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 69 institutions that hold shares in the stock, with a total of 6.2 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,808
shares
|
$239,231
0.16% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,921
shares
|
$161,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
1,297
shares
|
$53,423
0.01% of portfolio
|
Q1 2025
Reduced 34.89%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$41,190
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
715
shares
|
$29,450
0.0% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
689
shares
|
$28,379
0.0% of portfolio
|
Q2 2025
Added 31.49%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
500
shares
|
$20,595
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
401
shares
|
$16,517
0.0% of portfolio
|
Q1 2025
Reduced 32.49%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
235
shares
|
$9,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
180
shares
|
$7,414
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$6,178
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
108
shares
|
$4,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$2,059
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
28
shares
|
$1,153
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
26
shares
|
$1,070
0.0% of portfolio
|
Q3 2024
Reduced 93.26%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
19
shares
|
$782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
14
shares
|
$576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
13
shares
|
$535
0.0% of portfolio
|
Q4 2024
Reduced 90.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|