Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
396K+ 3197.55% |
$14.8M - $16.5M
|
409K
$16.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
116KNew |
$4.34M - $4.85M
|
116K
$4.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
84.3KNew |
$3.15M - $3.52M
|
84.3K
$3.41M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
36.2KNew |
$1.35M - $1.51M
|
36.2K
$1.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.7K+ 10.74% |
$1.15M - $1.28M
|
316K
$12.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4KNew |
$951K - $1.06M
|
25.4K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4K+ 6.35% |
$612K - $683K
|
274K
$11.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
15.5KNew |
$579K - $646K
|
15.5K
$626K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.9KNew |
$518K - $579K
|
13.9K
$561K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
11.4K+ 70.72% |
$426K - $476K
|
27.5K
$1.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.98KNew |
$298K - $333K
|
7.98K
$323K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.82K+ 11.73% |
$180K - $201K
|
46K
$1.86M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
3.6KNew |
$134K - $150K
|
3.6K
$145K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.46K+ 0.12% |
$54.6K - $60.9K
|
1.22M
$49.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.27KNew |
$47.5K - $53K
|
1.27K
$51.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25KNew |
$46.7K - $52.1K
|
1.25K
$50.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
200New |
$7.48K - $8.35K
|
200
$8.09K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4New |
$150 - $167
|
4
$162
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-25- 0.03% |
$935 - $1.04K
|
84.3K
$3.41M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-75- 0.74% |
$2.81K - $3.13K
|
10.1K
$407K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.71K- 15.36% |
$63.8K - $71.2K
|
9.4K
$380K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.89K- 10.0% |
$108K - $120K
|
26K
$1.05M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.2KClosed |
$458K - $511K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-12.7KClosed |
$475K - $531K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-31.7KClosed |
$1.19M - $1.32M
|
0
$0
|