Latest Institutional Sells 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 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 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-183K- 21.93% |
$6.42M - $7.28M
|
652K
$26.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-113K- 11.03% |
$3.97M - $4.51M
|
915K
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-92.4K- 39.64% |
$3.23M - $3.67M
|
141K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.3K- 80.89% |
$2.04M - $2.32M
|
13.8K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-47.4K- 2.68% |
$1.66M - $1.88M
|
1.72M
$69.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-18.8K- 16.23% |
$659K - $748K
|
97.2K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.9K- 52.51% |
$625K - $710K
|
16.1K
$653K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.4K- 35.91% |
$576K - $654K
|
29.4K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.6K- 71.01% |
$511K - $580K
|
5.96K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-11.6K- 15.91% |
$406K - $460K
|
61.2K
$2.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-6.38K- 15.35% |
$223K - $253K
|
35.2K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.58K- 28.7% |
$195K - $222K
|
13.9K
$561K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.77K- 30.02% |
$167K - $190K
|
11.1K
$450K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.02K- 2.02% |
$141K - $160K
|
195K
$7.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.9K- 10.97% |
$136K - $155K
|
31.6K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.82K- 25.93% |
$134K - $152K
|
10.9K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.47K- 16.95% |
$121K - $138K
|
17K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.19K- 30.93% |
$112K - $127K
|
7.11K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 1.85% |
$57.9K - $65.8K
|
87.6K
$3.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.42K- 93.19% |
$49.8K - $56.6K
|
104
$4.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.01K- 5.73% |
$35.5K - $40.3K
|
16.7K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-702- 6.63% |
$24.6K - $27.9K
|
9.88K
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-559- 3.43% |
$19.6K - $22.2K
|
15.7K
$637K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-371- 10.47% |
$13K - $14.7K
|
3.17K
$128K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-360- 93.26% |
$12.6K - $14.3K
|
26
$1.05K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-291- 1.09% |
$10.2K - $11.6K
|
26.4K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-283- 28.36% |
$9.91K - $11.2K
|
715
$28.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-231- 2.19% |
$8.09K - $9.18K
|
10.3K
$416K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-84- 0.65% |
$2.94K - $3.34K
|
12.9K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-47- 0.69% |
$1.65K - $1.87K
|
6.75K
$273K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.74K- 30.75% |
$163K - $179K
|
10.7K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-14- 0.23% |
$482 - $530
|
6.11K
$247K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-38.3K- 86.0% |
$1.36M - $1.48M
|
6.24K
$252K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-296- 3.61% |
$10.5K - $11.4K
|
7.9K
$319K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-134- 23.63% |
$4.76K - $5.17K
|
433
$17.5K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-482K- 96.62% |
$15.3M - $19.1M
|
16.8K
$681K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.18K- 36.15% |
$101K - $126K
|
5.61K
$227K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-551- 38.64% |
$17.5K - $21.8K
|
875
$35.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 35.12% |
$880K - $1M
|
48.5K
$1.96M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.16K- 99.91% |
$38.7K - $42.2K
|
1
$40.5
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-25.3K- 59.47% |
$852K - $980K
|
17.2K
$697K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.92K- 39.63% |
$127K - $144K
|
5.97K
$242K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-20.9KClosed |
$683K - $833K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.27KClosed |
$238K - $290K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-990Closed |
$32.4K - $39.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.36KClosed |
$238K - $270K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-5KClosed |
$187K - $212K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.6KClosed |
$144K - $163K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8- 24.24% |
$320 - $363
|
25
$1.01K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-12.7KClosed |
$475K - $531K
|
0
$0
|
|