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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.62K- 0.81% |
$190K - $205K
|
445K
$24.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.71K- 9.72% |
$195K - $210K
|
34.4K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-3.78K- 29.69% |
$198K - $214K
|
8.94K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.08K- 17.18% |
$214K - $231K
|
19.7K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.15K- 10.48% |
$218K - $235K
|
35.5K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-4.16K- 3.33% |
$218K - $235K
|
121K
$6.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.25K- 25.82% |
$223K - $241K
|
12.2K
$684K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.62K- 31.18% |
$242K - $261K
|
10.2K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.84K- 90.45% |
$254K - $274K
|
511
$28.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.92K- 7.6% |
$258K - $278K
|
59.8K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.05K- 4.56% |
$265K - $285K
|
106K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.07K- 48.98% |
$266K - $287K
|
5.29K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.26K- 27.02% |
$276K - $298K
|
14.2K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.56K- 40.56% |
$292K - $314K
|
8.14K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.8K- 8.5% |
$304K - $328K
|
62.4K
$3.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-5.82K- 2.39% |
$305K - $329K
|
237K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.04K- 3.25% |
$317K - $342K
|
180K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-6.65K- 24.19% |
$349K - $376K
|
20.8K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.96K- 3.57% |
$365K - $394K
|
188K
$10.5M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7.01K- 53.91% |
$368K - $397K
|
5.99K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-7.38K- 2.06% |
$388K - $418K
|
350K
$19.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-7.97K- 96.76% |
$418K - $451K
|
267
$15K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.11K- 15.44% |
$426K - $459K
|
44.4K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.2K- 8.85% |
$431K - $464K
|
84.5K
$4.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-8.71K- 32.89% |
$457K - $493K
|
17.8K
$996K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-9.23K- 3.42% |
$485K - $522K
|
261K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-10K- 32.71% |
$526K - $567K
|
20.6K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.4K- 14.11% |
$545K - $587K
|
63.2K
$3.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-10.4K- 17.82% |
$547K - $590K
|
48.1K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11K- 4.99% |
$578K - $623K
|
210K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.3K- 7.65% |
$596K - $642K
|
137K
$7.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-12.5K- 17.28% |
$654K - $705K
|
59.6K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-12.6K- 50.3% |
$663K - $715K
|
12.5K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-13.4K- 17.28% |
$702K - $756K
|
64K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 27.9% |
$869K - $936K
|
42.8K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16.7K- 82.96% |
$879K - $948K
|
3.44K
$193K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.9K- 2.73% |
$938K - $1.01M
|
636K
$35.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20K- 32.79% |
$1.05M - $1.13M
|
40.9K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.8K- 21.05% |
$1.09M - $1.18M
|
78K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24K- 33.36% |
$1.26M - $1.36M
|
47.9K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.7K- 37.24% |
$1.3M - $1.4M
|
41.6K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.1K- 4.89% |
$1.37M - $1.48M
|
507K
$28.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26.1K- 50.0% |
$1.37M - $1.48M
|
26.1K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-26.5K- 29.34% |
$1.39M - $1.5M
|
63.9K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-26.9K- 14.24% |
$1.41M - $1.52M
|
162K
$9.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-32K- 85.73% |
$1.68M - $1.81M
|
5.33K
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-32.4K- 8.29% |
$1.7M - $1.83M
|
358K
$20.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-33K- 3.17% |
$1.73M - $1.87M
|
1.01M
$56.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-33K- 42.27% |
$1.73M - $1.87M
|
45.1K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-36.3K- 7.8% |
$1.91M - $2.06M
|
429K
$24.1M
|