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 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-42.4K- 14.77% |
$2.05M - $2.45M
|
245K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-42.7K- 4.69% |
$2.07M - $2.47M
|
868K
$51.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.5K- 1.01% |
$2.4M - $2.86M
|
4.88M
$289M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-55.1K- 90.41% |
$2.67M - $3.18M
|
5.84K
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-57K- 6.12% |
$2.76M - $3.29M
|
873K
$51.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-59.1K- 13.43% |
$2.86M - $3.42M
|
381K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77.1K- 36.02% |
$3.73M - $4.45M
|
137K
$8.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-82.9K- 2.94% |
$4.02M - $4.79M
|
2.74M
$162M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-91.1K- 31.51% |
$4.41M - $5.26M
|
198K
$11.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111K- 24.74% |
$5.36M - $6.4M
|
337K
$19.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-112K- 42.24% |
$5.42M - $6.47M
|
153K
$9.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-144K- 48.52% |
$6.96M - $8.3M
|
152K
$9.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-155K- 97.72% |
$7.53M - $8.98M
|
3.63K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-157K- 51.79% |
$7.61M - $9.08M
|
146K
$8.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-306K- 25.1% |
$14.8M - $17.7M
|
912K
$54M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-357K- 57.42% |
$17.3M - $20.6M
|
265K
$15.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-969K- 98.82% |
$46.9M - $56M
|
11.5K
$682K
|