Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
129K+ 219.01% |
$3.02M - $3.28M
|
187K
$4.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
118KNew |
$2.77M - $3.01M
|
118K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.7K+ 25.54% |
$250K - $272K
|
52.4K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
10.4K+ 2.05% |
$244K - $265K
|
518K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.95K+ 1.71% |
$69.2K - $75.2K
|
176K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.22K+ 90.87% |
$28.7K - $31.2K
|
2.57K
$62.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
295New |
$6.93K - $7.52K
|
295
$7.17K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-340- 1.27% |
$7.98K - $8.67K
|
26.4K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-955- 1.65% |
$22.4K - $24.3K
|
57.1K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-8.29K- 42.84% |
$195K - $211K
|
11.1K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-8.39K- 96.77% |
$197K - $214K
|
280
$6.81K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-20K- 96.07% |
$469K - $509K
|
818
$19.9K
|