Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
104K+ 46.71% |
$5.48M - $5.9M
|
328K
$18.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
89.7KNew |
$4.71M - $5.07M
|
89.7K
$5.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.6K+ 6.35% |
$2.03M - $2.18M
|
647K
$36.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
32.7K+ 3.44% |
$1.72M - $1.85M
|
984K
$55.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.7KNew |
$1.51M - $1.63M
|
28.7K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
25.2K+ 11.87% |
$1.32M - $1.42M
|
237K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
20.1KNew |
$1.05M - $1.14M
|
20.1K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
18.9K+ 0.33% |
$990K - $1.07M
|
5.69M
$320M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
15.7K+ 2.93% |
$826K - $891K
|
553K
$31.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.1K+ 21.73% |
$687K - $740K
|
73.3K
$4.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.5K+ 60.8% |
$603K - $650K
|
30.4K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.63KNew |
$453K - $488K
|
8.63K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.99K+ 36.89% |
$367K - $395K
|
25.9K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.79KNew |
$251K - $271K
|
4.79K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.77K+ 16.21% |
$251K - $270K
|
34.2K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.7K+ 104.16% |
$247K - $266K
|
9.22K
$519K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
4.59K+ 101.89% |
$241K - $259K
|
9.09K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.3KNew |
$226K - $243K
|
4.3K
$242K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.12KNew |
$216K - $233K
|
4.12K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$215K - $232K
|
4.09K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.32KNew |
$69.3K - $74.7K
|
1.32K
$74.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.27K+ 18.17% |
$66.9K - $72.1K
|
8.29K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.15K+ 0.39% |
$60.5K - $65.2K
|
295K
$16.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
864+ 4.71% |
$45.4K - $48.9K
|
19.2K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
803+ 3.92% |
$42.1K - $45.4K
|
21.3K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
765+ 0.32% |
$40.2K - $43.3K
|
242K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
695+ 6.4% |
$36.5K - $39.3K
|
11.6K
$650K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
652+ 0.05% |
$34.2K - $36.9K
|
1.23M
$69.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
504New |
$26.5K - $28.5K
|
504
$28.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
400New |
$21K - $22.6K
|
400
$22.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
328+ 4.16% |
$17.2K - $18.6K
|
8.21K
$462K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
317New |
$16.6K - $17.9K
|
317
$17.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
223New |
$11.7K - $12.6K
|
223
$12.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.16% |
$1.21K - $1.3K
|
14.2K
$801K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8New |
$420 - $453
|
8
$450
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6+ 0.14% |
$315 - $339
|
4.27K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$105 - $113
|
8.15K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.08% |
$105 - $113
|
2.47K
$139K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$105 - $113
|
4.88K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.11% |
$52.5 - $56.6
|
919
$51.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 26.32% |
$525 - $566
|
28
$1.58K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 0.66% |
$577 - $622
|
1.65K
$92.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-61- 0.15% |
$3.2K - $3.45K
|
41.2K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-112- 2.47% |
$5.88K - $6.34K
|
4.42K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-123- 0.48% |
$6.46K - $6.96K
|
25.7K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-240- 0.89% |
$12.6K - $13.6K
|
26.8K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-241- 4.71% |
$12.7K - $13.6K
|
4.87K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 2.0% |
$21K - $22.6K
|
19.6K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-582- 12.64% |
$30.5K - $32.9K
|
4.02K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-665- 7.5% |
$34.9K - $37.6K
|
8.2K
$462K
|