Latest Institutional Transactions on Invesco Exchange Traded Self I (OMFL)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.57% |
$51.2 - $54.9
|
175
$9.33K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-37- 0.91% |
$1.9K - $2.03K
|
4.03K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.77K- 76.55% |
$347K - $372K
|
2.08K
$111K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-385- 84.8% |
$19.7K - $21.1K
|
69
$3.68K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.11KNew |
$56.8K - $60.8K
|
1.11K
$59.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
4.68KNew |
$240K - $257K
|
4.68K
$249K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.89K+ 2.22% |
$302K - $323K
|
271K
$14.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
33.7K+ 23.96% |
$1.72M - $1.85M
|
174K
$9.29M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.76K- 34.54% |
$141K - $152K
|
5.23K
$279K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 25.44% |
$73.8K - $79.1K
|
7.11K
$379K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-43Closed |
$2.2K - $2.36K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.9KNew |
$817K - $875K
|
15.9K
$850K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
12.6K+ 2.98% |
$644K - $690K
|
435K
$23.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.76% |
$51.2 - $54.9
|
22
$1.17K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
456New |
$23.4K - $25K
|
456
$24.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.19K+ 6.28% |
$215K - $230K
|
70.9K
$3.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.58K- 15.51% |
$80.7K - $86.5K
|
8.58K
$458K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-805- 6.43% |
$41.2K - $44.2K
|
11.7K
$625K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-783- 7.18% |
$40.1K - $43K
|
10.1K
$540K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.55% |
$102 - $110
|
364
$19.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
5.22KNew |
$268K - $287K
|
5.22K
$279K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.1K- 9.82% |
$261K - $280K
|
46.8K
$2.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
900New |
$46.1K - $49.4K
|
900
$48K
|
|
| Q1 2024 | |||||||
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.03% |
$930 - $1.05K
|
58.4K
$3.12M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
82+ 0.27% |
$4.01K - $4.53K
|
30K
$1.6M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-14.5K- 15.79% |
$708K - $799K
|
77.1K
$4.11M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
449New |
$22K - $24.8K
|
449
$23.9K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
290New |
$14.2K - $16K
|
290
$15.5K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
160New |
$7.83K - $8.84K
|
160
$8.53K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 33.87% |
$72.1K - $81.4K
|
5.82K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.64K- 0.74% |
$80.2K - $90.5K
|
218K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.63KNew |
$177K - $200K
|
3.63K
$193K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
196KNew |
$9.58M - $10.8M
|
196K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-23- 95.83% |
$1.13K - $1.27K
|
1
$53.3
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.53KNew |
$271K - $306K
|
5.53K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
101New |
$4.94K - $5.58K
|
101
$5.39K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-72- 1.14% |
$3.53K - $3.98K
|
6.26K
$334K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-215- 1.42% |
$10.5K - $11.9K
|
14.9K
$795K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51.4K+ 15.63% |
$2.51M - $2.84M
|
380K
$20.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
60.5K+ 188.37% |
$2.96M - $3.34M
|
92.6K
$4.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
50KNew |
$2.45M - $2.76M
|
50K
$2.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55New |
$2.69K - $3.04K
|
55
$2.93K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
43New |
$2.11K - $2.37K
|
43
$2.29K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
126New |
$6.17K - $6.96K
|
126
$6.72K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1K+ 20.23% |
$49K - $55.2K
|
5.94K
$317K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.27KNew |
$209K - $236K
|
4.27K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
935+ 0.58% |
$45.8K - $51.6K
|
162K
$8.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-18.8K- 25.23% |
$919K - $1.04M
|
55.6K
$2.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.11KNew |
$201K - $227K
|
4.11K
$219K
|
|