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 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-692- 1.31% |
$36.3K - $39.2K
|
52.3K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-757- 6.96% |
$39.7K - $42.8K
|
10.1K
$570K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.33K- 2.65% |
$69.9K - $75.4K
|
48.9K
$2.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.92K- 0.42% |
$101K - $109K
|
456K
$25.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.94K- 31.67% |
$102K - $110K
|
4.19K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.02K- 1.47% |
$106K - $114K
|
135K
$7.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.04K- 14.43% |
$107K - $116K
|
12.1K
$682K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.07K- 5.78% |
$109K - $117K
|
33.7K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.52K- 33.48% |
$132K - $142K
|
5K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.58K- 6.43% |
$135K - $146K
|
37.5K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.62K- 0.81% |
$190K - $205K
|
445K
$25.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.71K- 9.72% |
$195K - $210K
|
34.4K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-4.16K- 3.33% |
$218K - $235K
|
121K
$6.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.25K- 25.82% |
$223K - $241K
|
12.2K
$687K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.26K- 27.02% |
$276K - $298K
|
14.2K
$800K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.56K- 40.56% |
$292K - $314K
|
8.14K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-5.82K- 2.39% |
$305K - $329K
|
237K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.04K- 3.25% |
$317K - $342K
|
180K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.96K- 3.57% |
$365K - $394K
|
188K
$10.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-7.97K- 96.76% |
$418K - $451K
|
267
$15K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.11K- 15.44% |
$426K - $459K
|
44.4K
$2.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-8.71K- 32.89% |
$457K - $493K
|
17.8K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.4K- 14.11% |
$545K - $587K
|
63.2K
$3.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.3K- 7.65% |
$596K - $642K
|
137K
$7.71M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-13.4K- 17.28% |
$702K - $756K
|
64K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.7K- 37.24% |
$1.3M - $1.4M
|
41.6K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26.1K- 50.0% |
$1.37M - $1.48M
|
26.1K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-26.9K- 14.24% |
$1.41M - $1.52M
|
162K
$9.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-32.4K- 8.29% |
$1.7M - $1.83M
|
358K
$20.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-33K- 3.17% |
$1.73M - $1.87M
|
1.01M
$56.8M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-37.3K- 11.61% |
$1.96M - $2.11M
|
284K
$16M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44K- 89.4% |
$2.31M - $2.49M
|
5.21K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-74.6K- 43.28% |
$3.92M - $4.22M
|
97.8K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-88.6K- 85.28% |
$4.65M - $5.02M
|
15.3K
$861K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-108K- 88.6% |
$5.67M - $6.11M
|
13.9K
$782K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-114K- 27.89% |
$5.99M - $6.46M
|
295K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-137K- 37.03% |
$7.2M - $7.76M
|
233K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-204K- 71.03% |
$10.7M - $11.5M
|
83K
$4.67M
|