Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO EX TR SELF INDX FD TR .
| 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
$8.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
236K+ 172.5% |
$5.29M - $6.53M
|
373K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65KNew |
$1.46M - $1.8M
|
65K
$1.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
44.5K+ 38.06% |
$999K - $1.23M
|
162K
$4.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
38.3K+ 27.52% |
$859K - $1.06M
|
177K
$4.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
33.7K+ 26.72% |
$755K - $931K
|
160K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
26.3K+ 39.1% |
$590K - $728K
|
93.6K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6KNew |
$349K - $431K
|
15.6K
$433K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.96K+ 44.43% |
$201K - $248K
|
29.1K
$811K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8KNew |
$179K - $221K
|
8K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.88KNew |
$177K - $218K
|
7.88K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.9KNew |
$155K - $191K
|
6.9K
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.87KNew |
$109K - $135K
|
4.87K
$135K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.94K+ 8.81% |
$88.5K - $109K
|
48.7K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.33K+ 18.13% |
$52.3K - $64.5K
|
15.2K
$423K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.53K+ 11.48% |
$34.4K - $42.4K
|
14.9K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.34K+ 1676.25% |
$30.1K - $37.1K
|
1.42K
$39.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.23K+ 10.2% |
$27.7K - $34.2K
|
13.3K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.02K+ 4.02% |
$22.9K - $28.2K
|
26.4K
$734K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
660+ 4.06% |
$14.8K - $18.3K
|
16.9K
$471K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
528New |
$11.8K - $14.6K
|
528
$14.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
471+ 135.34% |
$10.6K - $13K
|
819
$22.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
468New |
$10.5K - $13K
|
468
$13K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
189+ 32.03% |
$4.24K - $5.23K
|
779
$21.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
123+ 5.29% |
$2.76K - $3.4K
|
2.45K
$68.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-24- 4.12% |
$538 - $664
|
559
$15.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-200- 5.99% |
$4.49K - $5.54K
|
3.14K
$87.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-266- 2.7% |
$5.97K - $7.36K
|
9.59K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-596- 0.19% |
$13.4K - $16.5K
|
311K
$8.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.79K- 6.75% |
$40.2K - $49.6K
|
24.8K
$689K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.15K- 0.37% |
$48.3K - $59.6K
|
575K
$16M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.48K- 5.13% |
$78K - $96.3K
|
64.4K
$1.79M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.33K- 39.78% |
$120K - $148K
|
8.07K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.84K- 10.41% |
$176K - $217K
|
67.4K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.1K- 47.38% |
$271K - $334K
|
13.4K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-49.5K- 54.89% |
$1.11M - $1.37M
|
40.7K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-49.6K- 22.76% |
$1.11M - $1.37M
|
168K
$4.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-63.8K- 0.44% |
$1.43M - $1.77M
|
14.4M
$401M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-97K- 79.64% |
$2.18M - $2.69M
|
24.8K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-102K- 70.47% |
$2.28M - $2.81M
|
42.5K
$1.18M
|