Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$451K - $510K
|
10.5K
$589K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.32K+ 2486.13% |
$400K - $452K
|
9.7K
$543K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.42K+ 142.7% |
$361K - $408K
|
14.3K
$802K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.92K+ 31.04% |
$340K - $384K
|
33.4K
$1.87M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.6KNew |
$326K - $368K
|
7.6K
$425K
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
7.36KNew |
$316K - $357K
|
7.36K
$412K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.12K+ 247.29% |
$305K - $345K
|
10K
$560K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.82KNew |
$292K - $331K
|
6.82K
$382K
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6.78K+ 3.13% |
$291K - $329K
|
223K
$12.5M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.33KNew |
$272K - $307K
|
6.33K
$355K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.28K+ 0.53% |
$269K - $305K
|
1.19M
$66.6M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.19K+ 2.41% |
$265K - $300K
|
263K
$14.7M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.9K+ 56.41% |
$253K - $286K
|
16.4K
$917K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.88KNew |
$252K - $285K
|
5.88K
$330K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.74K+ 3.78% |
$246K - $278K
|
158K
$8.82M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.15KNew |
$221K - $250K
|
5.15K
$289K
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.97KNew |
$213K - $241K
|
4.97K
$279K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.93K+ 28.45% |
$211K - $239K
|
22.3K
$1.25M
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.83KNew |
$207K - $234K
|
4.83K
$270K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.64KNew |
$199K - $225K
|
4.64K
$260K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.49K+ 33.47% |
$192K - $217K
|
17.9K
$1M
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
4.33KNew |
$186K - $210K
|
4.33K
$243K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.07K+ 5.84% |
$174K - $197K
|
73.8K
$4.13M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.35K+ 42.33% |
$144K - $162K
|
11.3K
$631K
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
3.24K+ 6.03% |
$139K - $157K
|
57K
$3.19M
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.85K+ 6.01% |
$122K - $138K
|
50.3K
$2.82M
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2.85K+ 0.69% |
$122K - $138K
|
416K
$23.3M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.12K+ 4084.62% |
$91.1K - $103K
|
2.18K
$122K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.07K+ 17.21% |
$88.9K - $101K
|
14.1K
$791K
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.42K+ 1.4% |
$60.9K - $68.9K
|
103K
$5.75M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.36K+ 63.01% |
$58.4K - $66K
|
3.52K
$197K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.24K+ 11.38% |
$53K - $59.9K
|
12.1K
$678K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.13K+ 348.15% |
$48.4K - $54.7K
|
1.45K
$81.3K
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
933+ 6.72% |
$40K - $45.2K
|
14.8K
$830K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
782+ 57.58% |
$33.5K - $37.9K
|
2.14K
$120K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
749+ 9.23% |
$32.1K - $36.3K
|
8.86K
$496K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
634New |
$27.2K - $30.7K
|
634
$35.5K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
451+ 8.0% |
$19.3K - $21.9K
|
6.09K
$341K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
265+ 62.5% |
$11.4K - $12.8K
|
689
$38.6K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
243New |
$10.4K - $11.8K
|
243
$13.6K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
203+ 2.4% |
$8.7K - $9.84K
|
8.65K
$485K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
147New |
$6.3K - $7.13K
|
147
$8.23K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
122+ 2.16% |
$5.23K - $5.92K
|
5.77K
$323K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$5.1K - $5.77K
|
119
$6.67K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
111New |
$4.76K - $5.38K
|
111
$6.22K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
93New |
$3.99K - $4.51K
|
93
$5.21K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
53+ 0.98% |
$2.27K - $2.57K
|
5.48K
$307K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
49New |
$2.1K - $2.38K
|
49
$2.74K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
46New |
$1.97K - $2.23K
|
46
$2.58K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34New |
$1.46K - $1.65K
|
34
$1.9K
|