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
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.88K- 20.71% |
$91K - $109K
|
7.2K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.92K- 2.3% |
$93K - $111K
|
81.7K
$4.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.1K- 11.45% |
$102K - $121K
|
16.2K
$962K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.36K- 6.53% |
$114K - $136K
|
33.7K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.46K- 25.07% |
$119K - $142K
|
7.36K
$436K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.54K- 33.19% |
$123K - $147K
|
5.11K
$303K
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-2.87K- 35.27% |
$139K - $166K
|
5.27K
$312K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.03K- 32.0% |
$147K - $175K
|
6.44K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.15K- 23.37% |
$153K - $182K
|
10.3K
$611K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-3.49K- 18.68% |
$169K - $202K
|
15.2K
$899K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-3.54K- 1.32% |
$172K - $205K
|
264K
$15.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-3.66K- 2.3% |
$177K - $211K
|
156K
$9.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.79K- 51.05% |
$183K - $219K
|
3.63K
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.81K- 22.66% |
$184K - $220K
|
13K
$769K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-4.04K- 13.2% |
$196K - $233K
|
26.6K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.26K- 7.58% |
$206K - $246K
|
51.9K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.37K- 11.08% |
$211K - $252K
|
35K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-4.41K- 4.75% |
$214K - $255K
|
88.5K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-4.59K- 0.73% |
$222K - $265K
|
628K
$37.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.82K- 17.56% |
$234K - $279K
|
22.7K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.09K- 4.44% |
$247K - $294K
|
110K
$6.49M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-5.37K- 25.09% |
$260K - $310K
|
16K
$949K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.94K- 7.65% |
$287K - $343K
|
71.6K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-6.11K- 16.87% |
$296K - $353K
|
30.1K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-7.45K- 46.41% |
$361K - $430K
|
8.6K
$509K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.68K- 12.15% |
$372K - $443K
|
55.5K
$3.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-7.71K- 19.69% |
$373K - $445K
|
31.4K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.78K- 4.34% |
$425K - $507K
|
193K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-10.7K- 26.08% |
$518K - $618K
|
30.3K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11.9K- 29.81% |
$574K - $685K
|
27.9K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-12K- 12.25% |
$580K - $692K
|
85.8K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-12K- 65.52% |
$582K - $695K
|
6.33K
$375K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.4K- 27.79% |
$748K - $892K
|
40.1K
$2.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-16.2K- 6.87% |
$785K - $936K
|
220K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.3K- 1.62% |
$791K - $944K
|
990K
$58.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.8K- 39.15% |
$861K - $1.03M
|
27.6K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-18.5K- 59.52% |
$897K - $1.07M
|
12.6K
$746K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.6K- 18.05% |
$1.05M - $1.25M
|
98.2K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.4K- 13.18% |
$1.13M - $1.35M
|
154K
$9.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-24K- 50.65% |
$1.16M - $1.39M
|
23.4K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-26.3K- 50.36% |
$1.27M - $1.52M
|
25.9K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.2K- 15.71% |
$1.32M - $1.57M
|
146K
$8.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-29.1K- 31.25% |
$1.41M - $1.68M
|
63.9K
$3.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.5K- 88.73% |
$1.52M - $1.82M
|
4K
$237K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.5K- 88.73% |
$1.52M - $1.82M
|
4K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31.5K- 2.91% |
$1.53M - $1.82M
|
1.05M
$62.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.8K- 26.81% |
$1.68M - $2.01M
|
94.9K
$5.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-38.2K- 20.11% |
$1.85M - $2.21M
|
152K
$8.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-39.7K- 90.6% |
$1.92M - $2.29M
|
4.12K
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.7K- 7.79% |
$1.97M - $2.35M
|
481K
$28.5M
|