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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.7K- 32.65% |
$1.18M - $1.3M
|
46.8K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.52K- 5.25% |
$131K - $145K
|
45.4K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.73K- 5.77% |
$90.1K - $99.2K
|
28.2K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-32.5K- 7.3% |
$1.7M - $1.87M
|
413K
$23.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.1K- 2.07% |
$318K - $351K
|
289K
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.4K+ 8.61% |
$2.16M - $2.38M
|
522K
$30.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-851- 5.62% |
$44.4K - $48.9K
|
14.3K
$823K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.51K- 23.65% |
$183K - $201K
|
11.3K
$653K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.09K- 9.06% |
$213K - $235K
|
41K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
879+ 10.46% |
$45.9K - $50.5K
|
9.28K
$535K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.71K- 50.75% |
$141K - $156K
|
2.63K
$151K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-371- 7.42% |
$19.4K - $21.3K
|
4.63K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
88New |
$4.59K - $5.06K
|
88
$5.07K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-230K- 88.25% |
$12M - $13.2M
|
30.6K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.3K- 25.28% |
$120K - $132K
|
6.79K
$391K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-805- 9.0% |
$42K - $46.2K
|
8.14K
$469K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.24K- 1.99% |
$169K - $186K
|
159K
$9.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
141New |
$7.36K - $8.1K
|
141
$8.13K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
96+ 26.02% |
$5.01K - $5.52K
|
465
$26.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-76- 50.0% |
$3.97K - $4.37K
|
76
$4.38K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-21.5K- 50.77% |
$1.12M - $1.23M
|
20.8K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-7- 0.01% |
$365 - $402
|
52.3K
$3.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.87K+ 0.57% |
$97.8K - $108K
|
330K
$19M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-152K- 80.78% |
$7.91M - $8.71M
|
36.1K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.05K- 49.6% |
$368K - $405K
|
7.16K
$413K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16.3KNew |
$852K - $938K
|
16.3K
$941K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.61KNew |
$397K - $437K
|
7.61K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-149K- 13.78% |
$7.76M - $8.54M
|
930K
$53.6M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.97K- 4.94% |
$312K - $343K
|
115K
$6.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-236- 2.88% |
$12.3K - $13.6K
|
7.97K
$459K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
78New |
$4.07K - $4.48K
|
78
$4.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.44K- 7.09% |
$127K - $140K
|
32K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-762- 3.04% |
$39.8K - $43.8K
|
24.3K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.5K- 5.03% |
$1.33M - $1.46M
|
482K
$27.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-14.4K- 16.1% |
$754K - $830K
|
75.2K
$4.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-717- 1.26% |
$37.4K - $41.2K
|
56.1K
$3.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.42K+ 35.41% |
$74.3K - $81.8K
|
5.45K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
287New |
$15K - $16.5K
|
287
$16.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-276- 1.8% |
$14.4K - $15.9K
|
15K
$866K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-721- 7.08% |
$37.6K - $41.4K
|
9.47K
$546K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.58K+ 1.15% |
$82.5K - $90.8K
|
139K
$7.99M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.63K- 23.42% |
$85.3K - $93.9K
|
5.34K
$308K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 4.12% |
$574 - $632
|
256
$14.8K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-16.3K- 5.74% |
$851K - $937K
|
268K
$15.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-33.5K- 45.69% |
$1.75M - $1.92M
|
39.8K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.12K- 21.08% |
$58.6K - $64.5K
|
4.2K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.05KNew |
$472K - $520K
|
9.05K
$522K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-31.1K- 13.34% |
$1.62M - $1.79M
|
202K
$11.7M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-37.8K- 27.98% |
$1.97M - $2.17M
|
97.4K
$5.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-652- 7.85% |
$34K - $37.5K
|
7.65K
$441K
|