Purchases and Sales Made in Q1 2025 in Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EX TR SELF INDX FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
59.4K+ 11.47% |
$1.38M - $1.53M
|
577K
$14.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.6K+ 37.92% |
$876K - $969K
|
137K
$3.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.2KNew |
$470K - $520K
|
20.2K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.33K+ 12.11% |
$171K - $189K
|
67.9K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.94K+ 28.18% |
$68.4K - $75.6K
|
13.4K
$344K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.71K+ 19.95% |
$63.1K - $69.7K
|
16.3K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.25K+ 11.54% |
$29.2K - $32.3K
|
12.1K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 7.59% |
$11.7K - $12.9K
|
7.09K
$183K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
106+ 0.4% |
$2.47K - $2.73K
|
26.6K
$684K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
101New |
$2.35K - $2.6K
|
101
$2.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 4.29% |
$280 - $309
|
268
$6.9K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-246- 9.57% |
$5.73K - $6.34K
|
2.33K
$59.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-803- 98.17% |
$18.7K - $20.7K
|
15
$386
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-932- 0.79% |
$21.7K - $24K
|
117K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.26K- 27.41% |
$29.4K - $32.5K
|
3.34K
$86K
|