Ever Source Wealth Advisors, LLC Invesco Exchange Traded Self I Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,596 shares of OMFL stock, worth $153,683. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,596

Previous 3,116 16.69%

Holding current value

$153,683

Previous $166,000 10.24%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$48.43 - $57.78 $25,183 - $30,045	-520 Reduced 16.69%	2,596 $149,000
Q1 2025 May 13, 2025	BUY	$52.19 - $57.45 $27,608 - $30,391	529 Added 20.45%	3,116 $166,000
Q4 2024 Feb 07, 2025	BUY	$52.49 - $56.58 $157 - $169	3 Added 0.12%	2,587 $140,000
Q3 2024 Nov 08, 2024	BUY	$47.65 - $52.99 $190 - $211	4 Added 0.16%	2,584 $136,000
Q2 2024 Aug 13, 2024	BUY	$51.23 - $54.89 $47,285 - $50,663	923 Added 55.7%	2,580 $135,000
Q1 2024 Jun 11, 2024	SELL	$48.96 - $55.23 $1,468 - $1,656	-30 Reduced 1.78%	1,657 $91,000
Q4 2023 Feb 09, 2024	BUY	$43.21 - $51.71 $72,895 - $87,234	1,687 New	1,687 $86,000

Others Institutions Holding OMFL

# of Institutions

285

Shares Held

74.2M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED SELF-I

Ticker OMFL
Sector ETFs
Industry ETFs

More about OMFL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Invesco Exchange Traded Self I Transaction History