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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$48.4 - $57.8
|
8.05K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.11% |
$48.4 - $57.8
|
920
$54.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-15- 0.09% |
$726 - $867
|
17K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-17- 0.14% |
$823 - $982
|
11.8K
$698K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 0.99% |
$1.21K - $1.44K
|
2.49K
$148K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29- 1.36% |
$1.4K - $1.68K
|
2.1K
$124K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-34- 0.13% |
$1.65K - $1.96K
|
26.4K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 0.79% |
$2.42K - $2.89K
|
6.25K
$370K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58- 0.14% |
$2.81K - $3.35K
|
40.4K
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-62- 0.41% |
$3K - $3.58K
|
15K
$886K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-85- 4.6% |
$4.12K - $4.91K
|
1.76K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-96- 20.65% |
$4.65K - $5.55K
|
369
$21.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-157- 1.91% |
$7.6K - $9.07K
|
8.05K
$476K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-199- 4.74% |
$9.64K - $11.5K
|
4K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-210- 0.41% |
$10.2K - $12.1K
|
51.3K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-241- 0.75% |
$11.7K - $13.9K
|
31.7K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-250- 2.32% |
$12.1K - $14.4K
|
10.5K
$622K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-250- 3.68% |
$12.1K - $14.4K
|
6.54K
$387K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-352- 0.63% |
$17K - $20.3K
|
55.8K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-360- 7.72% |
$17.4K - $20.8K
|
4.31K
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-376- 6.9% |
$18.2K - $21.7K
|
5.07K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-380- 5.31% |
$18.4K - $22K
|
6.78K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-422- 9.66% |
$20.4K - $24.4K
|
3.95K
$234K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-441- 15.21% |
$21.4K - $25.5K
|
2.46K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-520- 16.69% |
$25.2K - $30K
|
2.6K
$154K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-523- 5.95% |
$25.3K - $30.2K
|
8.26K
$489K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-621- 1.87% |
$30.1K - $35.9K
|
32.5K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-657- 2.2% |
$31.8K - $38K
|
29.2K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-688- 14.54% |
$33.3K - $39.8K
|
4.05K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-693- 1.59% |
$33.6K - $40K
|
42.8K
$2.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-731- 0.97% |
$35.4K - $42.2K
|
74.5K
$4.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-803- 30.57% |
$38.9K - $46.4K
|
1.82K
$108K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-863- 14.4% |
$41.8K - $49.9K
|
5.13K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1K- 8.34% |
$48.4K - $57.8K
|
11K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1K- 3.57% |
$48.6K - $58K
|
27.1K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.02K- 7.17% |
$49.6K - $59.2K
|
13.3K
$785K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.04K- 5.03% |
$50.5K - $60.3K
|
19.7K
$1.17M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.15K- 21.88% |
$55.5K - $66.3K
|
4.1K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-1.28K- 10.05% |
$62.2K - $74.2K
|
11.5K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.3K- 14.5% |
$63.1K - $75.3K
|
7.68K
$455K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.43K- 23.09% |
$69.3K - $82.7K
|
4.77K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.52K- 11.34% |
$73.6K - $87.8K
|
11.9K
$703K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.56K- 2.55% |
$75.6K - $90.3K
|
59.6K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.61K- 9.2% |
$77.8K - $92.8K
|
15.9K
$939K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.65K- 20.95% |
$80K - $95.5K
|
6.23K
$369K
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.68K- 2.52% |
$81.1K - $96.8K
|
64.8K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.7K- 2.6% |
$82.4K - $98.3K
|
63.8K
$3.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-1.79K- 7.36% |
$86.8K - $104K
|
22.5K
$1.33M
|