Waller Financial Planning Group, Inc Invesco Exchange Traded Self I Transaction History

Waller Financial Planning Group, Inc

  • $434 Million
  • Q3 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Invesco Exchange Traded Self I stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 597,670 shares of OMFL stock, worth $35.4 Million. This represents 8.29% of its overall portfolio holdings.

Number of Shares
597,670
Previous 592,265 0.91%
Holding current value
$35.4 Million
Previous $34.2 Million 5.24%
% of portfolio
8.29%
Previous 8.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$57.41 - $60.45 $310,301 - $326,732
5,405 Added 0.91%
597,670 $36 Million
Q2 2025

Jul 02, 2025
BUY
$48.43 - $57.78 $4.62 Million - $5.52 Million
95,471 Added 19.22%
592,265 $34.2 Million
Q1 2025

Apr 02, 2025
SELL
$52.19 - $57.45 $2.92 Million - $3.21 Million
-55,886 Reduced 10.11%
496,794 $26.2 Million
Q4 2024

Jan 03, 2025
BUY
$52.49 - $56.58 $826,192 - $890,569
15,740 Added 2.93%
552,680 $30 Million
Q3 2024

Oct 02, 2024
BUY
$47.65 - $52.99 $762,114 - $847,522
15,994 Added 3.07%
536,940 $28.5 Million
Q2 2024

Jul 02, 2024
BUY
$51.23 - $54.89 $737,250 - $789,921
14,391 Added 2.84%
520,946 $27.3 Million
Q1 2024

Apr 02, 2024
BUY
$48.96 - $55.23 $3.45 Million - $3.89 Million
70,372 Added 16.13%
506,555 $28 Million
Q4 2023

Jan 03, 2024
BUY
$43.21 - $51.71 $111,438 - $133,360
2,579 Added 0.59%
436,183 $22.4 Million
Q3 2023

Oct 18, 2023
BUY
$45.36 - $50.6 $51,030 - $56,925
1,125 Added 0.26%
433,604 $19.9 Million
Q2 2023

Jul 05, 2023
BUY
$46.4 - $48.98 $488,452 - $515,612
10,527 Added 2.49%
432,479 $21.2 Million
Q1 2023

Apr 18, 2023
BUY
$42.88 - $48.49 $18.1 Million - $20.5 Million
421,952 New
421,952 $19.6 Million

Others Institutions Holding OMFL

# of Institutions
285
Shares Held
74.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED SELF-I

OMFL Quotes by TradingView
  • Ticker OMFL
  • Sector ETFs
  • Industry ETFs
More about OMFL
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