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 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$3.55K - $3.91K
|
68
$4.06K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
129+ 29.93% |
$6.73K - $7.41K
|
560
$33.4K
|
|
Q4 2024 | |||||||
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
545New |
$28.6K - $30.8K
|
545
$32.5K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
130New |
$6.82K - $7.36K
|
130
$7.75K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
574New |
$30.1K - $32.5K
|
574
$34.2K
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.79KNew |
$251K - $271K
|
4.79K
$286K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.2K+ 10.96% |
$168K - $181K
|
32.4K
$1.93M
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
CALL |
-7.6K- 19.0% |
$399K - $430K
|
32.4K
$1.93M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
2KNew |
$105K - $113K
|
2K
$119K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
43New |
$2.26K - $2.43K
|
43
$2.56K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
234New |
$12.3K - $13.2K
|
234
$14K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-170- 4.31% |
$8.92K - $9.62K
|
3.78K
$225K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
33K+ 69.86% |
$1.73M - $1.87M
|
80.2K
$4.78M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.51K- 18.46% |
$79.2K - $85.4K
|
6.67K
$398K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-130K- 93.86% |
$6.83M - $7.37M
|
8.52K
$508K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-122- 90.37% |
$6.4K - $6.9K
|
13
$775
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
987KNew |
$51.8M - $55.8M
|
987K
$58.8M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.26K- 99.97% |
$171K - $184K
|
1
$59.6
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-224- 26.54% |
$11.8K - $12.7K
|
620
$37K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.59K+ 0.2% |
$83.2K - $89.7K
|
793K
$47.3M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-137- 3.58% |
$7.19K - $7.75K
|
3.69K
$220K
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
10KNew |
$525K - $566K
|
10K
$596K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
400New |
$21K - $22.6K
|
400
$23.9K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.16% |
$1.21K - $1.3K
|
14.2K
$849K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
223New |
$11.7K - $12.6K
|
223
$13.3K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.3KNew |
$226K - $243K
|
4.3K
$257K
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-112- 2.47% |
$5.88K - $6.34K
|
4.42K
$264K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.79KNew |
$251K - $271K
|
4.79K
$286K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
504New |
$26.5K - $28.5K
|
504
$30.1K
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.63KNew |
$453K - $488K
|
8.63K
$514K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8New |
$420 - $453
|
8
$477
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.94K- 31.67% |
$102K - $110K
|
4.19K
$250K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-32.4K- 8.29% |
$1.7M - $1.83M
|
358K
$21.4M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$105 - $113
|
4.88K
$291K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 0.66% |
$577 - $622
|
1.65K
$98.1K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
317New |
$16.6K - $17.9K
|
317
$18.9K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 26.32% |
$525 - $566
|
28
$1.67K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.12KNew |
$216K - $233K
|
4.12K
$246K
|
|
Q3 2024 | |||||||
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16New |
$762 - $848
|
16
$954
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-66.5K- 81.7% |
$3.17M - $3.52M
|
14.9K
$888K
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
35.7KNew |
$1.7M - $1.89M
|
35.7K
$2.13M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1+ 0.02% |
$47.7 - $53
|
5.13K
$306K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
109KNew |
$5.19M - $5.78M
|
109K
$6.5M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.91K+ 34.83% |
$329K - $366K
|
26.7K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-5.14K- 15.53% |
$245K - $273K
|
28K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-266- 6.1% |
$12.7K - $14.1K
|
4.1K
$244K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.08K+ 43.79% |
$147K - $163K
|
10.1K
$603K
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3+ 0.06% |
$143 - $159
|
5.23K
$312K
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-634- 11.34% |
$30.2K - $33.6K
|
4.96K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-23- 0.25% |
$1.1K - $1.22K
|
9.21K
$549K
|