Herold Advisors, Inc. Invesco Exchange Traded Self I Transaction History

Herold Advisors, Inc.

$439 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 20, 2022	SELL	$40.01 - $45.36 $143,835 - $163,069	-3,595 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$37.4 - $41.74 $134,453 - $150,055	3,595 New	3,595 $142,000

Others Institutions Holding OMFS

# of Institutions

69

Shares Held

6.2M

Call Options Held

0

Put Options Held

0

Invesco Ltd. Atlanta, GA

1.68M
Shares

$68.2 Million
0.01% of portfolio
Pfs Investments Inc. Duluth, GA

867K
Shares

$35.3 Million
0.51% of portfolio
Solano Wealth Management, Inc. Fairfield, CA

554K
Shares

$22.5 Million
11.01% of portfolio
Lpl Financial LLC Fort Mill, SC

530K
Shares

$21.5 Million
0.01% of portfolio
First Command Advisory Services, Inc.

448K
Shares

$18.2 Million
0.16% of portfolio

About INVESCO EXCHANGE-TRADED SELF-I

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