Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.5K+ 38.98% |
$2.75M - $3.43M
|
308K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
77.7KNew |
$2.47M - $3.08M
|
77.7K
$3.27M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50.6K+ 23.74% |
$1.61M - $2.01M
|
264K
$11.1M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44.9KNew |
$1.43M - $1.78M
|
44.9K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.1K+ 107.63% |
$1.02M - $1.27M
|
61.9K
$2.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
22.3KNew |
$707K - $882K
|
22.3K
$937K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
20.7K+ 4.57% |
$659K - $822K
|
474K
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
14.2K+ 41.05% |
$451K - $562K
|
48.7K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.6K+ 38.03% |
$401K - $500K
|
45.8K
$1.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3K+ 31.56% |
$360K - $450K
|
47.3K
$1.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
11.1K+ 53.3% |
$354K - $442K
|
32.1K
$1.35M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
11.1KNew |
$352K - $439K
|
11.1K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 11.76% |
$333K - $415K
|
99.6K
$4.19M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.4KNew |
$330K - $411K
|
10.4K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 3.13% |
$328K - $410K
|
340K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
9.52K+ 17.17% |
$303K - $377K
|
65K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.38KNew |
$298K - $372K
|
9.38K
$395K
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
8.25K+ 1.53% |
$262K - $327K
|
549K
$23.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.07KNew |
$256K - $320K
|
8.07K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.77K+ 3.78% |
$215K - $269K
|
186K
$7.84M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.49KNew |
$206K - $257K
|
6.49K
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.26KNew |
$199K - $248K
|
6.26K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.16KNew |
$196K - $244K
|
6.16K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.6KNew |
$178K - $222K
|
5.6K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.9K+ 37.92% |
$92.3K - $115K
|
10.6K
$445K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.56K+ 393.39% |
$81.4K - $102K
|
3.21K
$135K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.58K+ 8.96% |
$50.3K - $62.8K
|
19.3K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.5K+ 18.75% |
$47.7K - $59.5K
|
9.5K
$400K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.42KNew |
$45.2K - $56.4K
|
1.42K
$59.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.13K+ 900.0% |
$35.8K - $44.6K
|
1.25K
$52.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
966New |
$30.7K - $38.3K
|
966
$40.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
891New |
$28.3K - $35.3K
|
891
$37.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
500New |
$15.9K - $19.8K
|
500
$21.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
400+ 3.02% |
$12.7K - $15.9K
|
13.7K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
343New |
$10.9K - $13.6K
|
343
$14.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
155+ 2.6% |
$4.93K - $6.15K
|
6.11K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
144New |
$4.58K - $5.71K
|
144
$6.06K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$3.18K - $3.97K
|
100
$4.21K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
75+ 0.44% |
$2.38K - $2.97K
|
17.1K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
68+ 1.91% |
$2.16K - $2.7K
|
3.63K
$153K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
19+ 0.92% |
$604 - $753
|
2.08K
$87.6K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24- 0.23% |
$763 - $952
|
10.6K
$445K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-551- 38.64% |
$17.5K - $21.8K
|
875
$36.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-556- 5.61% |
$17.7K - $22K
|
9.35K
$394K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.45K- 12.22% |
$46K - $57.4K
|
10.4K
$438K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.77K- 5.33% |
$88.1K - $110K
|
49.2K
$2.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.18K- 36.15% |
$101K - $126K
|
5.61K
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.47K- 25.8% |
$142K - $177K
|
12.8K
$541K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4.82K- 25.17% |
$153K - $191K
|
14.3K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.28K- 8.52% |
$295K - $368K
|
99.6K
$4.19M
|