Institutional Ownership Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 86.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
137,212
shares
|
$7.63 Million
1.5% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
124,927
shares
|
$6.95 Million
1.91% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
122,188
shares
|
$6.8 Million
0.29% of portfolio
|
Q3 2024
Added 135.16%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
121,954
shares
|
$6.78 Million
2.13% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
115,628
shares
|
$6.43 Million
1.15% of portfolio
|
Q3 2024
Added 45.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
110,579
shares
|
$6.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Oct 30, 2024 Q3 2024 |
103,944
shares
|
$5.78 Million
4.8% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
98,781
shares
|
$5.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 32.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
92,725
shares
|
$5.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 64.21%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
90,376
shares
|
$5.03 Million
0.47% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
89,986
shares
|
$5.01 Million
1.37% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
78,163
shares
|
$4.35 Million
1.18% of portfolio
|
Q3 2024
Reduced 55.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
77,657
shares
|
$4.32 Million
0.11% of portfolio
|
Q3 2024
Added 490.32%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
77,362
shares
|
$4.3 Million
2.08% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
74,384
shares
|
$4.14 Million
0.44% of portfolio
|
Q3 2024
Added 383.86%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
74,003
shares
|
$4.12 Million
7.23% of portfolio
|
Q3 2022
Added 6.58%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
73,534
shares
|
$4.09 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
72,082
shares
|
$4.01 Million
1.49% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
71,884
shares
|
$4 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
69,744
shares
|
$3.88 Million
0.07% of portfolio
|
Q3 2024
Added 78.79%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
68,926
shares
|
$3.83 Million
1.29% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
68,284
shares
|
$3.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 28.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
66,301
shares
|
$3.69 Million
0.1% of portfolio
|
Q3 2024
Reduced 84.05%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
65,395
shares
|
$3.64 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
64,762
shares
|
$3.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.21%
|