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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-74.6K- 43.28% |
$3.92M - $4.22M
|
97.8K
$5.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.04K- 3.25% |
$317K - $342K
|
180K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.04K- 14.43% |
$107K - $116K
|
12.1K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
18.9K+ 0.33% |
$990K - $1.07M
|
5.69M
$320M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.32KNew |
$69.3K - $74.7K
|
1.32K
$74.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.71K- 9.72% |
$195K - $210K
|
34.4K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.56K- 40.56% |
$292K - $314K
|
8.14K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.7K- 37.24% |
$1.3M - $1.4M
|
41.6K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 2.0% |
$21K - $22.6K
|
19.6K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
695+ 6.4% |
$36.5K - $39.3K
|
11.6K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26.1K- 50.0% |
$1.37M - $1.48M
|
26.1K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.79KNew |
$251K - $271K
|
4.79K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.25K- 25.82% |
$223K - $241K
|
12.2K
$688K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44K- 89.4% |
$2.31M - $2.49M
|
5.21K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-13.4K- 17.28% |
$702K - $756K
|
64K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-26.9K- 14.24% |
$1.41M - $1.52M
|
162K
$9.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.5K+ 60.8% |
$603K - $650K
|
30.4K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
504New |
$26.5K - $28.5K
|
504
$28.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.3K- 7.65% |
$596K - $642K
|
137K
$7.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.26K- 27.02% |
$276K - $298K
|
14.2K
$800K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.08% |
$105 - $113
|
2.47K
$139K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.63KNew |
$453K - $488K
|
8.63K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
803+ 3.92% |
$42.1K - $45.4K
|
21.3K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
25.2K+ 11.87% |
$1.32M - $1.42M
|
237K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
32.7K+ 3.44% |
$1.72M - $1.85M
|
984K
$55.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8New |
$420 - $453
|
8
$450
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.11% |
$52.5 - $56.6
|
919
$51.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-240- 0.89% |
$12.6K - $13.6K
|
26.8K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-33K- 3.17% |
$1.73M - $1.87M
|
1.01M
$56.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-241- 4.71% |
$12.7K - $13.6K
|
4.87K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-88.6K- 85.28% |
$4.65M - $5.02M
|
15.3K
$861K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-582- 12.64% |
$30.5K - $32.9K
|
4.02K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.92K- 0.42% |
$101K - $109K
|
456K
$25.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.94K- 31.67% |
$102K - $110K
|
4.19K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-665- 7.5% |
$34.9K - $37.6K
|
8.2K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
765+ 0.32% |
$40.2K - $43.3K
|
242K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.11K- 15.44% |
$426K - $459K
|
44.4K
$2.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-32.4K- 8.29% |
$1.7M - $1.83M
|
358K
$20.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$105 - $113
|
4.88K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
864+ 4.71% |
$45.4K - $48.9K
|
19.2K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.96K- 3.57% |
$365K - $394K
|
188K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 0.66% |
$577 - $622
|
1.65K
$92.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
20.1KNew |
$1.05M - $1.14M
|
20.1K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-4.16K- 3.33% |
$218K - $235K
|
121K
$6.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-5.82K- 2.39% |
$305K - $329K
|
237K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.15K+ 0.39% |
$60.5K - $65.2K
|
295K
$16.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.58K- 6.43% |
$135K - $146K
|
37.5K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.33K- 2.65% |
$69.9K - $75.4K
|
48.9K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.4K- 14.11% |
$545K - $587K
|
63.2K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-61- 0.15% |
$3.2K - $3.45K
|
41.2K
$2.32M
|