Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-66.5K- 81.7% |
$3.17M - $3.52M
|
14.9K
$858K
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26.7K- 86.73% |
$1.27M - $1.41M
|
4.08K
$235K
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24.2K- 49.55% |
$1.15M - $1.28M
|
24.6K
$1.42M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.9K- 45.91% |
$615K - $684K
|
15.2K
$877K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.28K- 24.09% |
$299K - $333K
|
19.8K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-5.14K- 15.53% |
$245K - $273K
|
28K
$1.61M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4K- 25.76% |
$191K - $212K
|
11.5K
$664K
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.85K- 31.24% |
$136K - $151K
|
6.28K
$362K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.03K- 24.7% |
$96.6K - $107K
|
6.18K
$356K
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.79K- 28.26% |
$85.4K - $95K
|
4.55K
$262K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.54K- 94.01% |
$73.3K - $81.5K
|
98
$5.65K
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-634- 11.34% |
$30.2K - $33.6K
|
4.96K
$286K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-442- 7.79% |
$21.1K - $23.4K
|
5.23K
$302K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-407- 6.14% |
$19.4K - $21.6K
|
6.22K
$358K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-400- 76.19% |
$19.1K - $21.2K
|
125
$7.21K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-266- 6.1% |
$12.7K - $14.1K
|
4.1K
$236K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-25- 4.48% |
$1.19K - $1.32K
|
533
$30.7K
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-23- 0.25% |
$1.1K - $1.22K
|
9.21K
$531K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-18.9K- 40.6% |
$970K - $1.04M
|
27.7K
$1.6M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.77K- 76.55% |
$347K - $372K
|
2.08K
$120K
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.1K- 9.82% |
$261K - $280K
|
46.8K
$2.7M
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.76K- 34.54% |
$141K - $152K
|
5.23K
$302K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.58K- 15.51% |
$80.7K - $86.5K
|
8.58K
$495K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-805- 6.43% |
$41.2K - $44.2K
|
11.7K
$676K
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-783- 7.18% |
$40.1K - $43K
|
10.1K
$584K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-578- 4.86% |
$29.6K - $31.7K
|
11.3K
$652K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-43Closed |
$2.2K - $2.36K
|
0
$0
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-37- 0.91% |
$1.9K - $2.03K
|
4.03K
$232K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-26- 0.25% |
$1.33K - $1.43K
|
10.6K
$610K
|
|
Q1 2024 | |||||||
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-18.8K- 25.23% |
$919K - $1.04M
|
55.6K
$3.21M
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-14.5K- 15.79% |
$708K - $799K
|
77.1K
$4.45M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.64K- 0.74% |
$80.2K - $90.5K
|
218K
$12.6M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-215- 1.42% |
$10.5K - $11.9K
|
14.9K
$860K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-72- 1.14% |
$3.53K - $3.98K
|
6.26K
$361K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-23- 95.83% |
$1.13K - $1.27K
|
1
$57.7
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-5.31K- 27.14% |
$229K - $274K
|
14.2K
$821K
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.41K- 35.47% |
$104K - $125K
|
4.38K
$253K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.26K- 9.97% |
$97.4K - $117K
|
20.4K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.65K- 92.16% |
$71.1K - $85.1K
|
140
$8.07K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-853- 30.27% |
$36.9K - $44.1K
|
1.97K
$113K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-420- 22.16% |
$18.1K - $21.7K
|
1.48K
$85K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-37.5K- 35.84% |
$1.7M - $1.9M
|
67.1K
$3.87M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.75K- 27.66% |
$79.4K - $88.6K
|
4.58K
$264K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-265- 62.5% |
$12K - $13.4K
|
159
$9.17K
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-150K- 9.04% |
$6.94M - $7.33M
|
1.51M
$86.8M
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15.8K- 62.58% |
$677K - $766K
|
9.44K
$544K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.35K- 11.32% |
$144K - $163K
|
26.3K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-430- 11.45% |
$18.4K - $20.9K
|
3.33K
$192K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-121- 23.63% |
$5.19K - $5.87K
|
391
$22.5K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-153KClosed |
$6.03M - $6.91M
|
0
$0
|