Institutional Ownership Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $426 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
9,078
shares
|
$233,849
0.0% of portfolio
|
Q4 2024
Added 8888.12%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
7,085
shares
|
$182,509
0.08% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
3,337
shares
|
$85,961
0.02% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,798
shares
|
$72,076
0.01% of portfolio
|
Q3 2023
Reduced 42.52%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,325
shares
|
$59,892
0.01% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
953
shares
|
$24,549
0.0% of portfolio
|
Q4 2024
Reduced 58.89%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
888
shares
|
$22,874
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
590
shares
|
$15,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
348
shares
|
$8,964
0.0% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
319
shares
|
$8,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
268
shares
|
$6,903
0.0% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
151
shares
|
$3,889
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
101
shares
|
$2,601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
73
shares
|
$1,880
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
15
shares
|
$386
0.0% of portfolio
|
Q1 2025
Reduced 98.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|