Latest Institutional Purchases of Invesco Exchange Traded Self I (OMFL)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
417K+ 111.8% |
$18.9M - $21.1M
|
790K
$45.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Taiyo Life Insurance CO
|
BUY
|
- |
340KNew |
$15.4M - $17.2M
|
340K
$19.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
72.9KNew |
$3.31M - $3.69M
|
72.9K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
30.7K+ 10.18% |
$1.39M - $1.56M
|
333K
$19.2M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.47KNew |
$339K - $378K
|
7.47K
$431K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.59KNew |
$208K - $232K
|
4.59K
$265K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.61K+ 5.51% |
$164K - $183K
|
69.2K
$3.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.89KNew |
$85.6K - $95.5K
|
1.89K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.31K+ 6.44% |
$59.5K - $66.4K
|
21.7K
$1.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.23KNew |
$55.6K - $62K
|
1.23K
$70.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
539New |
$24.4K - $27.3K
|
539
$31.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
528New |
$24K - $26.7K
|
528
$30.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
71New |
$3.22K - $3.59K
|
71
$4.09K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
498K+ 38.51% |
$23.1M - $24.4M
|
1.79M
$103M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
30.4KNew |
$1.41M - $1.49M
|
30.4K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10.9KNew |
$504K - $532K
|
10.9K
$626K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
6.76KNew |
$314K - $331K
|
6.76K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.53KNew |
$210K - $222K
|
4.53K
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
1.05KNew |
$48.8K - $51.5K
|
1.05K
$60.6K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.05KNew |
$48.8K - $51.5K
|
1.05K
$60.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
446+ 6.73% |
$20.7K - $21.8K
|
7.07K
$408K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
205New |
$9.51K - $10K
|
205
$11.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
155+ 2.27% |
$7.19K - $7.59K
|
6.97K
$402K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1New |
$46.4 - $49
|
1
$57.7
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
39.9KNew |
$1.71M - $1.93M
|
39.9K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
12.5KNew |
$536K - $606K
|
12.5K
$721K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.19K+ 2.41% |
$265K - $300K
|
263K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.83KNew |
$207K - $234K
|
4.83K
$278K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
4.33KNew |
$186K - $210K
|
4.33K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
243New |
$10.4K - $11.8K
|
243
$14K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$5.1K - $5.77K
|
119
$6.86K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
111New |
$4.76K - $5.38K
|
111
$6.4K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 0.11% |
$129 - $145
|
2.78K
$160K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
142New |
$5.6K - $6.42K
|
142
$8.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
41New |
$1.62K - $1.85K
|
41
$2.36K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
35+ 14.83% |
$1.38K - $1.58K
|
271
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28+ 0.23% |
$1.1K - $1.27K
|
12.2K
$703K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
403KNew |
$15.7M - $18.2M
|
403K
$23.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
25.3K+ 2.19% |
$987K - $1.14M
|
1.18M
$68M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.2K+ 5.6% |
$477K - $551K
|
230K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.57K+ 6.58% |
$179K - $206K
|
74K
$4.27M
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
3.49KNew |
$136K - $157K
|
3.49K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
476New |
$18.6K - $21.5K
|
476
$27.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
43New |
$1.68K - $1.94K
|
43
$2.48K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.05KNew |
$42K - $51.5K
|
1.05K
$60.5K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
17New |
$759 - $802
|
17
$980
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 0.71% |
$203 - $305
|
1.28K
$73.8K
|
|