Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
450KNew |
$16.8M - $19.1M
|
450K
$18.1M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104K+ 32.96% |
$3.89M - $4.42M
|
420K
$16.9M
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
98.3K+ 122.88% |
$3.67M - $4.18M
|
178K
$7.17M
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
74.1K+ 17196.98% |
$2.77M - $3.15M
|
74.6K
$3M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59.6K+ 36.58% |
$2.22M - $2.53M
|
222K
$8.94M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57KNew |
$2.13M - $2.42M
|
57K
$2.29M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.4K+ 39.66% |
$688K - $782K
|
64.9K
$2.61M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15.3K+ 41.28% |
$572K - $651K
|
52.5K
$2.11M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9KNew |
$520K - $591K
|
13.9K
$559K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.5K+ 70.93% |
$504K - $573K
|
32.5K
$1.31M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
11.7K+ 19.03% |
$436K - $496K
|
73K
$2.94M
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.37KNew |
$275K - $313K
|
7.37K
$296K
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
6.61K+ 65.03% |
$247K - $281K
|
16.8K
$674K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.52K+ 52.88% |
$131K - $149K
|
10.2K
$408K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.96KNew |
$111K - $126K
|
2.96K
$119K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
990New |
$37K - $42.1K
|
990
$39.8K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
491+ 5.5% |
$18.3K - $20.9K
|
9.41K
$378K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
189+ 0.44% |
$7.06K - $8.03K
|
43.3K
$1.74M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
84New |
$3.14K - $3.57K
|
84
$3.38K
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22- 1.63% |
$821 - $935
|
1.33K
$53.5K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-54Closed |
$2.02K - $2.29K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.72KClosed |
$64K - $72.9K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.85KClosed |
$106K - $121K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-3.6K- 14.69% |
$134K - $153K
|
20.9K
$839K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.64K- 33.4% |
$136K - $155K
|
7.27K
$292K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.25KClosed |
$159K - $181K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-5KClosed |
$187K - $212K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-5.08K- 15.25% |
$190K - $216K
|
28.2K
$1.13M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.36KClosed |
$238K - $270K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.2KClosed |
$679K - $772K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.1K- 91.2% |
$826K - $940K
|
2.13K
$85.8K
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-27.3KClosed |
$1.02M - $1.16M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-37.5K- 3.0% |
$1.4M - $1.59M
|
1.21M
$48.8M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.9K- 13.29% |
$1.41M - $1.61M
|
247K
$9.93M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-42.2K- 88.48% |
$1.58M - $1.79M
|
5.5K
$221K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111K- 78.0% |
$4.16M - $4.73M
|
31.4K
$1.26M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-690K- 67.67% |
$25.8M - $29.3M
|
330K
$13.2M
|