Latest Institutional Transactions on Invesco Exchange Traded Self I (OMFL)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17+ 2.9% |
$810 - $901
|
603
$33.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-185K- 94.45% |
$8.81M - $9.8M
|
10.9K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
537New |
$25.6K - $28.5K
|
537
$29.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$191 - $212
|
2.58K
$144K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 16.4% |
$53.4K - $59.4K
|
5.71K
$318K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-504- 3.44% |
$24K - $26.7K
|
14.2K
$788K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-311K- 88.69% |
$14.8M - $16.5M
|
39.6K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-71.6K- 10.99% |
$3.41M - $3.8M
|
581K
$32.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-330K- 35.74% |
$15.7M - $17.5M
|
593K
$33M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.36% |
$95.3 - $106
|
556
$30.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-495- 8.4% |
$23.6K - $26.2K
|
5.4K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.8K+ 162.18% |
$707K - $786K
|
24K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26.7K- 86.73% |
$1.27M - $1.41M
|
4.08K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.2% |
$238 - $265
|
2.57K
$143K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-43.9K- 51.84% |
$2.09M - $2.33M
|
40.8K
$2.27M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.95K+ 2.91% |
$92.9K - $103K
|
68.9K
$3.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-93.2K- 87.76% |
$4.44M - $4.94M
|
13K
$723K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.4K+ 101.67% |
$1.21M - $1.35M
|
50.4K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35- 4.19% |
$1.67K - $1.85K
|
800
$44.5K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-407- 6.14% |
$19.4K - $21.6K
|
6.22K
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
888+ 2.42% |
$42.3K - $47.1K
|
37.5K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.04K+ 2.82% |
$49.3K - $54.8K
|
37.7K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.06K- 2.07% |
$50.6K - $56.3K
|
50.2K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
23.2KNew |
$1.11M - $1.23M
|
23.2K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
62.9K+ 58.52% |
$3M - $3.33M
|
170K
$9.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
53KNew |
$2.52M - $2.81M
|
53K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24.2K- 49.55% |
$1.15M - $1.28M
|
24.6K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-349K- 84.05% |
$16.7M - $18.5M
|
66.3K
$3.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.8K- 55.42% |
$1.18M - $1.32M
|
20K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-7.4K- 16.25% |
$353K - $392K
|
38.1K
$2.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-45.9K- 53.42% |
$2.19M - $2.43M
|
40K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-12.2K- 43.73% |
$580K - $646K
|
15.7K
$872K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
693+ 7.43% |
$33K - $36.7K
|
10K
$557K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-134- 3.35% |
$6.39K - $7.1K
|
3.87K
$215K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-298- 3.18% |
$14.2K - $15.8K
|
9.07K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
219+ 0.18% |
$10.4K - $11.6K
|
122K
$6.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-9.86K- 56.73% |
$470K - $522K
|
7.52K
$418K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-28K- 12.89% |
$1.33M - $1.48M
|
189K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.79K- 28.26% |
$85.4K - $95K
|
4.55K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-57.8K- 20.57% |
$2.76M - $3.06M
|
223K
$12.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.3K- 45.33% |
$585K - $650K
|
14.8K
$823K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.16K- 1.42% |
$246K - $274K
|
358K
$19.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-8.26K- 8.37% |
$393K - $437K
|
90.4K
$5.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
863+ 2.14% |
$41.1K - $45.7K
|
41.3K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-26.4K- 3.23% |
$1.26M - $1.4M
|
791K
$44M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-6.99K- 39.17% |
$333K - $371K
|
10.9K
$604K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.9K+ 3.07% |
$661K - $736K
|
466K
$25.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27K- 28.33% |
$1.29M - $1.43M
|
68.3K
$3.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-96.7K- 55.29% |
$4.61M - $5.12M
|
78.2K
$4.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
413+ 0.4% |
$19.7K - $21.9K
|
104K
$5.78M
|