Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Self I (OMFS)

OMFS Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q2 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
Jul 30, 2024 Q2 2024
Hantz Financial Services, Inc.

BUY
 -
836K
New
$28.8M - $31.6M
836K $36.6M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
53.8K
+ 293.03%
$1.85M - $2.03M
72.1K $3.16M
Aug 13, 2024 Q2 2024
Landmark Wealth Management, Inc.

Normal, IL
BUY
 -
41.5K
New
$1.43M - $1.57M
41.5K $1.82M
Jul 30, 2024 Q2 2024
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
33.1K
+ 6.36%
$1.14M - $1.25M
554K $24.2M
Aug 13, 2024 Q2 2024
Invesco Ltd.

Atlanta, GA
BUY
 -
27K
+ 1.55%
$930K - $1.02M
1.77M $77.3M
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
26.2K
+ 8.69%
$903K - $991K
328K $14.3M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
19.4K
New
$670K - $735K
19.4K $851K
Jul 19, 2024 Q2 2024
Western Wealth Management, LLC

BUY
 -
10.6K
New
$367K - $402K
10.6K $465K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
10.1K
New
$348K - $382K
10.1K $442K
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
8.23K
+ 117.33%
$284K - $311K
15.3K $667K
Aug 12, 2024 Q2 2024
Sound Financial Strategies Group, LLC

BUY
 -
6.8K
New
$234K - $257K
6.8K $297K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
6.58K
New
$227K - $249K
6.58K $288K
Aug 16, 2024 Q2 2024
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
4.7K
+ 4.22%
$162K - $178K
116K $5.08M
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
3.42K
+ 14.72%
$118K - $129K
26.6K $1.17M
Jul 12, 2024 Q2 2024
Orrstown Financial Services Inc

Shippensburg, PA
BUY
 -
3.4K
+ 13.83%
$117K - $128K
27.9K $1.22M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
3.31K
+ 13.04%
$114K - $125K
28.7K $1.26M
Jul 16, 2024 Q2 2024
Iag Wealth Partners, LLC

BUY
 -
2.98K
+ 3.41%
$103K - $113K
90.5K $3.96M
Aug 14, 2024 Q2 2024
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
1.59K
+ 17.02%
$54.9K - $60.2K
10.9K $479K
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
724
New
$24.9K - $27.4K
724 $31.7K
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
560
+ 5.59%
$19.3K - $21.2K
10.6K $463K
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
560
+ 5.59%
$19.3K - $21.2K
10.6K $463K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
386
New
$13.3K - $14.6K
386 $16.9K
Aug 12, 2024 Q2 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
346
+ 3.41%
$11.9K - $13.1K
10.5K $459K
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
186
+ 0.21%
$6.41K - $7.04K
89.3K $3.91M
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
63
New
$2.17K - $2.38K
63 $2.76K
Aug 14, 2024 Q2 2024
Wfa Of San Diego, LLC

BUY
 -
50
New
$1.72K - $1.89K
50 $2.19K
Jul 17, 2024 Q2 2024
E Rn Financial, LLC

BUY
 -
22
+ 0.14%
$758 - $832
16.3K $714K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
4
+ 0.4%
$138 - $151
998 $43.7K
Jul 23, 2024 Q2 2024
Psi Advisors, LLC

BUY
 -
1
+ 1.0%
$34.5 - $37.8
101 $4.42K
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
1
+ 0.74%
$34.5 - $37.8
137 $6K
Aug 09, 2024 Q2 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-14
- 0.23%
$482 - $530
6.11K $268K
Aug 13, 2024 Q2 2024
Milestone Investment Advisors LLC

Middleton, WI
SELL
 -
-90
- 2.48%
$3.1K - $3.4K
3.54K $155K
Jul 30, 2024 Q2 2024
49 Wealth Management, LLC

Austin, TX
SELL
 -
-386
- 3.61%
$13.3K - $14.6K
10.3K $451K
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
SELL
 -
-541
- 4.21%
$18.6K - $20.5K
12.3K $538K
Jul 15, 2024 Q2 2024
Aspire Private Capital, LLC

SELL
 -
-551
- 26.52%
$19K - $20.8K
1.53K $66.8K
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.06K
- 11.11%
$36.4K - $39.9K
8.45K $370K
Jul 10, 2024 Q2 2024
Apella Capital, LLC

SELL
 -
-1.16K
- 8.2%
$40K - $43.9K
13K $568K
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
SELL
 -
-4.11K
- 28.07%
$141K - $155K
10.5K $461K
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
SELL
 -
-4.59K
- 19.48%
$158K - $174K
19K $830K
Aug 14, 2024 Q2 2024
Two Sigma Investments, LP

New York, NY
SELL
 -
-4.74K
- 30.75%
$163K - $179K
10.7K $467K
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-5.39K
- 23.34%
$186K - $204K
17.7K $775K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

SELL
 -
-5.59K
- 21.39%
$193K - $212K
20.5K $899K
Aug 08, 2024 Q2 2024
Avestar Capital, LLC

SELL
 -
-6.19K
- 7.84%
$213K - $234K
72.8K $3.19M
Aug 13, 2024 Q2 2024
Ubs Group Ag

SELL
 -
-18.8K
- 35.67%
$650K - $713K
34K $1.49M
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-26.1K
- 62.17%
$900K - $988K
15.9K $695K
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

SELL
 -
-31.3K
- 67.96%
$1.08M - $1.18M
14.7K $645K
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
SELL
 -
-35.7K
- 13.27%
$1.23M - $1.35M
233K $10.2M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

SELL
 -
-44.6K
- 55.65%
$1.54M - $1.69M
35.5K $1.55M
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-71.6K
- 26.49%
$2.47M - $2.71M
199K $8.69M

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