Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.79KNew |
$251K - $271K
|
4.79K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.77K+ 16.21% |
$251K - $270K
|
34.2K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.7K+ 104.16% |
$247K - $266K
|
9.22K
$516K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
4.59K+ 101.89% |
$241K - $259K
|
9.09K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.58K+ 12.14% |
$240K - $259K
|
42.3K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.3KNew |
$226K - $243K
|
4.3K
$241K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.12KNew |
$216K - $233K
|
4.12K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$215K - $232K
|
4.09K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.9K+ 10.02% |
$205K - $221K
|
42.9K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.28K+ 6.93% |
$172K - $186K
|
50.6K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.2K+ 10.96% |
$168K - $181K
|
32.4K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.63KNew |
$138K - $149K
|
2.63K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.36KNew |
$124K - $133K
|
2.36K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.29K+ 3.32% |
$120K - $129K
|
71.2K
$3.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.86K+ 72.24% |
$97.4K - $105K
|
4.42K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.59K+ 0.2% |
$83.2K - $89.7K
|
793K
$44.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.53K+ 6.6% |
$80.4K - $86.7K
|
24.7K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.32KNew |
$69.3K - $74.7K
|
1.32K
$73.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.27K+ 18.17% |
$66.9K - $72.1K
|
8.29K
$464K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.22K+ 1.05% |
$63.8K - $68.8K
|
117K
$6.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.15K+ 0.39% |
$60.5K - $65.2K
|
295K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.12K+ 1.24% |
$58.6K - $63.1K
|
91.1K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 131.13% |
$55.1K - $59.4K
|
1.85K
$104K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.01K+ 16.26% |
$53.2K - $57.4K
|
7.25K
$406K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
881New |
$46.2K - $49.8K
|
881
$49.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
864+ 4.71% |
$45.4K - $48.9K
|
19.2K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
803+ 3.92% |
$42.1K - $45.4K
|
21.3K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
765+ 0.32% |
$40.2K - $43.3K
|
242K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
695+ 6.4% |
$36.5K - $39.3K
|
11.6K
$647K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
656+ 16.95% |
$34.4K - $37.1K
|
4.53K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
652+ 0.05% |
$34.2K - $36.9K
|
1.23M
$69.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
574New |
$30.1K - $32.5K
|
574
$32.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
504New |
$26.5K - $28.5K
|
504
$28.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
400New |
$21K - $22.6K
|
400
$22.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
363+ 1.75% |
$19.1K - $20.5K
|
21.1K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
357+ 2.61% |
$18.7K - $20.2K
|
14K
$787K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
328+ 4.16% |
$17.2K - $18.6K
|
8.21K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
317New |
$16.6K - $17.9K
|
317
$17.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
234New |
$12.3K - $13.2K
|
234
$13.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
223New |
$11.7K - $12.6K
|
223
$12.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
202+ 0.26% |
$10.6K - $11.4K
|
77.9K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200+ 2.08% |
$10.5K - $11.3K
|
9.82K
$550K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
90+ 32.26% |
$4.72K - $5.09K
|
369
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
43New |
$2.26K - $2.43K
|
43
$2.41K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
33+ 0.14% |
$1.73K - $1.87K
|
24K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.16% |
$1.21K - $1.3K
|
14.2K
$798K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 31.82% |
$735 - $792
|
58
$3.25K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8New |
$420 - $453
|
8
$448
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
7+ 0.13% |
$367 - $396
|
5.32K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6+ 0.14% |
$315 - $339
|
4.27K
$239K
|