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 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4K- 25.76% |
$191K - $212K
|
11.5K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.6K- 25.14% |
$219K - $244K
|
13.7K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-5.14K- 15.53% |
$245K - $273K
|
28K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.16K- 1.42% |
$246K - $274K
|
358K
$20.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.37K- 98.75% |
$256K - $284K
|
68
$3.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.89K- 16.81% |
$281K - $312K
|
29.2K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-6.15K- 2.29% |
$293K - $326K
|
262K
$14.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.28K- 24.09% |
$299K - $333K
|
19.8K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.28K- 41.47% |
$299K - $333K
|
8.87K
$504K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-6.41K- 7.65% |
$305K - $340K
|
77.4K
$4.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-6.99K- 39.17% |
$333K - $371K
|
10.9K
$618K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.02K- 46.2% |
$335K - $372K
|
8.17K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.29K- 4.99% |
$347K - $386K
|
139K
$7.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-7.4K- 16.25% |
$353K - $392K
|
38.1K
$2.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.63K- 62.35% |
$363K - $404K
|
4.6K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.1K- 37.9% |
$386K - $429K
|
13.3K
$755K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-8.26K- 8.37% |
$393K - $437K
|
90.4K
$5.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-8.32K- 17.59% |
$396K - $441K
|
38.9K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-9.86K- 56.73% |
$470K - $522K
|
7.52K
$428K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-10.5K- 15.21% |
$500K - $556K
|
58.5K
$3.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.1K- 19.72% |
$576K - $640K
|
49.2K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-12.2K- 43.73% |
$580K - $646K
|
15.7K
$891K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.3K- 45.33% |
$585K - $650K
|
14.8K
$842K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.9K- 45.91% |
$615K - $684K
|
15.2K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13K- 10.51% |
$619K - $688K
|
111K
$6.29M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.1K- 57.4% |
$672K - $748K
|
10.5K
$596K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-14.5K- 70.34% |
$693K - $771K
|
6.13K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.6K- 4.12% |
$697K - $775K
|
340K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.7K- 42.09% |
$699K - $778K
|
20.2K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.1K- 19.2% |
$814K - $905K
|
71.9K
$4.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-18.5K- 4.53% |
$882K - $981K
|
390K
$22.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-20.8K- 1.96% |
$993K - $1.1M
|
1.04M
$59.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.9K- 10.09% |
$996K - $1.11M
|
186K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21.6K- 1.13% |
$1.03M - $1.15M
|
1.89M
$107M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-22.3K- 11.45% |
$1.06M - $1.18M
|
172K
$9.8M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24.2K- 49.55% |
$1.15M - $1.28M
|
24.6K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.8K- 55.42% |
$1.18M - $1.32M
|
20K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-26.4K- 3.23% |
$1.26M - $1.4M
|
791K
$45M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-26.4K- 51.25% |
$1.26M - $1.4M
|
25.1K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26.7K- 86.73% |
$1.27M - $1.41M
|
4.08K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27K- 28.33% |
$1.29M - $1.43M
|
68.3K
$3.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-28K- 12.89% |
$1.33M - $1.48M
|
189K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-28.2K- 39.34% |
$1.34M - $1.49M
|
43.5K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.6K- 5.52% |
$1.55M - $1.73M
|
558K
$31.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40K- 3.14% |
$1.91M - $2.12M
|
1.23M
$70.1M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-43.9K- 51.84% |
$2.09M - $2.33M
|
40.8K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-45.9K- 53.42% |
$2.19M - $2.43M
|
40K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-46.2K- 74.39% |
$2.2M - $2.45M
|
15.9K
$905K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-46.9K- 12.74% |
$2.23M - $2.48M
|
321K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-47.8K- 32.63% |
$2.28M - $2.53M
|
98.8K
$5.62M
|