Institutional Ownership Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,719,128
shares
|
$70.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
915,347
shares
|
$37.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
866,963
shares
|
$35.6 Million
0.51% of portfolio
|
Q2 2023
Added 4.64%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
553,518
shares
|
$22.7 Million
11.01% of portfolio
|
Q2 2024
Added 6.36%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
422,710
shares
|
$17.4 Million
0.29% of portfolio
|
Q4 2024
Reduced 35.2%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
357,101
shares
|
$14.7 Million
0.14% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,578
shares
|
$8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
140,666
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$5.52 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$5.52 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
92,414
shares
|
$3.8 Million
0.68% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
87,602
shares
|
$3.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
62,064
shares
|
$2.55 Million
0.09% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
55,965
shares
|
$2.3 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
36,960
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 142.36%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
34,195
shares
|
$1.41 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
31,935
shares
|
$1.31 Million
0.62% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
31,621
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
29,834
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
29,352
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 35.91%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
26,352
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
20,607
shares
|
$846,741
0.02% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,225
shares
|
$707,775
0.03% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,211
shares
|
$707,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
16,986
shares
|
$697,954
0.0% of portfolio
|
Q3 2024
Reduced 16.95%
|