Institutional Ownership Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,693
shares
|
$279,228
0.02% of portfolio
|
Q3 2024
Reduced 81.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,279
shares
|
$245,462
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,633
shares
|
$230,036
0.22% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
8,665
shares
|
$206,920
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
7,785
shares
|
$185,905
0.09% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
6,222
shares
|
$148,581
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$95,520
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,156
shares
|
$75,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,798
shares
|
$66,816
0.01% of portfolio
|
Q3 2023
Reduced 42.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,318
shares
|
$55,353
0.0% of portfolio
|
Q3 2024
Added 258.82%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,347
shares
|
$32,166
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
318
shares
|
$7,593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
151
shares
|
$3,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
101
shares
|
$2,411
0.0% of portfolio
|
Q3 2024
Added 106.12%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
73
shares
|
$1,743
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|