Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$95.3 - $106
|
8.15K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1+ 0.02% |
$47.7 - $53
|
5.13K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.03% |
$47.7 - $53
|
3.81K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-23- 0.25% |
$1.1K - $1.22K
|
9.21K
$524K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-25- 4.48% |
$1.19K - $1.32K
|
533
$30.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35- 4.19% |
$1.67K - $1.85K
|
800
$45.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-65- 1.5% |
$3.1K - $3.44K
|
4.26K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-70- 1.3% |
$3.34K - $3.71K
|
5.32K
$302K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-85- 0.82% |
$4.05K - $4.5K
|
10.2K
$581K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-96- 1.48% |
$4.57K - $5.09K
|
6.41K
$365K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 3.9% |
$4.77K - $5.3K
|
2.47K
$140K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-110- 0.31% |
$5.24K - $5.83K
|
35.8K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-134- 3.35% |
$6.39K - $7.1K
|
3.87K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-191- 2.37% |
$9.1K - $10.1K
|
7.89K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-266- 6.1% |
$12.7K - $14.1K
|
4.1K
$233K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-298- 3.18% |
$14.2K - $15.8K
|
9.07K
$516K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-303Closed |
$14.4K - $16.1K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-367- 5.56% |
$17.5K - $19.4K
|
6.24K
$355K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-375- 30.76% |
$17.9K - $19.9K
|
844
$48K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-380- 6.54% |
$18.1K - $20.1K
|
5.43K
$309K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-400- 76.19% |
$19.1K - $21.2K
|
125
$7.11K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-407- 6.14% |
$19.4K - $21.6K
|
6.22K
$354K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-442- 7.79% |
$21.1K - $23.4K
|
5.23K
$298K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-489- 0.66% |
$23.3K - $25.9K
|
73.5K
$4.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-495- 8.4% |
$23.6K - $26.2K
|
5.4K
$307K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-504- 3.44% |
$24K - $26.7K
|
14.2K
$805K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-510- 7.84% |
$24.3K - $27K
|
6K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-528- 1.95% |
$25.2K - $28K
|
26.5K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-604- 3.85% |
$28.8K - $32K
|
15.1K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-634- 11.34% |
$30.2K - $33.6K
|
4.96K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-646- 28.06% |
$30.8K - $34.2K
|
1.66K
$94.2K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-809- 2.1% |
$38.5K - $42.9K
|
37.7K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.06K- 2.07% |
$50.6K - $56.3K
|
50.2K
$2.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 16.4% |
$53.4K - $59.4K
|
5.71K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.26K- 4.44% |
$59.8K - $66.5K
|
27K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.34K- 11.89% |
$63.7K - $70.8K
|
9.9K
$563K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.54K- 94.01% |
$73.3K - $81.5K
|
98
$5.57K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.55K- 3.3% |
$74K - $82.3K
|
45.5K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.79K- 28.26% |
$85.4K - $95K
|
4.55K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.03K- 24.7% |
$96.6K - $107K
|
6.18K
$352K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.3K- 29.27% |
$110K - $122K
|
5.56K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.35K- 7.88% |
$112K - $125K
|
27.5K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.77K- 23.85% |
$132K - $147K
|
8.85K
$503K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.78K- 0.42% |
$133K - $148K
|
654K
$37.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.85K- 31.24% |
$136K - $151K
|
6.28K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.97K- 3.19% |
$141K - $157K
|
90K
$5.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.98K- 42.99% |
$142K - $158K
|
3.95K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.56K- 5.21% |
$169K - $188K
|
64.8K
$3.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.6K- 0.8% |
$172K - $191K
|
449K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.71K- 5.74% |
$177K - $196K
|
60.9K
$3.46M
|