Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
36.6KNew |
$2.1M - $2.21M
|
36.6K
$2.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
36.6K+ 16.3% |
$2.1M - $2.21M
|
261K
$15.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
11.9K+ 13.31% |
$685K - $722K
|
102K
$6.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.4K+ 70.22% |
$598K - $629K
|
25.2K
$1.49M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.25KNew |
$416K - $438K
|
7.25K
$429K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5.41K+ 0.91% |
$310K - $327K
|
598K
$35.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.32K+ 5.58% |
$191K - $201K
|
62.9K
$3.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.14K+ 1.54% |
$123K - $129K
|
142K
$8.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.65K+ 0.49% |
$94.7K - $99.7K
|
337K
$19.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.19K+ 0.45% |
$68.3K - $71.9K
|
263K
$15.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
606+ 7.6% |
$34.8K - $36.6K
|
8.58K
$508K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
478New |
$27.4K - $28.9K
|
478
$28.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
461+ 12.7% |
$26.5K - $27.9K
|
4.09K
$242K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
271+ 2.9% |
$15.6K - $16.4K
|
9.61K
$569K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
238+ 5.76% |
$13.7K - $14.4K
|
4.37K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
58+ 6.77% |
$3.33K - $3.51K
|
915
$54.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
35+ 1.22% |
$2.01K - $2.12K
|
2.91K
$172K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
18+ 0.04% |
$1.03K - $1.09K
|
42K
$2.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7+ 0.16% |
$402 - $423
|
4.29K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$57.4 - $60.5
|
6.65K
$394K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-24- 0.47% |
$1.38K - $1.45K
|
5.05K
$299K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-71- 0.6% |
$4.08K - $4.29K
|
11.8K
$699K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-105- 1.17% |
$6.03K - $6.35K
|
8.84K
$523K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-126- 1.76% |
$7.23K - $7.62K
|
7.03K
$416K
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-186- 3.53% |
$10.7K - $11.2K
|
5.08K
$301K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-248- 1.97% |
$14.2K - $15K
|
12.3K
$731K
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-420- 7.06% |
$24.1K - $25.4K
|
5.53K
$327K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-422- 7.22% |
$24.2K - $25.5K
|
5.42K
$321K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-675- 0.28% |
$38.8K - $40.8K
|
244K
$14.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-737- 1.33% |
$42.3K - $44.6K
|
54.8K
$3.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-850- 0.44% |
$48.8K - $51.4K
|
193K
$11.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-910- 49.89% |
$52.2K - $55K
|
914
$54.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-924- 5.69% |
$53K - $55.9K
|
15.3K
$907K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.17K- 0.26% |
$67.3K - $70.8K
|
449K
$26.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-1.41K- 16.37% |
$80.8K - $85.1K
|
7.2K
$426K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-3.39K- 10.41% |
$195K - $205K
|
29.2K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.47K- 15.31% |
$199K - $210K
|
19.2K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.56K- 19.03% |
$204K - $215K
|
15.2K
$897K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7.8K- 23.12% |
$448K - $471K
|
25.9K
$1.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-9.63K- 34.48% |
$553K - $582K
|
18.3K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12K- 43.54% |
$690K - $727K
|
15.6K
$923K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20.6K- 2.45% |
$1.18M - $1.24M
|
818K
$48.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22K- 15.12% |
$1.27M - $1.33M
|
124K
$7.33M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-31.1K- 20.29% |
$1.78M - $1.88M
|
122K
$7.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-34.2K- 3.92% |
$1.97M - $2.07M
|
839K
$49.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-35.1K- 7.81% |
$2.02M - $2.12M
|
414K
$24.5M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-63.6K- 58.02% |
$3.65M - $3.85M
|
46.1K
$2.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-71K- 7.1% |
$4.07M - $4.29M
|
928K
$54.9M
|