Avantax Advisory Services, Inc. Invesco Exchange Traded Self I Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 87,716 shares of OMFS stock, worth $3.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

87,716

Previous 87,602 0.13%

Holding current value

$3.25 Million

Previous $3.46 Million 0.17%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$38.83 - $43.9 $4,426 - $5,004	114 Added 0.13%	87,716 $3.47 Million
Q3 2024 Nov 13, 2024	SELL	$35.01 - $39.74 $57,941 - $65,769	-1,655 Reduced 1.85%	87,602 $3.46 Million
Q2 2024 Aug 09, 2024	BUY	$34.46 - $37.83 $6,409 - $7,036	186 Added 0.21%	89,257 $3.24 Million
Q1 2024 May 08, 2024	BUY	$35.5 - $38.56 $963,399 - $1.05 Million	27,138 Added 43.82%	89,071 $3.36 Million
Q4 2023 Feb 07, 2024	BUY	$31.78 - $39.65 $1.02 Million - $1.27 Million	32,104 Added 107.63%	61,933 $2.4 Million
Q3 2023 Nov 07, 2023	BUY	$33.5 - $38.23 $95,977 - $109,528	2,865 Added 10.63%	29,829 $1.01 Million
Q2 2023 Aug 11, 2023	BUY	$33.36 - $36.44 $70,356 - $76,851	2,109 Added 8.49%	26,964 $976,000
Q1 2023 Apr 28, 2023	BUY	$33.72 - $38.79 $416,779 - $479,444	12,360 Added 98.92%	24,855 $873,000
Q4 2022 Feb 13, 2023	BUY	$32.36 - $36.86 $183,869 - $209,438	5,682 Added 83.4%	12,495 $427,000
Q3 2022 Nov 01, 2022	SELL	$31.6 - $37.7 $6,004 - $7,163	-190 Reduced 2.71%	6,813 $215,000
Q2 2022 Aug 02, 2022	BUY	$32.72 - $39.88 $49,309 - $60,099	1,507 Added 27.42%	7,003 $233,000
Q1 2022 Apr 27, 2022	SELL	$37.34 - $42.48 $1.58 Million - $1.79 Million	-42,206 Reduced 88.48%	5,496 $213,000
Q4 2021 Jan 24, 2022	BUY	$40.01 - $45.36 $69,857 - $79,198	1,746 Added 3.8%	47,702 $2.01 Million
Q3 2021 Oct 21, 2021	BUY	$37.4 - $41.74 $180,417 - $201,353	4,824 Added 11.73%	45,956 $1.82 Million
Q2 2021 Jul 29, 2021	BUY	$38.01 - $42.22 $131,248 - $145,785	3,453 Added 9.16%	41,132 $1.71 Million
Q1 2021 May 13, 2021	SELL	$32.51 - $41.69 $50,000 - $64,119	-1,538 Reduced 3.92%	37,679 $1.49 Million
Q4 2020 Jan 22, 2021	SELL	$24.05 - $33.12 $372,582 - $513,095	-15,492 Reduced 28.32%	39,217 $1.29 Million
Q3 2020 Oct 14, 2020	BUY	$20.99 - $25.66 $496,980 - $607,551	23,677 Added 76.3%	54,709 $1.3 Million
Q2 2020 Aug 06, 2020	BUY	$17.96 - $25.8 $42,349 - $60,836	2,358 Added 8.22%	31,032 $711,000
Q1 2020 Apr 30, 2020	BUY	$16.66 - $29.07 $122,317 - $213,431	7,342 Added 34.42%	28,674 $553,000
Q4 2019 Feb 14, 2020	BUY	$25.83 - $29.24 $138,009 - $156,229	5,343 Added 33.42%	21,332 $622,000
Q3 2019 Nov 08, 2019	BUY	$25.11 - $28.3 $401,483 - $452,488	15,989 New	15,989 $432,000

Others Institutions Holding OMFS

# of Institutions

Shares Held

6.23M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED SELF-I

Ticker OMFS
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Avantax Advisory Services, Inc. Invesco Exchange Traded Self I Transaction History