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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-376K- 41.11% |
$14.6M - $16.5M
|
539K
$22.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-230K- 35.2% |
$8.91M - $10.1M
|
423K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-84.6K- 87.07% |
$3.28M - $3.71M
|
12.6K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-45.6K- 2.65% |
$1.77M - $2M
|
1.67M
$68.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.3K- 24.61% |
$593K - $671K
|
46.8K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-14.6K- 70.84% |
$567K - $641K
|
6.01K
$247K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-13.6K- 98.36% |
$529K - $599K
|
227
$9.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-13K- 45.63% |
$504K - $570K
|
15.5K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.3K- 41.78% |
$476K - $538K
|
17.1K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 67.46% |
$451K - $510K
|
5.6K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.34K- 20.04% |
$246K - $278K
|
25.3K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-5.69K- 96.8% |
$221K - $250K
|
188
$7.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.4K- 24.65% |
$132K - $149K
|
10.4K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.23K- 9.17% |
$125K - $142K
|
31.9K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.88K- 2.05% |
$112K - $127K
|
138K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.97K- 7.49% |
$76.6K - $86.6K
|
24.4K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.9K- 18.49% |
$73.9K - $83.5K
|
8.39K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 1.44% |
$51.5K - $58.3K
|
91.1K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.18K- 37.2% |
$45.8K - $51.8K
|
1.99K
$82K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.12K- 7.13% |
$43.6K - $49.3K
|
14.6K
$602K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-613- 3.61% |
$23.8K - $26.9K
|
16.4K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-324- 2.97% |
$12.6K - $14.2K
|
10.6K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-321- 35.08% |
$12.5K - $14.1K
|
594
$24.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-214- 0.62% |
$8.31K - $9.39K
|
34.2K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-124- 90.51% |
$4.81K - $5.44K
|
13
$535
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109- 1.1% |
$4.23K - $4.79K
|
9.77K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-90- 1.27% |
$3.49K - $3.95K
|
7.02K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-58- 0.45% |
$2.25K - $2.55K
|
12.8K
$529K
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.6K- 71.01% |
$511K - $580K
|
5.96K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-11.6K- 15.91% |
$406K - $460K
|
61.2K
$2.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.02K- 2.02% |
$141K - $160K
|
195K
$8.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.42K- 93.19% |
$49.8K - $56.6K
|
104
$4.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.01K- 5.73% |
$35.5K - $40.3K
|
16.7K
$688K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-360- 93.26% |
$12.6K - $14.3K
|
26
$1.07K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-283- 28.36% |
$9.91K - $11.2K
|
715
$29.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-47- 0.69% |
$1.65K - $1.87K
|
6.75K
$278K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.74K- 30.75% |
$163K - $179K
|
10.7K
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-14- 0.23% |
$482 - $530
|
6.11K
$252K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-38.3K- 86.0% |
$1.36M - $1.48M
|
6.24K
$257K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-296- 3.61% |
$10.5K - $11.4K
|
7.9K
$325K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-134- 23.63% |
$4.76K - $5.17K
|
433
$17.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-482K- 96.62% |
$15.3M - $19.1M
|
16.8K
$693K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.18K- 36.15% |
$101K - $126K
|
5.61K
$231K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-551- 38.64% |
$17.5K - $21.8K
|
875
$36K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 35.12% |
$880K - $1M
|
48.5K
$2M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.16K- 99.91% |
$38.7K - $42.2K
|
1
$41.2
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-25.3K- 59.47% |
$852K - $980K
|
17.2K
$709K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.92K- 39.63% |
$127K - $144K
|
5.97K
$246K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-20.9KClosed |
$683K - $833K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.27KClosed |
$238K - $290K
|
0
$0
|
|