Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
95.5K+ 19.22% |
$4.62M - $5.52M
|
592K
$34.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
69KNew |
$3.34M - $3.99M
|
69K
$4.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
30.5K+ 125.49% |
$1.48M - $1.76M
|
54.9K
$3.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
24.8K+ 87.07% |
$1.2M - $1.43M
|
53.3K
$3.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
24.2K+ 78.35% |
$1.17M - $1.4M
|
55K
$3.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
12.1K+ 1.23% |
$588K - $701K
|
999K
$58.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
10.6K+ 3.03% |
$513K - $612K
|
361K
$21M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.73K+ 8.11% |
$326K - $389K
|
89.7K
$5.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.82K+ 27.95% |
$282K - $336K
|
26.7K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.35K+ 1.62% |
$259K - $309K
|
335K
$19.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.49KNew |
$218K - $260K
|
4.49K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 124.6% |
$179K - $213K
|
6.65K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.32K+ 1.28% |
$161K - $192K
|
262K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.74K+ 61.24% |
$133K - $158K
|
7.2K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
983+ 1.01% |
$47.6K - $56.8K
|
98.4K
$5.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
907+ 2.21% |
$43.9K - $52.4K
|
42K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
787+ 0.57% |
$38.1K - $45.5K
|
139K
$8.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
581+ 4.08% |
$28.1K - $33.6K
|
14.8K
$862K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
272+ 1.48% |
$13.2K - $15.7K
|
18.7K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
183New |
$8.86K - $10.6K
|
183
$10.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
121+ 0.84% |
$5.86K - $6.99K
|
14.5K
$844K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
55+ 0.59% |
$2.66K - $3.18K
|
9.34K
$543K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8+ 0.19% |
$387 - $462
|
4.29K
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4+ 0.08% |
$194 - $231
|
4.96K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.04% |
$145 - $173
|
7.97K
$463K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-250- 3.68% |
$12.1K - $14.4K
|
6.54K
$380K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-376- 6.9% |
$18.2K - $21.7K
|
5.07K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-621- 1.87% |
$30.1K - $35.9K
|
32.5K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-693- 1.59% |
$33.6K - $40K
|
42.8K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.04K- 5.03% |
$50.5K - $60.3K
|
19.7K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.52K- 11.34% |
$73.6K - $87.8K
|
11.9K
$691K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.36K- 6.53% |
$114K - $136K
|
33.7K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-3.54K- 1.32% |
$172K - $205K
|
264K
$15.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.79K- 51.05% |
$183K - $219K
|
3.63K
$211K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.81K- 22.66% |
$184K - $220K
|
13K
$755K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.09K- 4.44% |
$247K - $294K
|
110K
$6.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-7.45K- 46.41% |
$361K - $430K
|
8.6K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.68K- 12.15% |
$372K - $443K
|
55.5K
$3.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-7.71K- 19.69% |
$373K - $445K
|
31.4K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.78K- 4.34% |
$425K - $507K
|
193K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11.9K- 29.81% |
$574K - $685K
|
27.9K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-16.2K- 6.87% |
$785K - $936K
|
220K
$12.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31.5K- 2.91% |
$1.53M - $1.82M
|
1.05M
$61.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-38.2K- 20.11% |
$1.85M - $2.21M
|
152K
$8.84M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-55.1K- 90.41% |
$2.67M - $3.18M
|
5.84K
$340K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-91.1K- 31.51% |
$4.41M - $5.26M
|
198K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-157K- 51.79% |
$7.61M - $9.08M
|
146K
$8.51M
|