Institutional Ownership Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 6.16 Million shares, which have been reported (via 13F filing form) to have a value of $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,673,578
shares
|
$62 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
866,963
shares
|
$32.1 Million
0.51% of portfolio
|
Q2 2023
Added 4.64%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
553,518
shares
|
$20.5 Million
11.01% of portfolio
|
Q2 2024
Added 6.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
539,055
shares
|
$20 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.11%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
422,710
shares
|
$15.6 Million
0.29% of portfolio
|
Q4 2024
Reduced 35.2%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
388,246
shares
|
$14.4 Million
0.15% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,578
shares
|
$7.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
162,145
shares
|
$6 Million
3.86% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
162,127
shares
|
$6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
137,784
shares
|
$5.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$4.97 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$4.97 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
87,716
shares
|
$3.25 Million
0.02% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
62,161
shares
|
$2.3 Million
0.0% of portfolio
|
Q4 2024
Added 68.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
55,965
shares
|
$2.07 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
46,787
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2024
Reduced 24.61%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
45,148
shares
|
$1.67 Million
0.07% of portfolio
|
Q4 2024
Added 359.24%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
33,862
shares
|
$1.25 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
31,935
shares
|
$1.18 Million
0.62% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,715
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
28,966
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
25,284
shares
|
$936,013
0.0% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
24,379
shares
|
$902,510
0.06% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
19,673
shares
|
$728,294
0.0% of portfolio
|
Q4 2024
Added 76.88%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
18,393
shares
|
$680,908
0.0% of portfolio
|
Q4 2024
Added 13.92%
|