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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.07K- 4.8% |
$160K - $177K
|
60.9K
$3.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.24K- 1.99% |
$169K - $186K
|
159K
$9.17M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.32K- 9.64% |
$173K - $191K
|
31.1K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.43K- 12.58% |
$179K - $197K
|
23.8K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-3.48K- 2.14% |
$182K - $200K
|
159K
$9.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.51K- 23.65% |
$183K - $201K
|
11.3K
$653K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.09K- 9.06% |
$213K - $235K
|
41K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.16K- 34.08% |
$217K - $239K
|
8.05K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.42K- 4.38% |
$231K - $254K
|
96.6K
$5.57M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.72K- 2.32% |
$246K - $271K
|
199K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-4.74K- 6.66% |
$247K - $272K
|
66.5K
$3.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.38K- 11.01% |
$281K - $309K
|
43.5K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.97K- 4.94% |
$312K - $343K
|
115K
$6.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.1K- 2.07% |
$318K - $351K
|
289K
$16.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.23K- 18.22% |
$325K - $358K
|
28K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-6.64K- 15.49% |
$346K - $381K
|
36.2K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.83K- 10.95% |
$357K - $393K
|
55.6K
$3.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-6.89K- 34.34% |
$360K - $396K
|
13.2K
$759K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.05K- 49.6% |
$368K - $405K
|
7.16K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-7.57K- 20.2% |
$395K - $435K
|
29.9K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.69K- 12.04% |
$401K - $442K
|
56.2K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.72K- 32.54% |
$403K - $444K
|
16K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-7.85K- 38.08% |
$410K - $451K
|
12.8K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.11K- 37.56% |
$423K - $466K
|
13.5K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-8.16K- 59.63% |
$426K - $469K
|
5.52K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.44K- 29.37% |
$440K - $485K
|
20.3K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.7K- 12.44% |
$506K - $557K
|
68.3K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-11.4K- 30.21% |
$597K - $657K
|
26.4K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-12.2K- 2.67% |
$635K - $699K
|
444K
$25.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.1K- 33.97% |
$738K - $812K
|
27.5K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-14.4K- 16.1% |
$754K - $830K
|
75.2K
$4.34M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.6K- 2.3% |
$762K - $839K
|
621K
$35.8M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-16.3K- 5.74% |
$851K - $937K
|
268K
$15.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19K- 1.73% |
$993K - $1.09M
|
1.08M
$62.3M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-20.4K- 34.14% |
$1.07M - $1.17M
|
39.4K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-20.6K- 23.95% |
$1.08M - $1.18M
|
65.5K
$3.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-21.5K- 50.77% |
$1.12M - $1.23M
|
20.8K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.7K- 32.65% |
$1.18M - $1.3M
|
46.8K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24K- 50.15% |
$1.25M - $1.38M
|
23.8K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-25K- 38.94% |
$1.3M - $1.43M
|
39.2K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.5K- 5.03% |
$1.33M - $1.46M
|
482K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.3K- 58.0% |
$1.42M - $1.57M
|
19.8K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-27.4K- 28.08% |
$1.43M - $1.58M
|
70.3K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27.5K- 2.66% |
$1.44M - $1.58M
|
1.01M
$58M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-27.6K- 62.19% |
$1.44M - $1.59M
|
16.8K
$968K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-27.9K- 2.77% |
$1.46M - $1.6M
|
981K
$56.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-31.1K- 13.34% |
$1.62M - $1.79M
|
202K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-32.5K- 7.3% |
$1.7M - $1.87M
|
413K
$23.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-33.5K- 45.69% |
$1.75M - $1.92M
|
39.8K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.2K- 17.98% |
$1.84M - $2.02M
|
161K
$9.27M
|