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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1New |
$46.4 - $49
|
1
$53.3
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
205New |
$9.51K - $10K
|
205
$10.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$129K - $137K
|
2.79K
$149K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
30.4KNew |
$1.41M - $1.49M
|
30.4K
$1.62M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 0.11% |
$129 - $145
|
2.78K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.35K- 11.32% |
$144K - $163K
|
26.3K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
12.5KNew |
$536K - $606K
|
12.5K
$667K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-430- 11.45% |
$18.4K - $20.9K
|
3.33K
$177K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.19K+ 2.41% |
$265K - $300K
|
263K
$14M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15.8K- 62.58% |
$677K - $766K
|
9.44K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.83KNew |
$207K - $234K
|
4.83K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
243New |
$10.4K - $11.8K
|
243
$13K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
111New |
$4.76K - $5.38K
|
111
$5.92K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
39.9KNew |
$1.71M - $1.93M
|
39.9K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
4.33KNew |
$186K - $210K
|
4.33K
$231K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-121- 23.63% |
$5.19K - $5.87K
|
391
$20.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$5.1K - $5.77K
|
119
$6.35K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
41New |
$1.62K - $1.85K
|
41
$2.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-153KClosed |
$6.03M - $6.91M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28+ 0.23% |
$1.1K - $1.27K
|
12.2K
$650K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
35+ 14.83% |
$1.38K - $1.58K
|
271
$14.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-3.9K- 3.66% |
$154K - $176K
|
102K
$5.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
142New |
$5.6K - $6.42K
|
142
$7.57K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.57K+ 6.58% |
$179K - $206K
|
74K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
476New |
$18.6K - $21.5K
|
476
$25.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-9.13K- 32.91% |
$357K - $412K
|
18.6K
$992K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
25.3K+ 2.19% |
$987K - $1.14M
|
1.18M
$62.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.2K+ 5.6% |
$477K - $551K
|
230K
$12.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
43New |
$1.68K - $1.94K
|
43
$2.29K
|
|
|
Nov 09, 2022
Q3 2022
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
403KNew |
$15.7M - $18.2M
|
403K
$21.5M
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
3.49KNew |
$136K - $157K
|
3.49K
$186K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.59K- 22.89% |
$62.1K - $71.7K
|
5.35K
$285K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-114Closed |
$4.56K - $5.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-24KClosed |
$962K - $1.18M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-259- 10.7% |
$10.4K - $12.7K
|
2.16K
$115K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-66Closed |
$2.64K - $3.24K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-895Closed |
$35.8K - $44K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-272- 4.52% |
$10.9K - $13.4K
|
5.74K
$306K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.05KNew |
$42K - $51.5K
|
1.05K
$55.9K
|
|
| Q1 2022 | |||||||
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.03KClosed |
$221K - $254K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-27.7KClosed |
$1.22M - $1.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.28KClosed |
$188K - $216K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-27.2KClosed |
$1.2M - $1.37M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-10- 0.23% |
$440 - $505
|
4.33K
$231K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4.6KClosed |
$203K - $233K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.99KClosed |
$176K - $202K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$476K - $546K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49Closed |
$2.29K - $2.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.04KClosed |
$375K - $410K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.17KClosed |
$428K - $467K
|
0
$0
|
|