Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
213KNew |
$7.14M - $8.14M
|
213K
$9.25M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
177K+ 19.17% |
$5.93M - $6.77M
|
1.1M
$47.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
127K+ 35.45% |
$4.24M - $4.84M
|
484K
$21M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
86.3K+ 390.18% |
$2.89M - $3.3M
|
108K
$4.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
81K+ 82.26% |
$2.71M - $3.09M
|
179K
$7.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
66.3K+ 17.11% |
$2.22M - $2.53M
|
454K
$19.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
62.3K+ 14.29% |
$2.09M - $2.38M
|
499K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.6K+ 4.09% |
$1.93M - $2.2M
|
1.47M
$63.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.2K+ 56.3% |
$1.31M - $1.5M
|
109K
$4.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.6K+ 18.5% |
$1.16M - $1.32M
|
222K
$9.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
25.2K+ 270.13% |
$845K - $964K
|
34.6K
$1.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.5K+ 76.36% |
$754K - $860K
|
52K
$2.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
17.4K+ 3.33% |
$584K - $666K
|
540K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.3KNew |
$580K - $662K
|
17.3K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1K+ 87.76% |
$574K - $656K
|
36.7K
$1.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15.7K+ 17.57% |
$525K - $599K
|
105K
$4.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.7K+ 68.86% |
$491K - $560K
|
35.9K
$1.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 35.01% |
$482K - $550K
|
55.5K
$2.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.4KNew |
$450K - $514K
|
13.4K
$583K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.9KNew |
$332K - $379K
|
9.9K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.86K+ 3.08% |
$330K - $377K
|
330K
$14.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.79KNew |
$295K - $336K
|
8.79K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8KNew |
$268K - $306K
|
8K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.96KNew |
$267K - $304K
|
7.96K
$346K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.93K+ 948.77% |
$232K - $265K
|
7.66K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.59K+ 5.89% |
$221K - $252K
|
118K
$5.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.12K+ 22.61% |
$205K - $234K
|
33.2K
$1.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.96KNew |
$199K - $228K
|
5.96K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.87K+ 10.63% |
$96K - $110K
|
29.8K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 1.32% |
$39K - $44.5K
|
89.1K
$3.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
636+ 4240.0% |
$21.3K - $24.3K
|
651
$28.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
567New |
$19K - $21.7K
|
567
$24.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
499New |
$16.7K - $19.1K
|
499
$21.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
220+ 1.69% |
$7.37K - $8.41K
|
13.3K
$575K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
136+ 7.06% |
$4.56K - $5.2K
|
2.06K
$89.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
67New |
$2.24K - $2.56K
|
67
$2.91K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28New |
$938 - $1.07K
|
28
$1.22K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 5.04% |
$201 - $229
|
125
$5.43K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-73- 0.35% |
$2.45K - $2.79K
|
20.9K
$908K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-301- 1.55% |
$10.1K - $11.5K
|
19.2K
$832K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-512- 2.92% |
$17.2K - $19.6K
|
17K
$739K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-693- 5.53% |
$23.2K - $26.5K
|
11.8K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.04K- 0.23% |
$135K - $154K
|
1.75M
$75.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.54K- 20.43% |
$152K - $173K
|
17.7K
$767K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.96K- 62.56% |
$200K - $228K
|
3.57K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.93K- 10.69% |
$299K - $341K
|
74.6K
$3.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.8K- 62.79% |
$463K - $529K
|
8.19K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 35.12% |
$880K - $1M
|
48.5K
$2.11M
|