Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
178+ 3.52% |
$7.69K - $9.2K
|
5.24K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
173New |
$7.48K - $8.95K
|
173
$9.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23New |
$994 - $1.19K
|
23
$1.32K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
23New |
$994 - $1.19K
|
23
$1.32K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
21New |
$907 - $1.09K
|
21
$1.21K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19New |
$821 - $982
|
19
$1.09K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
18+ 0.2% |
$778 - $931
|
8.95K
$514K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 0.54% |
$475 - $569
|
2.06K
$118K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.39% |
$43.2 - $51.7
|
255
$14.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 3.57% |
$216 - $259
|
135
$7.76K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 15.36% |
$2.38K - $2.84K
|
303
$17.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-106- 2.86% |
$4.58K - $5.48K
|
3.61K
$207K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-132- 9.77% |
$5.7K - $6.83K
|
1.22K
$70K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-144- 3.16% |
$6.22K - $7.45K
|
4.41K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-200- 2.94% |
$8.64K - $10.3K
|
6.6K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-263- 4.98% |
$11.4K - $13.6K
|
5.02K
$289K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-271- 86.31% |
$11.7K - $14K
|
43
$2.47K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-326- 5.71% |
$14.1K - $16.9K
|
5.39K
$309K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-420- 22.16% |
$18.1K - $21.7K
|
1.48K
$84.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-432- 14.03% |
$18.7K - $22.3K
|
2.65K
$152K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-439- 2.81% |
$19K - $22.7K
|
15.2K
$873K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-483- 9.63% |
$20.9K - $25K
|
4.54K
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-486- 1.27% |
$21K - $25.1K
|
37.7K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-500- 5.3% |
$21.6K - $25.9K
|
8.93K
$513K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-543- 0.59% |
$23.5K - $28.1K
|
91.6K
$5.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-553- 8.2% |
$23.9K - $28.6K
|
6.19K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-708- 14.45% |
$30.6K - $36.6K
|
4.19K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-818- 15.82% |
$35.3K - $42.3K
|
4.35K
$250K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-819- 15.21% |
$35.4K - $42.4K
|
4.57K
$262K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-853- 30.27% |
$36.9K - $44.1K
|
1.97K
$113K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.04K- 1.05% |
$44.8K - $53.6K
|
97.2K
$5.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.04K- 3.82% |
$45K - $53.8K
|
26.2K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.04K- 0.65% |
$45.1K - $53.9K
|
160K
$9.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.25K- 29.74% |
$54K - $64.6K
|
2.95K
$170K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.38K- 9.21% |
$59.7K - $71.5K
|
13.6K
$783K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.65K- 92.16% |
$71.1K - $85.1K
|
140
$8.04K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.26K- 9.97% |
$97.4K - $117K
|
20.4K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.41K- 35.47% |
$104K - $125K
|
4.38K
$252K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.85K- 24.9% |
$123K - $147K
|
8.6K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.89K- 10.5% |
$125K - $150K
|
24.6K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.98K- 0.94% |
$172K - $206K
|
419K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.06K- 99.41% |
$176K - $210K
|
24
$1.38K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.53K- 34.54% |
$196K - $234K
|
8.58K
$493K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4.9K- 11.67% |
$212K - $253K
|
37K
$2.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-5.16K- 28.35% |
$223K - $267K
|
13K
$749K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-5.31K- 27.14% |
$229K - $274K
|
14.2K
$818K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-5.8K- 1.3% |
$250K - $300K
|
441K
$25.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-6.71K- 12.38% |
$290K - $347K
|
47.5K
$2.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.57K- 7.84% |
$327K - $391K
|
89K
$5.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.24K- 20.07% |
$399K - $478K
|
36.8K
$2.11M
|