Up Strategic Wealth Investment Advisors LLC Invesco Exchange Traded Self I Transaction History

Up Strategic Wealth Investment Advisors LLC

$112 Billion
Q1 2025

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 12,772 shares of OMFL stock, worth $684,196. This represents 0.61% of its overall portfolio holdings.

Number of Shares

12,772

Previous 20,626 38.08%

Holding current value

$684,196

Previous $1.12 Billion 39.13%

% of portfolio

0.61%

Previous 1.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$52.19 - $57.45 $409,900 - $451,212	-7,854 Reduced 38.08%	12,772 $681 Million
Q4 2024 Feb 14, 2025	SELL	$52.49 - $56.58 $526,317 - $567,327	-10,027 Reduced 32.71%	20,626 $1.12 Billion
Q3 2024 Nov 14, 2024	BUY	$47.65 - $52.99 $40,788 - $45,359	856 Added 2.87%	30,653 $1.62 Billion
Q2 2024 Aug 12, 2024	SELL	$51.23 - $54.89 $341,550 - $365,951	-6,667 Reduced 18.28%	29,797 $1.56 Billion
Q1 2024 May 15, 2024	SELL	$48.96 - $55.23 $71,383 - $80,525	-1,458 Reduced 3.84%	36,464 $2.01 Billion
Q4 2023 Feb 13, 2024	BUY	$43.21 - $51.71 $1.64 Million - $1.96 Million	37,922 New	37,922 $1.95 Billion

Others Institutions Holding OMFL

# of Institutions

286

Shares Held

74.1M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED SELF-I

Ticker OMFL
Sector ETFs
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Up Strategic Wealth Investment Advisors LLC Invesco Exchange Traded Self I Transaction History