Latest Institutional Purchases of Invesco Ex Tr Self Indx Fd Tr (IMFL)
This list provides information on the latest institutional transactions involving Invesco Ex Tr Self Indx Fd Tr (IMFL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
273K+ 552.79% |
$6.12M - $7.55M
|
322K
$8.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
236K+ 172.5% |
$5.29M - $6.53M
|
373K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65KNew |
$1.46M - $1.8M
|
65K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
44.5K+ 38.06% |
$999K - $1.23M
|
162K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
38.3K+ 27.52% |
$859K - $1.06M
|
177K
$4.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
33.7K+ 26.72% |
$755K - $931K
|
160K
$4.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
26.3K+ 39.1% |
$590K - $728K
|
93.6K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6KNew |
$349K - $431K
|
15.6K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.96K+ 44.43% |
$201K - $248K
|
29.1K
$801K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8KNew |
$179K - $221K
|
8K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.88KNew |
$177K - $218K
|
7.88K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.9KNew |
$155K - $191K
|
6.9K
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.87KNew |
$109K - $135K
|
4.87K
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.94K+ 8.81% |
$88.5K - $109K
|
48.7K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.33K+ 18.13% |
$52.3K - $64.5K
|
15.2K
$418K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.53K+ 11.48% |
$34.4K - $42.4K
|
14.9K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.34K+ 1676.25% |
$30.1K - $37.1K
|
1.42K
$39K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.23K+ 10.2% |
$27.7K - $34.2K
|
13.3K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.02K+ 4.02% |
$22.9K - $28.2K
|
26.4K
$725K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
660+ 4.06% |
$14.8K - $18.3K
|
16.9K
$465K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
528New |
$11.8K - $14.6K
|
528
$14.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
471+ 135.34% |
$10.6K - $13K
|
819
$22.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
468New |
$10.5K - $13K
|
468
$12.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
189+ 32.03% |
$4.24K - $5.23K
|
779
$21.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
123+ 5.29% |
$2.76K - $3.4K
|
2.45K
$67.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 146.14% |
$309K - $342K
|
22.3K
$614K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 7.59% |
$11.7K - $12.9K
|
7.09K
$195K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
319New |
$7.43K - $8.22K
|
319
$8.77K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
101New |
$2.35K - $2.6K
|
101
$2.78K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.3 - $25.8
|
2
$55
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.74KNew |
$87.7K - $95.3K
|
3.74K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.95K+ 1.71% |
$69.2K - $75.2K
|
176K
$4.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
888New |
$20.9K - $22.6K
|
888
$24.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
565New |
$13.3K - $14.4K
|
565
$15.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
295New |
$6.93K - $7.52K
|
295
$8.11K
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.22KNew |
$147K - $163K
|
6.22K
$171K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
151New |
$3.7K - $3.95K
|
151
$4.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
73New |
$1.79K - $1.91K
|
73
$2.01K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
22.4KNew |
$487K - $565K
|
22.4K
$615K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
14.1KNew |
$307K - $356K
|
14.1K
$388K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8KNew |
$174K - $202K
|
8K
$220K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.21K+ 21.53% |
$51.2K - $55K
|
12.5K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
519+ 1.0% |
$12K - $12.9K
|
52.2K
$1.44M
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
98New |
$1.75K - $2.08K
|
98
$2.69K
|
|