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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.03% |
$47.7 - $53
|
3.81K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
537New |
$25.6K - $28.5K
|
537
$32K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26.7K- 86.73% |
$1.27M - $1.41M
|
4.08K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-407- 6.14% |
$19.4K - $21.6K
|
6.22K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24.2K- 49.55% |
$1.15M - $1.28M
|
24.6K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.79K- 28.26% |
$85.4K - $95K
|
4.55K
$271K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4K- 25.76% |
$191K - $212K
|
11.5K
$687K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.28KNew |
$60.8K - $67.6K
|
1.28K
$76.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.9K- 45.91% |
$615K - $684K
|
15.2K
$907K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.54K- 94.01% |
$73.3K - $81.5K
|
98
$5.84K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.85K- 31.24% |
$136K - $151K
|
6.28K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-380K- 60.0% |
$18.1M - $20.1M
|
253K
$15.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-974K- 51.97% |
$46.4M - $51.6M
|
900K
$53.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-25- 4.48% |
$1.19K - $1.32K
|
533
$31.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49New |
$2.33K - $2.6K
|
49
$2.92K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
92New |
$4.38K - $4.88K
|
92
$5.49K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.28K- 24.09% |
$299K - $333K
|
19.8K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-400- 76.19% |
$19.1K - $21.2K
|
125
$7.46K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-442- 7.79% |
$21.1K - $23.4K
|
5.23K
$312K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
234New |
$11.2K - $12.4K
|
234
$14K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
4.21KNew |
$201K - $223K
|
4.21K
$251K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
306+ 177.91% |
$14.6K - $16.2K
|
478
$28.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-80.6K- 92.59% |
$3.84M - $4.27M
|
6.46K
$385K
|
|
| Q2 2024 | |||||||
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.53KNew |
$283K - $304K
|
5.53K
$330K
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.63KNew |
$237K - $254K
|
4.63K
$276K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.69KNew |
$291K - $312K
|
5.69K
$339K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-26- 0.25% |
$1.33K - $1.43K
|
10.6K
$631K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.05KNew |
$105K - $113K
|
2.05K
$122K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
675New |
$34.6K - $37.1K
|
675
$40.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.12KNew |
$416K - $446K
|
8.12K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
194New |
$9.94K - $10.6K
|
194
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.36K+ 2.95% |
$275K - $294K
|
187K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
68New |
$3.48K - $3.73K
|
68
$4.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.76KNew |
$295K - $316K
|
5.76K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.8KNew |
$554K - $593K
|
10.8K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.44KNew |
$227K - $243K
|
4.44K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
180KNew |
$9.2M - $9.85M
|
180K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-18.9K- 40.6% |
$970K - $1.04M
|
27.7K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-578- 4.86% |
$29.6K - $31.7K
|
11.3K
$674K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.57% |
$51.2 - $54.9
|
175
$10.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-37- 0.91% |
$1.9K - $2.03K
|
4.03K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.77K- 76.55% |
$347K - $372K
|
2.08K
$124K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.11KNew |
$56.8K - $60.8K
|
1.11K
$66.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
4.68KNew |
$240K - $257K
|
4.68K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.89K+ 2.22% |
$302K - $323K
|
271K
$16.2M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.76K- 34.54% |
$141K - $152K
|
5.23K
$312K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
33.7K+ 23.96% |
$1.72M - $1.85M
|
174K
$10.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.9KNew |
$817K - $875K
|
15.9K
$951K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 25.44% |
$73.8K - $79.1K
|
7.11K
$424K
|
|