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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-188- 0.47% |
$9.81K - $10.8K
|
40K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-226- 4.62% |
$11.8K - $13K
|
4.67K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-236- 2.88% |
$12.3K - $13.6K
|
7.97K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-276- 1.8% |
$14.4K - $15.9K
|
15K
$866K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-290- 0.37% |
$15.1K - $16.7K
|
77.6K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-300- 4.55% |
$15.7K - $17.2K
|
6.3K
$363K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-301- 2.48% |
$15.7K - $17.3K
|
11.8K
$681K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-338- 13.7% |
$17.6K - $19.4K
|
2.13K
$123K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-371- 7.42% |
$19.4K - $21.3K
|
4.63K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-394- 8.05% |
$20.6K - $22.6K
|
4.5K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-446- 7.44% |
$23.3K - $25.6K
|
5.55K
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-479- 9.19% |
$25K - $27.5K
|
4.73K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-500- 4.0% |
$26.1K - $28.7K
|
12K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-500- 3.6% |
$26.1K - $28.7K
|
13.4K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-514- 2.68% |
$26.8K - $29.5K
|
18.7K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-562- 3.19% |
$29.3K - $32.3K
|
17.1K
$984K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-580- 1.72% |
$30.3K - $33.3K
|
33.2K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-610- 10.97% |
$31.8K - $35K
|
4.95K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-652- 7.85% |
$34K - $37.5K
|
7.65K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-717- 1.26% |
$37.4K - $41.2K
|
56.1K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-719- 1.49% |
$37.5K - $41.3K
|
47.4K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-721- 7.08% |
$37.6K - $41.4K
|
9.47K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-762- 3.04% |
$39.8K - $43.8K
|
24.3K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-805- 9.0% |
$42K - $46.2K
|
8.14K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-851- 5.62% |
$44.4K - $48.9K
|
14.3K
$823K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-868- 10.48% |
$45.3K - $49.9K
|
7.42K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-906- 10.31% |
$47.3K - $52K
|
7.88K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-928- 1.1% |
$48.4K - $53.3K
|
83.6K
$4.82M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-998- 20.49% |
$52.1K - $57.3K
|
3.87K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 19.22% |
$54.3K - $59.7K
|
4.37K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.12K- 21.08% |
$58.6K - $64.5K
|
4.2K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.17K- 88.48% |
$61K - $67.1K
|
152
$8.76K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.22K- 6.23% |
$63.7K - $70.1K
|
18.3K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.26K- 17.36% |
$65.7K - $72.3K
|
5.99K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.33K- 13.17% |
$69.6K - $76.6K
|
8.79K
$507K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.59K- 0.67% |
$83.1K - $91.5K
|
236K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.63K- 23.42% |
$85.3K - $93.9K
|
5.34K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.73K- 5.77% |
$90.1K - $99.2K
|
28.2K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-1.73K- 9.72% |
$90.2K - $99.3K
|
16.1K
$925K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.91K- 43.07% |
$99.4K - $109K
|
2.52K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 10.44% |
$107K - $118K
|
17.6K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 4.9% |
$109K - $120K
|
40.4K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.23K- 5.1% |
$117K - $128K
|
41.5K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.3K- 25.28% |
$120K - $132K
|
6.79K
$391K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.44K- 7.09% |
$127K - $140K
|
32K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.52K- 5.25% |
$131K - $145K
|
45.4K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.65K- 6.21% |
$138K - $152K
|
40.1K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.71K- 50.75% |
$141K - $156K
|
2.63K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.72K- 4.56% |
$142K - $156K
|
56.9K
$3.28M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.9K- 31.86% |
$151K - $166K
|
6.2K
$357K
|