Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
34.4KNew |
$1.2M - $1.37M
|
34.4K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29.4K+ 8.98% |
$1.03M - $1.17M
|
357K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7K+ 142.36% |
$760K - $863K
|
37K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$603K - $684K
|
17.2K
$747K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
16.8KNew |
$587K - $666K
|
16.8K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.83KNew |
$344K - $391K
|
9.83K
$427K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.87KNew |
$206K - $233K
|
5.87K
$255K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.08KNew |
$178K - $202K
|
5.08K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.48K+ 7.78% |
$157K - $178K
|
62.1K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.88KNew |
$136K - $154K
|
3.88K
$168K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.07KNew |
$72.5K - $82.3K
|
2.07K
$89.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.94K+ 2.14% |
$67.8K - $76.9K
|
92.4K
$4.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.63K+ 8.59% |
$57.1K - $64.8K
|
20.6K
$894K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.14K+ 3.98% |
$39.9K - $45.3K
|
29.8K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
505+ 1.81% |
$17.7K - $20.1K
|
28.4K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
201New |
$7.04K - $7.99K
|
201
$8.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
194+ 2.3% |
$6.79K - $7.71K
|
8.65K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
133+ 1.08% |
$4.66K - $5.29K
|
12.4K
$540K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$35 - $39.7
|
102
$4.43K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-47- 0.69% |
$1.65K - $1.87K
|
6.75K
$293K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-84- 0.65% |
$2.94K - $3.34K
|
12.9K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-231- 2.19% |
$8.09K - $9.18K
|
10.3K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-283- 28.36% |
$9.91K - $11.2K
|
715
$31K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-291- 1.09% |
$10.2K - $11.6K
|
26.4K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-360- 93.26% |
$12.6K - $14.3K
|
26
$1.13K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-371- 10.47% |
$13K - $14.7K
|
3.17K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-559- 3.43% |
$19.6K - $22.2K
|
15.7K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-702- 6.63% |
$24.6K - $27.9K
|
9.88K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.01K- 5.73% |
$35.5K - $40.3K
|
16.7K
$725K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.42K- 93.19% |
$49.8K - $56.6K
|
104
$4.51K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 1.85% |
$57.9K - $65.8K
|
87.6K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.19K- 30.93% |
$112K - $127K
|
7.11K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.47K- 16.95% |
$121K - $138K
|
17K
$737K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.82K- 25.93% |
$134K - $152K
|
10.9K
$474K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.9K- 10.97% |
$136K - $155K
|
31.6K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.02K- 2.02% |
$141K - $160K
|
195K
$8.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.77K- 30.02% |
$167K - $190K
|
11.1K
$483K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.58K- 28.7% |
$195K - $222K
|
13.9K
$602K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-6.38K- 15.35% |
$223K - $253K
|
35.2K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-11.6K- 15.91% |
$406K - $460K
|
61.2K
$2.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.6K- 71.01% |
$511K - $580K
|
5.96K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.4K- 35.91% |
$576K - $654K
|
29.4K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.9K- 52.51% |
$625K - $710K
|
16.1K
$701K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-18.8K- 16.23% |
$659K - $748K
|
97.2K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-47.4K- 2.68% |
$1.66M - $1.88M
|
1.72M
$74.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.3K- 80.89% |
$2.04M - $2.32M
|
13.8K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-92.4K- 39.64% |
$3.23M - $3.67M
|
141K
$6.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-113K- 11.03% |
$3.97M - $4.51M
|
915K
$39.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-183K- 21.93% |
$6.42M - $7.28M
|
652K
$28.3M
|