Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED SELF-I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.46KNew |
$308K - $352K
|
8.46K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.67K+ 43.01% |
$97.1K - $111K
|
8.87K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
524New |
$19.1K - $21.8K
|
524
$19.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 4.26% |
$291 - $333
|
180
$6.66K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-158- 0.54% |
$5.76K - $6.57K
|
29K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-217- 95.59% |
$7.91K - $9.03K
|
10
$370
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-325- 2.1% |
$11.8K - $13.5K
|
15.1K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-333- 0.97% |
$12.1K - $13.9K
|
33.9K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-663- 5.16% |
$24.2K - $27.6K
|
12.2K
$451K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-678- 4.64% |
$24.7K - $28.2K
|
13.9K
$516K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.67K- 30.07% |
$97.1K - $111K
|
6.2K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-6.31K- 50.22% |
$230K - $262K
|
6.25K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-82K- 89.97% |
$2.99M - $3.41M
|
9.13K
$338K
|