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 68 institutions that hold shares in the stock, with a total of 6.02 Million shares, which have been reported (via 13F filing form) to have a value of $244 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
960
shares
|
$38,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
715
shares
|
$29,000
0.0% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
689
shares
|
$27,945
0.0% of portfolio
|
Q2 2025
Added 31.49%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
383
shares
|
$15,534
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
235
shares
|
$9,531
0.0% of portfolio
|
Q2 2025
Added 1050.64%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
214
shares
|
$8,679
0.0% of portfolio
|
Q2 2025
Reduced 97.66%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
209
shares
|
$8,477
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
180
shares
|
$7,300
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$6,084
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
135
shares
|
$5,475
0.0% of portfolio
|
Q2 2025
Reduced 89.59%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
102
shares
|
$4,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
50
shares
|
$2,028
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
28
shares
|
$1,135
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
26
shares
|
$1,054
0.0% of portfolio
|
Q3 2024
Reduced 93.26%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
19
shares
|
$770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
13
shares
|
$527
0.0% of portfolio
|
Q4 2024
Reduced 90.51%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1
shares
|
$40
0.0% of portfolio
|
Q2 2025
Reduced 99.07%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|