Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
365K+ 34.93% |
$12.2M - $13.3M
|
1.41M
$57M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
187K+ 25.31% |
$6.22M - $6.8M
|
924K
$37.4M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
134KNew |
$4.48M - $4.89M
|
134K
$5.43M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
134KNew |
$4.48M - $4.89M
|
134K
$5.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.5K+ 37.04% |
$3.22M - $3.52M
|
357K
$14.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
72.6K+ 3278.55% |
$2.42M - $2.65M
|
74.8K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47K+ 14.84% |
$1.57M - $1.71M
|
364K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
38.4K+ 4.64% |
$1.28M - $1.4M
|
867K
$35.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.6K+ 24.29% |
$1.22M - $1.33M
|
187K
$7.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.1K+ 38.62% |
$1.04M - $1.13M
|
112K
$4.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 9.1% |
$891K - $973K
|
320K
$13M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
21KNew |
$700K - $765K
|
21K
$849K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.8K+ 31.06% |
$695K - $759K
|
87.9K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.5KNew |
$652K - $712K
|
19.5K
$790K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.1K+ 35.17% |
$605K - $660K
|
69.6K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
16.6K+ 67.5% |
$552K - $603K
|
41.1K
$1.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.4K+ 207.38% |
$479K - $523K
|
21.3K
$861K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 2.76% |
$391K - $427K
|
436K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2KNew |
$341K - $373K
|
10.2K
$414K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2KNew |
$341K - $373K
|
10.2K
$414K
|
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
9.82K+ 1.91% |
$327K - $358K
|
523K
$21.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
9.76K+ 2.59% |
$326K - $356K
|
387K
$15.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
9.34KNew |
$311K - $340K
|
9.34K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.62K+ 46.76% |
$287K - $314K
|
27K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.54K+ 34.39% |
$252K - $275K
|
29.5K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.11K+ 8.49% |
$70.4K - $76.9K
|
27K
$1.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.67K+ 2.04% |
$55.8K - $61K
|
83.5K
$3.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.43KNew |
$47.6K - $52K
|
1.43K
$57.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.39KNew |
$46.2K - $50.5K
|
1.39K
$56.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.17K+ 9.87% |
$39.1K - $42.7K
|
13K
$527K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
992+ 4.67% |
$33.1K - $36.1K
|
22.2K
$899K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
730New |
$24.4K - $26.6K
|
730
$29.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
697+ 7.9% |
$23.3K - $25.4K
|
9.52K
$385K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
358New |
$11.9K - $13K
|
358
$14.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
123New |
$4.1K - $4.48K
|
123
$4.98K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
54+ 83.08% |
$1.8K - $1.97K
|
119
$4.81K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$500 - $547
|
15
$607
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
5+ 0.26% |
$167 - $182
|
1.93K
$77.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-623- 3.1% |
$20.8K - $22.7K
|
19.5K
$787K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-655- 3.6% |
$21.9K - $23.9K
|
17.5K
$709K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.16K- 99.91% |
$38.7K - $42.2K
|
1
$40.5
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.85K- 12.85% |
$61.7K - $67.4K
|
12.5K
$507K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.38K- 2.6% |
$79.4K - $86.7K
|
89.1K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.42K- 0.53% |
$314K - $343K
|
1.75M
$70.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.9K- 34.9% |
$396K - $432K
|
22.1K
$895K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-32.3K- 59.48% |
$1.08M - $1.18M
|
22K
$891K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-61.3K- 38.39% |
$2.05M - $2.23M
|
98.4K
$3.98M
|