Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q1 2025. 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 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.58K+ 1.15% |
$82.5K - $90.8K
|
139K
$8.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.48K+ 12.8% |
$77.2K - $85K
|
13K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.46K+ 0.7% |
$76.1K - $83.8K
|
211K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.42K+ 35.41% |
$74.3K - $81.8K
|
5.45K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 5.08% |
$70.9K - $78.1K
|
28.1K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.33KNew |
$69.6K - $76.6K
|
1.33K
$79K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.3K+ 505.43% |
$68.1K - $74.9K
|
1.56K
$92.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
879+ 10.46% |
$45.9K - $50.5K
|
9.28K
$550K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
839+ 10.3% |
$43.8K - $48.2K
|
8.99K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
812+ 3.28% |
$42.4K - $46.6K
|
25.5K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
806+ 1.59% |
$42.1K - $46.3K
|
51.4K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
581+ 2.79% |
$30.3K - $33.4K
|
21.4K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
545+ 10.09% |
$28.4K - $31.3K
|
5.95K
$352K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
543+ 23.04% |
$28.3K - $31.2K
|
2.9K
$172K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
529+ 20.45% |
$27.6K - $30.4K
|
3.12K
$184K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
501New |
$26.1K - $28.8K
|
501
$29.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
477+ 2.81% |
$24.9K - $27.4K
|
17.5K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
455+ 1.5% |
$23.7K - $26.1K
|
30.8K
$1.83M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
376+ 7.42% |
$19.6K - $21.6K
|
5.45K
$322K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
350+ 2.49% |
$18.3K - $20.1K
|
14.4K
$852K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
287New |
$15K - $16.5K
|
287
$17K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
252New |
$13.2K - $14.5K
|
252
$14.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
153+ 0.72% |
$7.99K - $8.79K
|
21.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
150New |
$7.83K - $8.62K
|
150
$8.88K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
141New |
$7.36K - $8.1K
|
141
$8.35K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
136New |
$7.1K - $7.81K
|
136
$8.05K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
129+ 29.93% |
$6.73K - $7.41K
|
560
$33.2K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
121+ 23.68% |
$6.31K - $6.95K
|
632
$37.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
96+ 26.02% |
$5.01K - $5.52K
|
465
$27.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
88New |
$4.59K - $5.06K
|
88
$5.21K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
78New |
$4.07K - $4.48K
|
78
$4.62K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
73+ 0.4% |
$3.81K - $4.19K
|
18.4K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$3.55K - $3.91K
|
68
$4.03K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
58+ 9.62% |
$3.03K - $3.33K
|
661
$39.1K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
52+ 0.22% |
$2.71K - $2.99K
|
24.1K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.02% |
$783 - $862
|
63.2K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10+ 0.23% |
$522 - $575
|
4.28K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
5+ 0.19% |
$261 - $287
|
2.64K
$156K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.36% |
$104 - $115
|
558
$33K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.11% |
$52.2 - $57.5
|
882
$52.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-3- 0.05% |
$157 - $172
|
6.41K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-7- 0.01% |
$365 - $402
|
52.3K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-10- 0.12% |
$522 - $575
|
8.2K
$486K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 4.12% |
$574 - $632
|
256
$15.2K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-16Closed |
$835 - $919
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 0.55% |
$992 - $1.09K
|
3.42K
$203K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-46- 0.06% |
$2.4K - $2.64K
|
83K
$4.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-76- 50.0% |
$3.97K - $4.37K
|
76
$4.5K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-89- 1.67% |
$4.64K - $5.11K
|
5.24K
$310K
|