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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-72- 1.14% |
$3.53K - $3.98K
|
6.26K
$352K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-23- 95.83% |
$1.13K - $1.27K
|
1
$56.2
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19Closed |
$930 - $1.05K
|
0
$0
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-5.31K- 27.14% |
$229K - $274K
|
14.2K
$800K
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.41K- 35.47% |
$104K - $125K
|
4.38K
$246K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.26K- 9.97% |
$97.4K - $117K
|
20.4K
$1.14M
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.65K- 92.16% |
$71.1K - $85.1K
|
140
$7.87K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-853- 30.27% |
$36.9K - $44.1K
|
1.97K
$110K
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-483- 9.63% |
$20.9K - $25K
|
4.54K
$255K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-420- 22.16% |
$18.1K - $21.7K
|
1.48K
$82.9K
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-200- 2.94% |
$8.64K - $10.3K
|
6.6K
$371K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-37.5K- 35.84% |
$1.7M - $1.9M
|
67.1K
$3.77M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.75K- 27.66% |
$79.4K - $88.6K
|
4.58K
$257K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-265- 62.5% |
$12K - $13.4K
|
159
$8.94K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 1.4% |
$1.54K - $1.72K
|
2.4K
$135K
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-150K- 9.04% |
$6.94M - $7.33M
|
1.51M
$84.6M
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15.8K- 62.58% |
$677K - $766K
|
9.44K
$531K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.35K- 11.32% |
$144K - $163K
|
26.3K
$1.48M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-430- 11.45% |
$18.4K - $20.9K
|
3.33K
$187K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-121- 23.63% |
$5.19K - $5.87K
|
391
$22K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-153KClosed |
$6.03M - $6.91M
|
0
$0
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-3.9K- 3.66% |
$154K - $176K
|
102K
$5.75M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-9.13K- 32.91% |
$357K - $412K
|
18.6K
$1.05M
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.59K- 22.89% |
$62.1K - $71.7K
|
5.35K
$301K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-24KClosed |
$962K - $1.18M
|
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
$323K
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-259- 10.7% |
$10.4K - $12.7K
|
2.16K
$121K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-114Closed |
$4.56K - $5.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-66Closed |
$2.64K - $3.24K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-27.7KClosed |
$1.22M - $1.4M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-27.2KClosed |
$1.2M - $1.37M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$476K - $546K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.03KClosed |
$221K - $254K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4.6KClosed |
$203K - $233K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.28KClosed |
$188K - $216K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.99KClosed |
$176K - $202K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-10- 0.23% |
$440 - $505
|
4.33K
$243K
|
|
Q4 2021 | |||||||
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-339KClosed |
$15.8M - $17.3M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.17KClosed |
$428K - $467K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.04KClosed |
$375K - $410K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49Closed |
$2.29K - $2.5K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.66KClosed |
$51.2K - $66K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.3KClosed |
$40K - $51.6K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 28, 2020
Q3 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.21MClosed |
$34M - $39.7M
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Hudock, Inc.
|
SELL
|
- |
-327Closed |
$9.22K - $10.8K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.1KClosed |
$252K - $347K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-103Closed |
$2.56K - $3.52K
|
0
$0
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-45.7KClosed |
$1.03M - $1.55M
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-627Closed |
$14.1K - $21.3K
|
0
$0
|