.12K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.21K+ 51.11% |
$220K - $239K
|
18.4K
$803K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.9K+ 62.11% |
$209K - $228K
|
15.4K
$674K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.97K+ 20.59% |
$141K - $153K
|
23.2K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.23K+ 0.19% |
$115K - $125K
|
1.74M
$76.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77K+ 41.15% |
$98.4K - $107K
|
9.51K
$416K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.29K+ 10.28% |
$81.2K - $88.2K
|
24.5K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.29K+ 15.93% |
$45.6K - $49.5K
|
9.35K
$409K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$35.5K - $38.6K
|
1K
$43.8K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
976+ 7.15% |
$34.6K - $37.6K
|
14.6K
$640K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
915New |
$32.5K - $35.3K
|
915
$40K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
575+ 9.33% |
$20.4K - $22.2K
|
6.74K
$295K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
312+ 3.01% |
$11.1K - $12K
|
10.7K
$468K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
236New |
$8.38K - $9.1K
|
236
$10.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
228+ 0.5% |
$8.09K - $8.79K
|
46K
$2.01M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47New |
$1.67K - $1.81K
|
47
$2.06K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.1% |
$71 - $77.1
|
2.08K
$90.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-134- 23.63% |
$4.76K - $5.17K
|
433
$18.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-192- 1.34% |
$6.82K - $7.4K
|
14.1K
$619K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-256- 20.48% |
$9.09K - $9.87K
|
994
$43.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-296- 3.61% |
$10.5K - $11.4K
|
7.9K
$346K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-536- 5.08% |
$19K - $20.7K
|
10K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-536- 5.08% |
$19K - $20.7K
|
10K
$439K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-560- 5.29% |
$19.9K - $21.6K
|
10K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-755- 84.74% |
$26.8K - $29.1K
|
136
$5.95K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-818- 4.78% |
$29K - $31.5K
|
16.3K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 0.61% |
$74.2K - $80.6K
|
338K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.27K- 41.05% |
$152K - $165K
|
6.13K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 18.66% |
$430K - $467K
|
52.8K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.5K- 19.57% |
$692K - $751K
|
80.1K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.9K- 7.75% |
$706K - $767K
|
237K
$10.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21.1K- 44.72% |
$751K - $815K
|
26.1K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-21.3K- 47.49% |
$757K - $822K
|
23.6K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.8K- 48.42% |
$846K - $919K
|
25.4K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36K- 83.7% |
$1.28M - $1.39M
|
7.02K
$307K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.1K- 12.36% |
$1.35M - $1.47M
|
270K
$11.8M
|