Latest Institutional Transactions on Invesco Exchange Traded Self I (OMFL)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.52K- 11.34% |
$73.6K - $87.8K
|
11.9K
$685K
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
907+ 2.21% |
$43.9K - $52.4K
|
42K
$2.42M
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
10.6K+ 3.03% |
$513K - $612K
|
361K
$20.8M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.32K+ 1.28% |
$161K - $192K
|
262K
$15.1M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
581+ 4.08% |
$28.1K - $33.6K
|
14.8K
$855K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-621- 1.87% |
$30.1K - $35.9K
|
32.5K
$1.88M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8+ 0.19% |
$387 - $462
|
4.29K
$247K
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
95.5K+ 19.22% |
$4.62M - $5.52M
|
592K
$34.1M
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
152K+ 123.05% |
$7.91M - $8.71M
|
275K
$15.8M
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
85.6KNew |
$4.47M - $4.92M
|
85.6K
$4.93M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-235K- 4.56% |
$12.3M - $13.5M
|
4.93M
$284M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-243K- 13.41% |
$12.7M - $14M
|
1.57M
$90.5M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
477+ 2.81% |
$24.9K - $27.4K
|
17.5K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44.5K+ 24.71% |
$2.32M - $2.56M
|
225K
$12.9M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.46K+ 0.7% |
$76.1K - $83.8K
|
211K
$12.2M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.72K- 4.56% |
$142K - $156K
|
56.9K
$3.28M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-89- 1.67% |
$4.64K - $5.11K
|
5.24K
$302K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.08KNew |
$474K - $521K
|
9.08K
$523K
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-7.85K- 38.08% |
$410K - $451K
|
12.8K
$736K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.4K+ 31.65% |
$647K - $712K
|
51.5K
$2.97M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47.6K+ 10.1% |
$2.48M - $2.73M
|
519K
$29.9M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.87K+ 7.01% |
$150K - $165K
|
43.8K
$2.53M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-20.6K- 23.95% |
$1.08M - $1.18M
|
65.5K
$3.78M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-62.4K- 32.51% |
$3.26M - $3.59M
|
130K
$7.47M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.4KNew |
$230K - $253K
|
4.4K
$254K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11K+ 3.85% |
$573K - $631K
|
296K
$17.1M
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
455+ 1.5% |
$23.7K - $26.1K
|
30.8K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 18.7% |
$203K - $224K
|
24.7K
$1.43M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.3K+ 505.43% |
$68.1K - $74.9K
|
1.56K
$90K
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-3- 0.05% |
$157 - $172
|
6.41K
$369K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.11% |
$52.2 - $57.5
|
882
$50.8K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
150New |
$7.83K - $8.62K
|
150
$8.65K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.29K+ 5.14% |
$485K - $534K
|
190K
$11M
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
38.7K+ 17.1% |
$2.02M - $2.22M
|
265K
$15.3M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.3K- 58.0% |
$1.42M - $1.57M
|
19.8K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.6K+ 5.15% |
$2.33M - $2.56M
|
910K
$52.5M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.72K- 32.54% |
$403K - $444K
|
16K
$923K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.11KNew |
$267K - $294K
|
5.11K
$295K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-81.9K- 93.34% |
$4.27M - $4.71M
|
5.84K
$337K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.11K- 37.56% |
$423K - $466K
|
13.5K
$777K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-6.64K- 15.49% |
$346K - $381K
|
36.2K
$2.09M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-128K- 37.49% |
$6.7M - $7.37M
|
214K
$12.3M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-27.4K- 28.08% |
$1.43M - $1.58M
|
70.3K
$4.05M
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-10- 0.12% |
$522 - $575
|
8.2K
$473K
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-3.48K- 2.14% |
$182K - $200K
|
159K
$9.18M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24K- 50.15% |
$1.25M - $1.38M
|
23.8K
$1.37M
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-7.57K- 20.2% |
$395K - $435K
|
29.9K
$1.72M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-74.7K- 32.72% |
$3.9M - $4.29M
|
154K
$8.86M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 5.08% |
$70.9K - $78.1K
|
28.1K
$1.62M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
252New |
$13.2K - $14.5K
|
252
$14.5K
|