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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31.5K- 2.91% |
$1.53M - $1.82M
|
1.05M
$62.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.32K+ 1.28% |
$161K - $192K
|
262K
$15.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
10.6K+ 3.03% |
$513K - $612K
|
361K
$21.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
907+ 2.21% |
$43.9K - $52.4K
|
42K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.52K- 11.34% |
$73.6K - $87.8K
|
11.9K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
24.8K+ 87.07% |
$1.2M - $1.43M
|
53.3K
$3.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
30.5K+ 125.49% |
$1.48M - $1.76M
|
54.9K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.49KNew |
$218K - $260K
|
4.49K
$268K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
581+ 4.08% |
$28.1K - $33.6K
|
14.8K
$884K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-621- 1.87% |
$30.1K - $35.9K
|
32.5K
$1.94M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
95.5K+ 19.22% |
$4.62M - $5.52M
|
592K
$35.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8+ 0.19% |
$387 - $462
|
4.29K
$256K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-562- 3.19% |
$29.3K - $32.3K
|
17K
$1.02M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
376+ 7.42% |
$19.6K - $21.6K
|
5.45K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.11% |
$52.2 - $57.5
|
882
$52.6K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.3K+ 505.43% |
$68.1K - $74.9K
|
1.56K
$93.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.08KNew |
$474K - $521K
|
9.08K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.72K- 4.56% |
$142K - $156K
|
56.9K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44.5K+ 24.71% |
$2.32M - $2.56M
|
225K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-3- 0.05% |
$157 - $172
|
6.41K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.4KNew |
$230K - $253K
|
4.4K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.72K- 32.54% |
$403K - $444K
|
16K
$955K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.11KNew |
$267K - $294K
|
5.11K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
150New |
$7.83K - $8.62K
|
150
$8.95K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
85.6KNew |
$4.47M - $4.92M
|
85.6K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-8.16K- 59.63% |
$426K - $469K
|
5.52K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
252New |
$13.2K - $14.5K
|
252
$15K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.33KNew |
$69.6K - $76.6K
|
1.33K
$79.6K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.72K- 2.32% |
$246K - $271K
|
199K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
136New |
$7.1K - $7.81K
|
136
$8.11K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-16Closed |
$835 - $919
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15K+ 57.51% |
$784K - $863K
|
41.1K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.86KNew |
$254K - $279K
|
4.86K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
545+ 10.09% |
$28.4K - $31.3K
|
5.95K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-446- 7.44% |
$23.3K - $25.6K
|
5.55K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.23K- 18.22% |
$325K - $358K
|
28K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.51K- 23.65% |
$183K - $201K
|
11.3K
$675K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
88New |
$4.59K - $5.06K
|
88
$5.25K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-371- 7.42% |
$19.4K - $21.3K
|
4.63K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-76- 50.0% |
$3.97K - $4.37K
|
76
$4.53K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
141New |
$7.36K - $8.1K
|
141
$8.41K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
78New |
$4.07K - $4.48K
|
78
$4.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.61KNew |
$397K - $437K
|
7.61K
$454K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16.3KNew |
$852K - $938K
|
16.3K
$974K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.05K- 49.6% |
$368K - $405K
|
7.16K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.05KNew |
$472K - $520K
|
9.05K
$540K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 4.12% |
$574 - $632
|
256
$15.3K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.63K- 23.42% |
$85.3K - $93.9K
|
5.34K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
287New |
$15K - $16.5K
|
287
$17.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-6.89K- 34.34% |
$360K - $396K
|
13.2K
$786K
|
|