Latest Institutional Sells of Invesco Exchange Traded Self I (OMFL)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFL) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-137K- 37.03% |
$7.2M - $7.76M
|
233K
$13.1M
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-108K- 88.6% |
$5.67M - $6.11M
|
13.9K
$783K
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-88.6K- 85.28% |
$4.65M - $5.02M
|
15.3K
$861K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-74.6K- 43.28% |
$3.92M - $4.22M
|
97.8K
$5.5M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44K- 89.4% |
$2.31M - $2.49M
|
5.21K
$293K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-37.3K- 11.61% |
$1.96M - $2.11M
|
284K
$16M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-33K- 3.17% |
$1.73M - $1.87M
|
1.01M
$56.8M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-32.4K- 8.29% |
$1.7M - $1.83M
|
358K
$20.2M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-26.9K- 14.24% |
$1.41M - $1.52M
|
162K
$9.13M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26.1K- 50.0% |
$1.37M - $1.48M
|
26.1K
$1.47M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.7K- 37.24% |
$1.3M - $1.4M
|
41.6K
$2.34M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-13.4K- 17.28% |
$702K - $756K
|
64K
$3.6M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.3K- 7.65% |
$596K - $642K
|
137K
$7.71M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.4K- 14.11% |
$545K - $587K
|
63.2K
$3.56M
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-8.71K- 32.89% |
$457K - $493K
|
17.8K
$1M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.11K- 15.44% |
$426K - $459K
|
44.4K
$2.5M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-7.97K- 96.76% |
$418K - $451K
|
267
$15K
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.96K- 3.57% |
$365K - $394K
|
188K
$10.6M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.04K- 3.25% |
$317K - $342K
|
180K
$10.1M
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-5.82K- 2.39% |
$305K - $329K
|
237K
$13.4M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.56K- 40.56% |
$292K - $314K
|
8.14K
$458K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.26K- 27.02% |
$276K - $298K
|
14.2K
$800K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.25K- 25.82% |
$223K - $241K
|
12.2K
$688K
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-4.16K- 3.33% |
$218K - $235K
|
121K
$6.8M
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.71K- 9.72% |
$195K - $210K
|
34.4K
$1.94M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.62K- 0.81% |
$190K - $205K
|
445K
$25.1M
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.58K- 6.43% |
$135K - $146K
|
37.5K
$2.11M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.07K- 5.78% |
$109K - $117K
|
33.7K
$1.9M
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.04K- 14.43% |
$107K - $116K
|
12.1K
$682K
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.02K- 1.47% |
$106K - $114K
|
135K
$7.61M
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.94K- 31.67% |
$102K - $110K
|
4.19K
$236K
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.92K- 0.42% |
$101K - $109K
|
456K
$25.7M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.33K- 2.65% |
$69.9K - $75.4K
|
48.9K
$2.75M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-665- 7.5% |
$34.9K - $37.6K
|
8.2K
$462K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-582- 12.64% |
$30.5K - $32.9K
|
4.02K
$226K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 2.0% |
$21K - $22.6K
|
19.6K
$1.1M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-241- 4.71% |
$12.7K - $13.6K
|
4.87K
$274K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-240- 0.89% |
$12.6K - $13.6K
|
26.8K
$1.51M
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-61- 0.15% |
$3.2K - $3.45K
|
41.2K
$2.32M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 0.66% |
$577 - $622
|
1.65K
$92.6K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 26.32% |
$525 - $566
|
28
$1.58K
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.52M- 24.47% |
$72.5M - $80.6M
|
4.69M
$264M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-974K- 51.97% |
$46.4M - $51.6M
|
900K
$50.7M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-950K- 74.45% |
$45.3M - $50.3M
|
326K
$18.3M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-940K- 15.81% |
$44.8M - $49.8M
|
5.01M
$282M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-873K- 36.96% |
$41.6M - $46.3M
|
1.49M
$83.8M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-775K- 48.15% |
$36.9M - $41.1M
|
835K
$47M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-723K- 67.36% |
$34.5M - $38.3M
|
350K
$19.7M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-602K- 99.12% |
$28.7M - $31.9M
|
5.35K
$301K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-530K- 28.84% |
$25.2M - $28.1M
|
1.31M
$73.6M
|