Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.8K- 18.49% |
$94.8K - $112K
|
12.3K
$504K
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-989- 7.09% |
$33.5K - $39.7K
|
13K
$529K
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-444- 7.1% |
$15K - $17.8K
|
5.81K
$237K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4- 0.03% |
$136 - $161
|
12.2K
$497K
|
|
Q1 2025 | |||||||
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-82K- 89.97% |
$2.99M - $3.41M
|
9.13K
$373K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-73K- 83.25% |
$2.66M - $3.04M
|
14.7K
$600K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.6K- 73.97% |
$1.26M - $1.44M
|
12.2K
$497K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.9K- 55.16% |
$907K - $1.04M
|
20.2K
$827K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-21.1K- 4.99% |
$768K - $878K
|
402K
$16.4M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.18K- 1.7% |
$335K - $382K
|
530K
$21.6M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.4K- 33.21% |
$306K - $349K
|
16.9K
$690K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.85K- 5.69% |
$286K - $326K
|
130K
$5.31M
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-4.68K- 2.89% |
$170K - $195K
|
157K
$6.43M
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-2.95K- 9.25% |
$108K - $123K
|
29K
$1.18M
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.67K- 30.07% |
$97.1K - $111K
|
6.2K
$253K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.25KClosed |
$45.5K - $52K
|
0
$0
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 10.94% |
$42.2K - $48.2K
|
9.43K
$385K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-896- 7.12% |
$32.6K - $37.3K
|
11.7K
$477K
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-695- 34.89% |
$25.3K - $28.9K
|
1.3K
$53K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-348- 4.15% |
$12.7K - $14.5K
|
8.04K
$328K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-333- 0.97% |
$12.1K - $13.9K
|
33.9K
$1.38M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-217- 95.59% |
$7.91K - $9.03K
|
10
$408
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-193- 32.49% |
$7.03K - $8.03K
|
401
$16.4K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-158- 0.54% |
$5.76K - $6.57K
|
29K
$1.18M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-135- 0.08% |
$4.92K - $5.62K
|
162K
$6.62M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47- 0.08% |
$1.71K - $1.96K
|
62.1K
$2.54M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25- 0.26% |
$911 - $1.04K
|
9.75K
$398K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 4.26% |
$291 - $333
|
180
$7.35K
|
|
Q4 2024 | |||||||
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-14.6K- 70.84% |
$567K - $641K
|
6.01K
$245K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 67.46% |
$451K - $510K
|
5.6K
$229K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.64K- 31.12% |
$180K - $204K
|
10.3K
$420K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-124- 90.51% |
$4.81K - $5.44K
|
13
$531
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-90- 1.27% |
$3.49K - $3.95K
|
7.02K
$287K
|
|
Q3 2024 | |||||||
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.6K- 71.01% |
$511K - $580K
|
5.96K
$243K
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-11.6K- 15.91% |
$406K - $460K
|
61.2K
$2.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.02K- 2.02% |
$141K - $160K
|
195K
$7.95M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.42K- 93.19% |
$49.8K - $56.6K
|
104
$4.25K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-360- 93.26% |
$12.6K - $14.3K
|
26
$1.06K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-283- 28.36% |
$9.91K - $11.2K
|
715
$29.2K
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-47- 0.69% |
$1.65K - $1.87K
|
6.75K
$276K
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-14- 0.23% |
$482 - $530
|
6.11K
$250K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-38.3K- 86.0% |
$1.36M - $1.48M
|
6.24K
$255K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-296- 3.61% |
$10.5K - $11.4K
|
7.9K
$323K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-134- 23.63% |
$4.76K - $5.17K
|
433
$17.7K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-482K- 96.62% |
$15.3M - $19.1M
|
16.8K
$688K
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.18K- 36.15% |
$101K - $126K
|
5.61K
$229K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-551- 38.64% |
$17.5K - $21.8K
|
875
$35.7K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 35.12% |
$880K - $1M
|
48.5K
$1.98M
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.16K- 99.91% |
$38.7K - $42.2K
|
1
$40.8
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-25.3K- 59.47% |
$852K - $980K
|
17.2K
$703K
|