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 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-26.5K- 29.34% |
$1.39M - $1.5M
|
63.9K
$3.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-26.9K- 14.24% |
$1.41M - $1.52M
|
162K
$9.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-32K- 85.73% |
$1.68M - $1.81M
|
5.33K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-32.4K- 8.29% |
$1.7M - $1.83M
|
358K
$20.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-33K- 3.17% |
$1.73M - $1.87M
|
1.01M
$58.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-33K- 42.27% |
$1.73M - $1.87M
|
45.1K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-36.3K- 7.8% |
$1.91M - $2.06M
|
429K
$24.8M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-37.3K- 11.61% |
$1.96M - $2.11M
|
284K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-38.4K- 56.19% |
$2.01M - $2.17M
|
29.9K
$1.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-38.8K- 89.15% |
$2.03M - $2.19M
|
4.72K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39.4K- 10.32% |
$2.07M - $2.23M
|
342K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.9K- 12.55% |
$2.15M - $2.32M
|
285K
$16.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44K- 89.4% |
$2.31M - $2.49M
|
5.21K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.7K- 4.94% |
$2.82M - $3.04M
|
1.03M
$59.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-62.5K- 24.18% |
$3.28M - $3.54M
|
196K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-72.5K- 14.11% |
$3.81M - $4.1M
|
441K
$25.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-74.6K- 43.28% |
$3.92M - $4.22M
|
97.8K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.7K- 43.46% |
$4.08M - $4.39M
|
101K
$5.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-88.6K- 85.28% |
$4.65M - $5.02M
|
15.3K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-108K- 69.65% |
$5.66M - $6.11M
|
47K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-108K- 88.6% |
$5.67M - $6.11M
|
13.9K
$802K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-112K- 18.9% |
$5.88M - $6.34M
|
481K
$27.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-114K- 27.89% |
$5.99M - $6.46M
|
295K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-119K- 7.97% |
$6.23M - $6.72M
|
1.37M
$79M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-130K- 93.86% |
$6.83M - $7.37M
|
8.52K
$491K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-133K- 10.77% |
$6.97M - $7.52M
|
1.1M
$63.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-137K- 37.03% |
$7.2M - $7.76M
|
233K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-137K- 97.34% |
$7.21M - $7.77M
|
3.75K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-145K- 11.08% |
$7.6M - $8.2M
|
1.16M
$67M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-147K- 41.93% |
$7.71M - $8.31M
|
203K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-148K- 43.57% |
$7.78M - $8.39M
|
192K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-180K- 73.79% |
$9.47M - $10.2M
|
64.1K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-191K- 9.52% |
$10M - $10.8M
|
1.81M
$105M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-204K- 71.03% |
$10.7M - $11.5M
|
83K
$4.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-333K- 59.75% |
$17.5M - $18.9M
|
224K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-366K- 59.72% |
$19.2M - $20.7M
|
247K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-415K- 26.81% |
$21.8M - $23.5M
|
1.13M
$65.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-668K- 2.97% |
$35.1M - $37.8M
|
21.8M
$1.26B
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-808K- 42.84% |
$42.4M - $45.7M
|
1.08M
$62.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.16M- 24.82% |
$61.1M - $65.9M
|
3.53M
$203M
|