Latest Institutional Purchases of Invesco Exchange Traded Self I (OMFS)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFS) 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 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
34.4KNew |
$1.2M - $1.37M
|
34.4K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29.4K+ 8.98% |
$1.03M - $1.17M
|
357K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7K+ 142.36% |
$760K - $863K
|
37K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$603K - $684K
|
17.2K
$753K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
16.8KNew |
$587K - $666K
|
16.8K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.83KNew |
$344K - $391K
|
9.83K
$430K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.87KNew |
$206K - $233K
|
5.87K
$257K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.08KNew |
$178K - $202K
|
5.08K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.48K+ 7.78% |
$157K - $178K
|
62.1K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.88KNew |
$136K - $154K
|
3.88K
$170K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.07KNew |
$72.5K - $82.3K
|
2.07K
$90.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.94K+ 2.14% |
$67.8K - $76.9K
|
92.4K
$4.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.63K+ 8.59% |
$57.1K - $64.8K
|
20.6K
$902K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.14K+ 3.98% |
$39.9K - $45.3K
|
29.8K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
505+ 1.81% |
$17.7K - $20.1K
|
28.4K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
201New |
$7.04K - $7.99K
|
201
$8.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
194+ 2.3% |
$6.79K - $7.71K
|
8.65K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
133+ 1.08% |
$4.66K - $5.29K
|
12.4K
$544K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$35 - $39.7
|
102
$4.46K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
33.1K+ 6.36% |
$1.14M - $1.25M
|
554K
$24.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$367K - $402K
|
10.6K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$348K - $382K
|
10.1K
$442K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.37KNew |
$254K - $279K
|
7.37K
$323K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.58KNew |
$227K - $249K
|
6.58K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.59K+ 17.02% |
$54.9K - $60.2K
|
10.9K
$479K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
724New |
$24.9K - $27.4K
|
724
$31.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
346+ 3.41% |
$11.9K - $13.1K
|
10.5K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
63New |
$2.17K - $2.38K
|
63
$2.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$1.72K - $1.89K
|
50
$2.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.74% |
$34.5 - $37.8
|
137
$6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.7KNew |
$878K - $954K
|
24.7K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
24.6K+ 4.48% |
$872K - $947K
|
573K
$25.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$35.5K - $38.6K
|
1K
$43.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
915New |
$32.5K - $35.3K
|
915
$40K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
236New |
$8.38K - $9.1K
|
236
$10.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47New |
$1.67K - $1.81K
|
47
$2.06K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
11.1K+ 53.3% |
$354K - $442K
|
32.1K
$1.4M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
11.1KNew |
$352K - $439K
|
11.1K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 11.76% |
$333K - $415K
|
99.6K
$4.36M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.49KNew |
$206K - $257K
|
6.49K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.26KNew |
$199K - $248K
|
6.26K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.42KNew |
$45.2K - $56.4K
|
1.42K
$62.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
500New |
$15.9K - $19.8K
|
500
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
343New |
$10.9K - $13.6K
|
343
$15K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
155+ 2.6% |
$4.93K - $6.15K
|
6.11K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
144New |
$4.58K - $5.71K
|
144
$6.3K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.4KNew |
$450K - $514K
|
13.4K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
499New |
$16.7K - $19.1K
|
499
$21.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
67New |
$2.24K - $2.56K
|
67
$2.93K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28New |
$938 - $1.07K
|
28
$1.23K
|
|