Concurrent Investment Advisors, LLC Invesco Exchange Traded Self I Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 71,733 shares of OMFL stock, worth $4.23 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

71,733

Previous 28,190 154.46%

Holding current value

$4.23 Million

Previous $1.5 Billion 175.8%

% of portfolio

0.08%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$48.43 - $57.78 $2.11 Million - $2.52 Million	43,543 Added 154.46%	71,733 $4.14 Billion
Q1 2025 Apr 29, 2025	SELL	$52.19 - $57.45 $90,132 - $99,216	-1,727 Reduced 5.77%	28,190 $1.5 Billion
Q4 2024 Feb 03, 2025	SELL	$52.49 - $56.58 $2.01 Million - $2.17 Million	-38,367 Reduced 56.19%	29,917 $1.62 Billion
Q3 2024 Oct 30, 2024	SELL	$47.65 - $52.99 $1.29 Million - $1.43 Million	-26,986 Reduced 28.33%	68,284 $3.62 Billion
Q2 2024 Jul 30, 2024	SELL	$51.23 - $54.89 $665,477 - $713,021	-12,990 Reduced 12.0%	95,270 $5 Billion
Q1 2024 May 07, 2024	BUY	$48.96 - $55.23 $1.42 Million - $1.6 Million	28,944 Added 36.49%	108,260 $5.98 Billion
Q4 2023 Apr 15, 2024	BUY	$43.21 - $51.71 $3.43 Million - $4.1 Million	79,316 New	79,316 $4.08 Billion

Others Institutions Holding OMFL

# of Institutions

286

Shares Held

72.5M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED SELF-I

Ticker OMFL
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Concurrent Investment Advisors, LLC Invesco Exchange Traded Self I Transaction History