Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
571K+ 47.95% |
$18.5M - $21M
|
1.76M
$71.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
536K+ 175.98% |
$17.3M - $19.7M
|
840K
$34M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
355KNew |
$11.5M - $13.1M
|
355K
$14.3M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
222K+ 64.37% |
$7.18M - $8.18M
|
567K
$22.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.6KNew |
$2.51M - $2.86M
|
77.6K
$3.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.5KNew |
$1.67M - $1.9M
|
51.5K
$2.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
42.5KNew |
$1.38M - $1.57M
|
42.5K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.3KNew |
$1.05M - $1.19M
|
32.3K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.3K+ 12.5% |
$658K - $750K
|
183K
$7.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
17.9K+ 36.87% |
$580K - $661K
|
66.6K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9KNew |
$580K - $661K
|
17.9K
$725K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.4K+ 33.43% |
$563K - $642K
|
69.5K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 5.07% |
$431K - $491K
|
277K
$11.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.84K+ 110.16% |
$286K - $326K
|
16.9K
$682K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.57KNew |
$277K - $316K
|
8.57K
$346K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7.79KNew |
$252K - $287K
|
7.79K
$315K
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
6.69K+ 1.32% |
$217K - $247K
|
512K
$20.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.68K+ 83.4% |
$184K - $209K
|
12.5K
$505K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.46K+ 4.33% |
$79.5K - $90.6K
|
59.2K
$2.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.11K+ 13.97% |
$68.4K - $77.9K
|
17.2K
$698K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.75K+ 2.35% |
$56.7K - $64.6K
|
76.3K
$3.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.55K+ 7.8% |
$50.2K - $57.2K
|
21.5K
$868K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.09K+ 7.48% |
$35.2K - $40.1K
|
15.6K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
429+ 28.77% |
$13.9K - $15.8K
|
1.92K
$77.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
191New |
$6.18K - $7.04K
|
191
$7.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
158+ 142.34% |
$5.11K - $5.82K
|
269
$10.9K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
121New |
$3.92K - $4.46K
|
121
$4.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$3.24K - $3.69K
|
100
$4.05K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73New |
$2.36K - $2.69K
|
73
$2.95K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.07% |
$64.7 - $73.7
|
2.97K
$120K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-3.3K- 14.1% |
$107K - $122K
|
20.1K
$813K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-3.44K- 15.67% |
$111K - $127K
|
18.5K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.92K- 39.63% |
$127K - $144K
|
5.97K
$242K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11.8K- 13.75% |
$383K - $436K
|
74.2K
$3M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13K- 19.87% |
$422K - $480K
|
52.6K
$2.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.9K- 12.05% |
$1.06M - $1.21M
|
240K
$9.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-39.1K- 19.17% |
$1.26M - $1.44M
|
165K
$6.67M
|