Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
59.5K+ 15.32% |
$2.17M - $2.48M
|
448K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
35.3KNew |
$1.29M - $1.47M
|
35.3K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.5K+ 332.17% |
$1.26M - $1.44M
|
44.9K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.4KNew |
$1.15M - $1.31M
|
31.4K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
30.2K+ 164.3% |
$1.1M - $1.26M
|
48.6K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
21.3KNew |
$776K - $886K
|
21.3K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.1K+ 311.9% |
$440K - $503K
|
16K
$633K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.46KNew |
$308K - $352K
|
8.46K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.13K+ 176.73% |
$151K - $172K
|
6.47K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.92KNew |
$143K - $163K
|
3.92K
$155K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.49K+ 14.3% |
$127K - $145K
|
27.9K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.06K+ 0.18% |
$111K - $127K
|
1.68M
$66.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.67K+ 43.01% |
$97.1K - $111K
|
8.87K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.92K+ 13.48% |
$69.9K - $79.8K
|
16.2K
$640K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.79K+ 19.72% |
$65.2K - $74.5K
|
10.9K
$431K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.34K+ 4.37% |
$48.9K - $55.8K
|
32.1K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.32K+ 6.71% |
$48.1K - $54.9K
|
21K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
861New |
$31.4K - $35.8K
|
861
$34.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
524New |
$19.1K - $21.8K
|
524
$20.8K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
235New |
$8.56K - $9.78K
|
235
$9.31K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
108New |
$3.93K - $4.49K
|
108
$4.28K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78+ 0.46% |
$2.84K - $3.25K
|
17.2K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
12+ 0.08% |
$437 - $499
|
15.1K
$598K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 4.26% |
$291 - $333
|
180
$7.13K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25- 0.26% |
$911 - $1.04K
|
9.75K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47- 0.08% |
$1.71K - $1.96K
|
62.1K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-135- 0.08% |
$4.92K - $5.62K
|
162K
$6.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-158- 0.54% |
$5.76K - $6.57K
|
29K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-193- 32.49% |
$7.03K - $8.03K
|
401
$15.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-217- 95.59% |
$7.91K - $9.03K
|
10
$396
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-325- 2.1% |
$11.8K - $13.5K
|
15.1K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-333- 0.97% |
$12.1K - $13.9K
|
33.9K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-348- 4.15% |
$12.7K - $14.5K
|
8.04K
$319K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-663- 5.16% |
$24.2K - $27.6K
|
12.2K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-678- 4.64% |
$24.7K - $28.2K
|
13.9K
$553K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-695- 34.89% |
$25.3K - $28.9K
|
1.3K
$51.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-896- 7.12% |
$32.6K - $37.3K
|
11.7K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 10.94% |
$42.2K - $48.2K
|
9.43K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.25KClosed |
$45.5K - $52K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.46K- 8.89% |
$53K - $60.6K
|
14.9K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.67K- 30.07% |
$97.1K - $111K
|
6.2K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-2.95K- 9.25% |
$108K - $123K
|
29K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-4.68K- 2.89% |
$170K - $195K
|
157K
$6.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-6.31K- 50.22% |
$230K - $262K
|
6.25K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.85K- 5.69% |
$286K - $326K
|
130K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.4K- 33.21% |
$306K - $349K
|
16.9K
$669K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.18K- 1.7% |
$335K - $382K
|
530K
$21M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-21.1K- 4.99% |
$768K - $878K
|
402K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.9K- 55.16% |
$907K - $1.04M
|
20.2K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.6K- 73.97% |
$1.26M - $1.44M
|
12.2K
$483K
|