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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-2.91K- 7.14% |
$153K - $165K
|
37.9K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32K+ 85.41% |
$1.68M - $1.81M
|
69.5K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-26.5K- 29.34% |
$1.39M - $1.5M
|
63.9K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.15K- 10.48% |
$218K - $235K
|
35.5K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.62K- 31.18% |
$242K - $261K
|
10.2K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-72.5K- 14.11% |
$3.81M - $4.1M
|
441K
$23.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.4KNew |
$441K - $475K
|
8.4K
$448K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-145K- 11.08% |
$7.6M - $8.2M
|
1.16M
$62M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16KNew |
$840K - $905K
|
16K
$853K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
987KNew |
$51.8M - $55.8M
|
987K
$52.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.28K+ 6.93% |
$172K - $186K
|
50.6K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.82K+ 12.8% |
$253K - $273K
|
42.5K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$157 - $170
|
2.59K
$138K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.8K+ 46.88% |
$672K - $725K
|
40.1K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-264- 32.12% |
$13.9K - $14.9K
|
558
$29.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16.7K- 82.96% |
$879K - $948K
|
3.44K
$183K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-7.38K- 2.06% |
$388K - $418K
|
350K
$18.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-180K- 73.79% |
$9.47M - $10.2M
|
64.1K
$3.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
656+ 16.95% |
$34.4K - $37.1K
|
4.53K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
33+ 0.14% |
$1.73K - $1.87K
|
24K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
817KNew |
$42.9M - $46.2M
|
817K
$43.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.8KNew |
$1.09M - $1.18M
|
20.8K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.53K+ 6.6% |
$80.4K - $86.7K
|
24.7K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-803- 8.11% |
$42.1K - $45.4K
|
9.1K
$485K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-96- 1.77% |
$5.04K - $5.43K
|
5.33K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.01K+ 16.26% |
$53.2K - $57.4K
|
7.25K
$387K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.86K+ 72.24% |
$97.4K - $105K
|
4.42K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
64.2K+ 37.53% |
$3.37M - $3.63M
|
235K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-224- 26.54% |
$11.8K - $12.7K
|
620
$33.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.58K+ 12.14% |
$240K - $259K
|
42.3K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.8K- 8.5% |
$304K - $328K
|
62.4K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 31.82% |
$735 - $792
|
58
$3.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.26K- 99.97% |
$171K - $184K
|
1
$53.3
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
4+ 0.07% |
$210 - $226
|
5.56K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
287KNew |
$15.1M - $16.2M
|
287K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.42K+ 12.72% |
$337K - $363K
|
56.9K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-10.4K- 17.82% |
$547K - $590K
|
48.1K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-851- 5.43% |
$44.7K - $48.1K
|
14.8K
$790K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-38.4K- 56.19% |
$2.01M - $2.17M
|
29.9K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-137- 3.58% |
$7.19K - $7.75K
|
3.69K
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.59K+ 0.2% |
$83.2K - $89.7K
|
793K
$42.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-199- 2.19% |
$10.4K - $11.3K
|
8.87K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.6KNew |
$925K - $997K
|
17.6K
$940K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.93K- 28.25% |
$101K - $109K
|
4.89K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.16% |
$1.21K - $1.3K
|
14.2K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-114K- 27.89% |
$5.99M - $6.46M
|
295K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.77K+ 16.21% |
$251K - $270K
|
34.2K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-757- 6.96% |
$39.7K - $42.8K
|
10.1K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-692- 1.31% |
$36.3K - $39.2K
|
52.3K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
400New |
$21K - $22.6K
|
400
$21.3K
|