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 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.37K+ 11.47% |
$260K - $310K
|
52.2K
$3.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
291+ 58.08% |
$14.1K - $16.8K
|
792
$47.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.03K- 32.0% |
$147K - $175K
|
6.44K
$384K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.31K+ 20.12% |
$209K - $249K
|
25.8K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.5K+ 154.46% |
$2.11M - $2.52M
|
71.7K
$4.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
164+ 4.13% |
$7.94K - $9.48K
|
4.13K
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-1.79K- 7.36% |
$86.8K - $104K
|
22.5K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.56K- 2.55% |
$75.6K - $90.3K
|
59.6K
$3.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
42+ 1.08% |
$2.03K - $2.43K
|
3.92K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.92KNew |
$190K - $226K
|
3.92K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-523- 5.95% |
$25.3K - $30.2K
|
8.26K
$493K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.1K- 11.45% |
$102K - $121K
|
16.2K
$969K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.82K- 17.56% |
$234K - $279K
|
22.7K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.4K- 27.79% |
$748K - $892K
|
40.1K
$2.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
5.91K+ 1.33% |
$286K - $341K
|
450K
$26.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-863- 14.4% |
$41.8K - $49.9K
|
5.13K
$306K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.68K- 12.15% |
$372K - $443K
|
55.5K
$3.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.74K+ 61.24% |
$133K - $158K
|
7.2K
$430K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
24.2K+ 78.35% |
$1.17M - $1.4M
|
55K
$3.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-693- 1.59% |
$33.6K - $40K
|
42.8K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-7.71K- 19.69% |
$373K - $445K
|
31.4K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-38.2K- 20.11% |
$1.85M - $2.21M
|
152K
$9.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
183New |
$8.86K - $10.6K
|
183
$10.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.78K- 4.34% |
$425K - $507K
|
193K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
69KNew |
$3.34M - $3.99M
|
69K
$4.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-91.1K- 31.51% |
$4.41M - $5.26M
|
198K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-3.54K- 1.32% |
$172K - $205K
|
264K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
983+ 1.01% |
$47.6K - $56.8K
|
98.4K
$5.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.04K- 5.03% |
$50.5K - $60.3K
|
19.7K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.36K- 6.53% |
$114K - $136K
|
33.7K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.09K- 4.44% |
$247K - $294K
|
110K
$6.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.79K- 51.05% |
$183K - $219K
|
3.63K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-157K- 51.79% |
$7.61M - $9.08M
|
146K
$8.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-16.2K- 6.87% |
$785K - $936K
|
220K
$13.1M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-55.1K- 90.41% |
$2.67M - $3.18M
|
5.84K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11.9K- 29.81% |
$574K - $685K
|
27.9K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4+ 0.08% |
$194 - $231
|
4.96K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
55+ 0.59% |
$2.66K - $3.18K
|
9.34K
$557K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.82K+ 27.95% |
$282K - $336K
|
26.7K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.04% |
$145 - $173
|
7.97K
$475K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-7.45K- 46.41% |
$361K - $430K
|
8.6K
$513K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.35K+ 1.62% |
$259K - $309K
|
335K
$20M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.73K+ 8.11% |
$326K - $389K
|
89.7K
$5.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
121+ 0.84% |
$5.86K - $6.99K
|
14.5K
$865K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-250- 3.68% |
$12.1K - $14.4K
|
6.54K
$390K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
787+ 0.57% |
$38.1K - $45.5K
|
139K
$8.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 124.6% |
$179K - $213K
|
6.65K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
12.1K+ 1.23% |
$588K - $701K
|
999K
$59.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
272+ 1.48% |
$13.2K - $15.7K
|
18.7K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.81K- 22.66% |
$184K - $220K
|
13K
$775K
|