Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED SELF-I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26New |
$1.11K - $1.26K
|
26
$1.46K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23+ 0.27% |
$986 - $1.12K
|
8.65K
$485K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7+ 0.06% |
$300 - $339
|
12.6K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 0.11% |
$129 - $145
|
2.78K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.06% |
$129 - $145
|
4.68K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.11% |
$129 - $145
|
2.78K
$156K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.4% |
$42.9 - $48.5
|
252
$14.1K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23- 0.27% |
$986 - $1.12K
|
8.63K
$484K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-45- 0.8% |
$1.93K - $2.18K
|
5.56K
$312K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-51- 0.71% |
$2.19K - $2.47K
|
7.15K
$401K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-121- 23.63% |
$5.19K - $5.87K
|
391
$21.9K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-167- 2.8% |
$7.16K - $8.1K
|
5.79K
$324K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-330- 0.75% |
$14.2K - $16K
|
43.6K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-430- 11.45% |
$18.4K - $20.9K
|
3.33K
$186K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-558- 95.55% |
$23.9K - $27.1K
|
26
$1.46K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-580- 4.17% |
$24.9K - $28.1K
|
13.3K
$747K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-618- 1.59% |
$26.5K - $30K
|
38.2K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-628- 55.87% |
$26.9K - $30.5K
|
496
$27.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-724- 0.97% |
$31K - $35.1K
|
73.8K
$4.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.06K- 42.68% |
$45.6K - $51.6K
|
1.43K
$80.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.62K- 0.1% |
$69.6K - $78.7K
|
1.65M
$92.7M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.93K- 10.11% |
$82.8K - $93.6K
|
17.2K
$961K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.11K- 14.82% |
$133K - $151K
|
17.9K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.3K- 33.26% |
$142K - $160K
|
6.62K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.35K- 11.32% |
$144K - $163K
|
26.3K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-5.57K- 3.42% |
$239K - $270K
|
157K
$8.79M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.63K- 13.95% |
$242K - $273K
|
34.7K
$1.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.2K- 14.21% |
$436K - $493K
|
61.4K
$3.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.1K- 5.22% |
$477K - $539K
|
202K
$11.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6K- 16.11% |
$497K - $562K
|
60.4K
$3.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-13K- 1.93% |
$556K - $629K
|
658K
$36.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.6K- 8.83% |
$583K - $659K
|
140K
$7.86M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-14K- 50.76% |
$600K - $678K
|
13.6K
$760K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15.8K- 62.58% |
$677K - $766K
|
9.44K
$529K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19.9K- 70.7% |
$853K - $964K
|
8.24K
$462K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.1K- 23.97% |
$1.38M - $1.56M
|
102K
$5.71M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-36.4K- 0.7% |
$1.56M - $1.77M
|
5.16M
$289M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.8K- 62.61% |
$2.05M - $2.32M
|
28.6K
$1.6M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-67.5K- 2.5% |
$2.89M - $3.27M
|
2.63M
$148M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-83.6K- 17.57% |
$3.58M - $4.05M
|
392K
$22M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-107K- 10.08% |
$4.59M - $5.19M
|
955K
$53.5M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-137K- 92.81% |
$5.88M - $6.65M
|
10.6K
$595K
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-160K- 91.94% |
$6.85M - $7.74M
|
14K
$784K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-255K- 16.46% |
$10.9M - $12.4M
|
1.29M
$72.4M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-380K- 1.99% |
$16.3M - $18.4M
|
18.7M
$1.05B
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-615K- 97.99% |
$26.4M - $29.8M
|
12.6K
$707K
|