Latest Institutional Purchases of Invesco Exchange Traded Self I (OMFS)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.1K+ 6.06% |
$1.09M - $1.29M
|
562K
$24.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 200.57% |
$793K - $941K
|
35.1K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.9K+ 137.37% |
$743K - $881K
|
37.9K
$1.66M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19.2K+ 4.3% |
$652K - $773K
|
467K
$20.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.6K+ 184.21% |
$528K - $626K
|
24K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$444K - $526K
|
13.1K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.79K+ 6.05% |
$332K - $393K
|
172K
$7.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.44KNew |
$218K - $259K
|
6.44K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.47K+ 1050.64% |
$83.6K - $99.2K
|
2.7K
$118K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.15KNew |
$38.9K - $46.2K
|
1.15K
$50.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
960New |
$32.5K - $38.6K
|
960
$42K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
607+ 7.55% |
$20.6K - $24.4K
|
8.65K
$378K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
484+ 4.97% |
$16.4K - $19.4K
|
10.2K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
209New |
$7.08K - $8.4K
|
209
$9.15K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
165+ 31.49% |
$5.59K - $6.63K
|
689
$30.2K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
102New |
$3.46K - $4.1K
|
102
$4.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.92KNew |
$143K - $163K
|
3.92K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.92K+ 13.48% |
$69.9K - $79.8K
|
16.2K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
861New |
$31.4K - $35.8K
|
861
$37.7K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.8KNew |
$575K - $650K
|
14.8K
$648K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
89New |
$3.46K - $3.91K
|
89
$3.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19New |
$738 - $834
|
19
$831
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14New |
$544 - $615
|
14
$613
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
16.8KNew |
$587K - $666K
|
16.8K
$733K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.08KNew |
$178K - $202K
|
5.08K
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.07KNew |
$72.5K - $82.3K
|
2.07K
$90.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
201New |
$7.04K - $7.99K
|
201
$8.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$35 - $39.7
|
102
$4.46K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
33.1K+ 6.36% |
$1.14M - $1.25M
|
554K
$24.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$367K - $402K
|
10.6K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$348K - $382K
|
10.1K
$442K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.37KNew |
$254K - $279K
|
7.37K
$323K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.58KNew |
$227K - $249K
|
6.58K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.59K+ 17.02% |
$54.9K - $60.2K
|
10.9K
$479K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
724New |
$24.9K - $27.4K
|
724
$31.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
346+ 3.41% |
$11.9K - $13.1K
|
10.5K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
63New |
$2.17K - $2.38K
|
63
$2.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$1.72K - $1.89K
|
50
$2.19K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.7KNew |
$878K - $954K
|
24.7K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
24.6K+ 4.48% |
$872K - $947K
|
573K
$25.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$35.5K - $38.6K
|
1K
$43.8K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
236New |
$8.38K - $9.1K
|
236
$10.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47New |
$1.67K - $1.81K
|
47
$2.06K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
11.1K+ 53.3% |
$354K - $442K
|
32.1K
$1.4M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
11.1KNew |
$352K - $439K
|
11.1K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 11.76% |
$333K - $415K
|
99.6K
$4.36M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.49KNew |
$206K - $257K
|
6.49K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.26KNew |
$199K - $248K
|
6.26K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.42KNew |
$45.2K - $56.4K
|
1.42K
$62.2K
|
|