Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q3 2022. 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 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
204KNew |
$6.44M - $7.69M
|
204K
$8.25M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
157K+ 83.26% |
$4.95M - $5.91M
|
345K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
142K+ 87.34% |
$4.48M - $5.35M
|
304K
$12.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
56KNew |
$1.77M - $2.11M
|
56K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.4K+ 23.94% |
$993K - $1.19M
|
163K
$6.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
26.3K+ 44.01% |
$830K - $991K
|
86K
$3.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 7.06% |
$548K - $654K
|
263K
$10.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
17K+ 53.69% |
$537K - $641K
|
48.6K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.9K+ 1.44% |
$533K - $635K
|
1.19M
$48.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
15.5K+ 3.17% |
$491K - $586K
|
505K
$20.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 4.55% |
$375K - $448K
|
273K
$11M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9.5K+ 91.3% |
$300K - $358K
|
19.9K
$805K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.65KNew |
$210K - $251K
|
6.65K
$269K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.48K+ 20.53% |
$78.2K - $93.3K
|
14.5K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.4K+ 10.19% |
$44.2K - $52.8K
|
15.1K
$612K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.31K+ 2.03% |
$41.3K - $49.3K
|
65.6K
$2.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.13KNew |
$35.6K - $42.4K
|
1.13K
$45.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
315New |
$9.95K - $11.9K
|
315
$12.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
160+ 12.02% |
$5.06K - $6.03K
|
1.49K
$60.3K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150New |
$4.74K - $5.66K
|
150
$6.07K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
78+ 0.33% |
$2.46K - $2.94K
|
23.4K
$946K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
65New |
$2.05K - $2.45K
|
65
$2.63K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.17% |
$158 - $189
|
2.97K
$120K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-190- 2.71% |
$6K - $7.16K
|
6.81K
$276K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-502- 0.88% |
$15.9K - $18.9K
|
56.7K
$2.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-900- 10.09% |
$28.4K - $33.9K
|
8.02K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.71K- 14.73% |
$54K - $64.4K
|
9.89K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.87K- 7.83% |
$59K - $70.4K
|
22K
$888K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 3.12% |
$75.7K - $90.4K
|
74.5K
$3.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.77K- 14.17% |
$87.5K - $104K
|
16.8K
$678K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.28K- 13.72% |
$262K - $312K
|
52.1K
$2.11M
|