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 67 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
3,172
shares
|
$138,330
0.04% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,070
shares
|
$90,272
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,249
shares
|
$54,468
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$43,610
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
915
shares
|
$39,903
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
875
shares
|
$38,158
0.0% of portfolio
|
Q4 2023
Reduced 38.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
715
shares
|
$31,181
0.0% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
500
shares
|
$21,805
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
201
shares
|
$8,765
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$6,541
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
137
shares
|
$5,974
0.0% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
123
shares
|
$5,364
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
104
shares
|
$4,535
0.0% of portfolio
|
Q3 2024
Reduced 93.19%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
102
shares
|
$4,448
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$2,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
28
shares
|
$1,221
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
26
shares
|
$1,133
0.0% of portfolio
|
Q3 2024
Reduced 93.26%
|