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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.22KNew |
$204K - $244K
|
4.22K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.14K+ 4.28% |
$201K - $239K
|
101K
$5.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.92KNew |
$190K - $226K
|
3.92K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.78KNew |
$183K - $218K
|
3.78K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.76KNew |
$182K - $217K
|
3.76K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 124.6% |
$179K - $213K
|
6.65K
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
3.65K+ 7.1% |
$177K - $211K
|
55.1K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.32K+ 1.28% |
$161K - $192K
|
262K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.94K+ 12.33% |
$142K - $170K
|
26.8K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.89K+ 11.25% |
$140K - $167K
|
28.6K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.74K+ 61.24% |
$133K - $158K
|
7.2K
$426K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
2.63K+ 6.34% |
$127K - $152K
|
44.2K
$2.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.52K+ 55.99% |
$122K - $146K
|
7.02K
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.18K+ 19.15% |
$106K - $126K
|
13.6K
$803K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.78K+ 19.6% |
$86K - $103K
|
10.8K
$642K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.52K+ 2.22% |
$73.5K - $87.7K
|
69.8K
$4.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 3.59% |
$69.5K - $82.9K
|
41.4K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.04K+ 4.07% |
$50.3K - $60K
|
26.6K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
983+ 1.01% |
$47.6K - $56.8K
|
98.4K
$5.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
983+ 15.45% |
$47.6K - $56.8K
|
7.35K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
907+ 2.21% |
$43.9K - $52.4K
|
42K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
787+ 0.57% |
$38.1K - $45.5K
|
139K
$8.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
728+ 8.86% |
$35.3K - $42.1K
|
8.94K
$529K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
653+ 2.64% |
$31.6K - $37.7K
|
25.4K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
581+ 4.08% |
$28.1K - $33.6K
|
14.8K
$878K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
453+ 3.48% |
$21.9K - $26.2K
|
13.5K
$798K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
435+ 68.83% |
$21.1K - $25.1K
|
1.07K
$63.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
369+ 2.09% |
$17.9K - $21.3K
|
18K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
364New |
$17.6K - $21K
|
364
$21.5K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
350New |
$17K - $20.2K
|
350
$20.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
300New |
$14.5K - $17.3K
|
300
$17.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
291+ 58.08% |
$14.1K - $16.8K
|
792
$46.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
272+ 1.48% |
$13.2K - $15.7K
|
18.7K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
238+ 9.03% |
$11.5K - $13.8K
|
2.88K
$170K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
199+ 0.83% |
$9.64K - $11.5K
|
24.3K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
196+ 29.65% |
$9.49K - $11.3K
|
857
$50.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
183New |
$8.86K - $10.6K
|
183
$10.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
164+ 4.13% |
$7.94K - $9.48K
|
4.13K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
121+ 0.84% |
$5.86K - $6.99K
|
14.5K
$859K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
114New |
$5.52K - $6.59K
|
114
$6.75K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
55+ 0.59% |
$2.66K - $3.18K
|
9.34K
$553K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
42+ 1.08% |
$2.03K - $2.43K
|
3.92K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
28+ 0.02% |
$1.36K - $1.62K
|
123K
$7.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23+ 0.67% |
$1.11K - $1.33K
|
3.44K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
17New |
$823 - $982
|
17
$1.01K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8+ 0.19% |
$387 - $462
|
4.29K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4+ 0.08% |
$194 - $231
|
4.96K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.04% |
$145 - $173
|
7.97K
$472K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.18% |
$48.4 - $57.8
|
559
$33.1K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$48.4 - $57.8
|
366K
$21.7M
|