Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
162KNew |
$6.3M - $7.12M
|
162K
$6.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
162KNew |
$6.3M - $7.12M
|
162K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.3K+ 359.24% |
$1.37M - $1.55M
|
45.1K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
31.1K+ 8.72% |
$1.21M - $1.37M
|
388K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
29.1KNew |
$1.13M - $1.28M
|
29.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2K+ 68.18% |
$979K - $1.11M
|
62.2K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
15.1KNew |
$585K - $662K
|
15.1K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.8KNew |
$575K - $650K
|
14.8K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.55K+ 76.88% |
$332K - $375K
|
19.7K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.25K+ 13.92% |
$87.3K - $98.7K
|
18.4K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.22K+ 1800.81% |
$86K - $97.2K
|
2.34K
$92K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
881+ 2.95% |
$34.2K - $38.7K
|
30.7K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
436+ 5.04% |
$16.9K - $19.1K
|
9.08K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
152+ 1.22% |
$5.9K - $6.67K
|
12.6K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
114+ 0.13% |
$4.43K - $5K
|
87.7K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
89New |
$3.46K - $3.91K
|
89
$3.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19New |
$738 - $834
|
19
$748
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14New |
$544 - $615
|
14
$551
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-58- 0.45% |
$2.25K - $2.55K
|
12.8K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-90- 1.27% |
$3.49K - $3.95K
|
7.02K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109- 1.1% |
$4.23K - $4.79K
|
9.77K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-124- 90.51% |
$4.81K - $5.44K
|
13
$512
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-214- 0.62% |
$8.31K - $9.39K
|
34.2K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-321- 35.08% |
$12.5K - $14.1K
|
594
$23.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-324- 2.97% |
$12.6K - $14.2K
|
10.6K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-613- 3.61% |
$23.8K - $26.9K
|
16.4K
$645K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.12K- 7.13% |
$43.6K - $49.3K
|
14.6K
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.18K- 37.2% |
$45.8K - $51.8K
|
1.99K
$78.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 1.44% |
$51.5K - $58.3K
|
91.1K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.9K- 18.49% |
$73.9K - $83.5K
|
8.39K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.97K- 7.49% |
$76.6K - $86.6K
|
24.4K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.88K- 2.05% |
$112K - $127K
|
138K
$5.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.23K- 9.17% |
$125K - $142K
|
31.9K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.4K- 24.65% |
$132K - $149K
|
10.4K
$409K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-5.69K- 96.8% |
$221K - $250K
|
188
$7.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.34K- 20.04% |
$246K - $278K
|
25.3K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 67.46% |
$451K - $510K
|
5.6K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.3K- 41.78% |
$476K - $538K
|
17.1K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-13K- 45.63% |
$504K - $570K
|
15.5K
$609K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-13.6K- 98.36% |
$529K - $599K
|
227
$8.94K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-14.6K- 70.84% |
$567K - $641K
|
6.01K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.3K- 24.61% |
$593K - $671K
|
46.8K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-45.6K- 2.65% |
$1.77M - $2M
|
1.67M
$65.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-84.6K- 87.07% |
$3.28M - $3.71M
|
12.6K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-230K- 35.2% |
$8.91M - $10.1M
|
423K
$16.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-376K- 41.11% |
$14.6M - $16.5M
|
539K
$21.2M
|