Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED SELF-I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
152K+ 123.05% |
$7.91M - $8.71M
|
275K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
92.9KNew |
$4.85M - $5.34M
|
92.9K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
85.6KNew |
$4.47M - $4.92M
|
85.6K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
72.8K+ 6.42% |
$3.8M - $4.18M
|
1.21M
$69.6M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
51.3K+ 629.45% |
$2.67M - $2.94M
|
59.4K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47.6K+ 10.1% |
$2.48M - $2.73M
|
519K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.6K+ 5.15% |
$2.33M - $2.56M
|
910K
$52.5M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44.5K+ 24.71% |
$2.32M - $2.56M
|
225K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.4K+ 8.61% |
$2.16M - $2.38M
|
522K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
38.7K+ 17.1% |
$2.02M - $2.22M
|
265K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
38K+ 16.02% |
$1.98M - $2.18M
|
275K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.3KNew |
$1.27M - $1.4M
|
24.3K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
20.7KNew |
$1.08M - $1.19M
|
20.7K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19.8K+ 25.35% |
$1.03M - $1.14M
|
97.7K
$5.63M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.6K+ 3.02% |
$1.02M - $1.12M
|
666K
$38.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.6K+ 6.87% |
$867K - $954K
|
258K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16.3KNew |
$852K - $938K
|
16.3K
$941K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15K+ 57.51% |
$784K - $863K
|
41.1K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2K+ 13.5% |
$743K - $818K
|
120K
$6.91M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.4K+ 31.65% |
$647K - $712K
|
51.5K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
11.7K+ 0.22% |
$610K - $672K
|
5.39M
$311M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.1K+ 2.58% |
$579K - $637K
|
441K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11K+ 3.85% |
$573K - $631K
|
296K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.29K+ 5.14% |
$485K - $534K
|
190K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.08KNew |
$474K - $521K
|
9.08K
$523K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.05KNew |
$472K - $520K
|
9.05K
$522K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.03K+ 2.72% |
$419K - $461K
|
303K
$17.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.61KNew |
$397K - $437K
|
7.61K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.95K+ 1.11% |
$363K - $399K
|
632K
$36.5M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
6.09K+ 115.0% |
$318K - $350K
|
11.4K
$656K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.93K+ 5.08% |
$310K - $341K
|
123K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.11KNew |
$267K - $294K
|
5.11K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.02K+ 54.5% |
$262K - $289K
|
14.2K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.86KNew |
$254K - $279K
|
4.86K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.54K+ 100.2% |
$237K - $261K
|
9.06K
$522K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.47KNew |
$233K - $257K
|
4.47K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.4KNew |
$230K - $253K
|
4.4K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.4K+ 20.86% |
$229K - $253K
|
25.5K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.91K+ 6744.83% |
$204K - $225K
|
3.97K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 18.7% |
$203K - $224K
|
24.7K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.87K+ 7.01% |
$150K - $165K
|
43.8K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.67K+ 0.27% |
$139K - $153K
|
987K
$56.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.56K+ 9.87% |
$134K - $147K
|
28.5K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.44K+ 15.27% |
$128K - $140K
|
18.4K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.4K+ 430.29% |
$125K - $138K
|
2.96K
$171K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.27K+ 55.44% |
$118K - $130K
|
6.36K
$367K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.88K+ 21.2% |
$98.2K - $108K
|
10.8K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.87K+ 0.57% |
$97.8K - $108K
|
330K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.58K+ 1.15% |
$82.5K - $90.8K
|
139K
$7.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.48K+ 12.8% |
$77.2K - $85K
|
13K
$751K
|