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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35.6K- 83.26% |
$1.86M - $2.05M
|
7.16K
$413K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-37.8K- 27.98% |
$1.97M - $2.17M
|
97.4K
$5.61M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.4K- 22.91% |
$2.68M - $2.95M
|
173K
$9.97M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-55.9K- 10.11% |
$2.92M - $3.21M
|
497K
$28.6M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-60.2K- 49.61% |
$3.14M - $3.46M
|
61.1K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-62.4K- 32.51% |
$3.26M - $3.59M
|
130K
$7.47M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69K- 27.97% |
$3.6M - $3.96M
|
178K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-74.7K- 32.72% |
$3.9M - $4.29M
|
154K
$8.86M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-77.1K- 1.36% |
$4.02M - $4.43M
|
5.61M
$323M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-81.9K- 93.34% |
$4.27M - $4.71M
|
5.84K
$337K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-112K- 47.64% |
$5.85M - $6.44M
|
123K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-128K- 37.49% |
$6.7M - $7.37M
|
214K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-149K- 13.78% |
$7.76M - $8.54M
|
930K
$53.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-152K- 80.78% |
$7.91M - $8.71M
|
36.1K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-153K- 11.16% |
$7.98M - $8.78M
|
1.22M
$70.2M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-157K- 62.81% |
$8.2M - $9.02M
|
93K
$5.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-230K- 88.25% |
$12M - $13.2M
|
30.6K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-235K- 4.56% |
$12.3M - $13.5M
|
4.93M
$284M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-243K- 13.41% |
$12.7M - $14M
|
1.57M
$90.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-334K- 40.85% |
$17.4M - $19.2M
|
483K
$27.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-704K- 19.94% |
$36.7M - $40.4M
|
2.82M
$163M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-791K- 68.04% |
$41.3M - $45.5M
|
372K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.82M- 12.94% |
$147M - $162M
|
19M
$1.09B
|