Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Self I (OMFL)

OMFL Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) 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 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
2.77K
New
$109K - $125K
2.77K $148K
Jan 26, 2023 Q4 2022
Archford Capital Strategies, LLC

BUY
 -
2.74K
+ 2.23%
$108K - $124K
126K $6.72M
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.66K
+ 17.92%
$105K - $120K
17.5K $932K
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
2.16K
New
$85.2K - $97.7K
2.16K $115K
Feb 09, 2023 Q4 2022
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
1.98K
+ 16.61%
$78.2K - $89.6K
13.9K $742K
Jan 27, 2023 Q4 2022
Gps Wealth Strategies Group, LLC

BUY
 -
1.98K
+ 7.57%
$78.1K - $89.5K
28.1K $1.5M
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
1.39K
+ 16.26%
$54.7K - $62.8K
9.93K $529K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.36K
New
$53.6K - $61.4K
1.36K $72.4K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
1.23K
+ 7.62%
$48.4K - $55.5K
17.3K $924K
Jan 20, 2023 Q4 2022
Transcend Capital Advisors, LLC

BUY
 -
750
+ 4.85%
$29.6K - $33.9K
16.2K $864K
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
664
+ 10.32%
$26.2K - $30K
7.1K $378K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
623
+ 9.43%
$24.6K - $28.2K
7.23K $385K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
543
+ 27.76%
$21.4K - $24.6K
2.5K $133K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
430
+ 12.93%
$17K - $19.4K
3.76K $200K
Feb 13, 2023 Q4 2022
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
311
+ 2.65%
$12.3K - $14.1K
12K $642K
Jan 27, 2023 Q4 2022
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
275
+ 2.02%
$10.8K - $12.4K
13.9K $740K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
275
New
$10.8K - $12.4K
275 $14.7K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
215
New
$8.48K - $9.72K
215 $11.5K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
205
New
$8.09K - $9.27K
205 $10.9K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
180
+ 2.13%
$7.1K - $8.14K
8.63K $460K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
153
New
$6.03K - $6.92K
153 $8.16K
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
142
New
$5.6K - $6.42K
142 $7.57K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
141
+ 1.77%
$5.56K - $6.38K
8.11K $433K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
79
+ 7.56%
$3.12K - $3.57K
1.12K $59.9K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
52
New
$2.05K - $2.35K
52 $2.77K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
44
+ 0.79%
$1.74K - $1.99K
5.64K $301K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
41
New
$1.62K - $1.85K
41 $2.19K
Jan 20, 2023 Q4 2022
Janiczek Wealth Management, LLC

BUY
 -
35
+ 14.83%
$1.38K - $1.58K
271 $14.4K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
28
+ 0.23%
$1.1K - $1.27K
12.2K $650K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
4
+ 0.14%
$158 - $181
2.77K $148K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
2
+ 0.04%
$78.9 - $90.4
5.65K $301K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
2
+ 0.04%
$78.9 - $90.4
5.65K $301K
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-83
- 1.3%
$3.27K - $3.75K
6.29K $335K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-102
- 23.94%
$4.02K - $4.61K
324 $17.3K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

SELL
 -
-128
- 41.16%
$5.05K - $5.79K
183 $9.76K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

SELL
 -
-202
- 44.59%
$7.97K - $9.13K
251 $13.4K
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

SELL
 -
-211
- 0.82%
$8.32K - $9.54K
25.5K $1.36M
Feb 15, 2023 Q4 2022
Ncm Capital Management, LLC

Ramsey, NJ
SELL
 -
-310
- 4.08%
$12.2K - $14K
7.29K $389K
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-411
- 5.4%
$16.2K - $18.6K
7.21K $384K
Feb 14, 2023 Q4 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
SELL
 -
-472
- 0.99%
$18.6K - $21.3K
47.4K $2.53M
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

SELL
 -
-669
- 10.98%
$26.4K - $30.3K
5.43K $289K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-777
- 8.26%
$30.6K - $35.1K
8.63K $460K
Feb 10, 2023 Q4 2022
Snider Financial Group

Bellevue, WA
SELL
 -
-1.03K
- 1.36%
$40.5K - $46.5K
74.5K $3.97M
Jan 20, 2023 Q4 2022
Monterey Private Wealth, Inc.

SELL
 -
-1.29K
- 1.26%
$50.8K - $58.2K
101K $5.4M
Feb 14, 2023 Q4 2022
Industrial Alliance Investment Management Inc.

Quebec, A8
SELL
 -
-1.65K
- 21.73%
$65.2K - $74.8K
5.96K $318K
Feb 02, 2023 Q4 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-2.47K
- 16.43%
$97.5K - $112K
12.6K $671K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

SELL
 -
-2.56K
- 10.88%
$101K - $116K
21K $1.12M
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

SELL
 -
-2.57K
- 19.69%
$101K - $116K
10.5K $558K
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

SELL
 -
-2.83K
- 46.07%
$112K - $128K
3.31K $177K

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