Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
611K+ 149.32% |
$24.4M - $27.7M
|
1.02M
$41.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 449.48% |
$4.67M - $5.3M
|
143K
$5.78M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
64.5K+ 416.86% |
$2.58M - $2.93M
|
80K
$3.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46.8K+ 40.28% |
$1.87M - $2.12M
|
163K
$6.59M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.1KNew |
$1.72M - $1.95M
|
43.1K
$1.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36.4K+ 361.25% |
$1.46M - $1.65M
|
46.4K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
33.9K+ 123.1% |
$1.35M - $1.54M
|
61.4K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
30.7K+ 2.51% |
$1.23M - $1.39M
|
1.25M
$50.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
27.3KNew |
$1.09M - $1.24M
|
27.3K
$1.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
24.5KNew |
$979K - $1.11M
|
24.5K
$990K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
19KNew |
$761K - $863K
|
19K
$770K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11K+ 4.0% |
$439K - $498K
|
285K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 74.96% |
$416K - $471K
|
24.3K
$981K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
10.2KNew |
$407K - $461K
|
10.2K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
8.72K+ 4360.0% |
$349K - $396K
|
8.92K
$361K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.65KNew |
$266K - $302K
|
6.65K
$269K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
5KNew |
$200K - $227K
|
5K
$202K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.25KNew |
$170K - $193K
|
4.25K
$172K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.93K+ 36.72% |
$117K - $133K
|
10.9K
$441K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.85KNew |
$114K - $129K
|
2.85K
$115K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.75K+ 3.8% |
$69.9K - $79.2K
|
47.7K
$1.93M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.72KNew |
$68.6K - $77.8K
|
1.72K
$69.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
965+ 2.67% |
$38.6K - $43.8K
|
37.1K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
84+ 6.62% |
$3.36K - $3.81K
|
1.35K
$54.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
54New |
$2.16K - $2.45K
|
54
$2.18K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4Closed |
$160 - $181
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8- 24.24% |
$320 - $363
|
25
$1.01K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.03K- 32.26% |
$121K - $137K
|
6.36K
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.53K- 6.7% |
$141K - $160K
|
49.1K
$1.99M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.6KClosed |
$144K - $163K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.23K- 28.46% |
$289K - $328K
|
18.2K
$736K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-51K- 60.52% |
$2.04M - $2.31M
|
33.3K
$1.35M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-835K- 99.95% |
$33.4M - $37.9M
|
431
$17.4K
|