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 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,279
shares
|
$250,293
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,633
shares
|
$234,563
0.22% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
7,785
shares
|
$189,564
0.09% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$97,400
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,156
shares
|
$76,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,798
shares
|
$68,131
0.01% of portfolio
|
Q3 2023
Reduced 42.52%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,571
shares
|
$62,603
0.01% of portfolio
|
Q4 2024
Added 90.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,318
shares
|
$56,443
0.0% of portfolio
|
Q3 2024
Added 258.82%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
818
shares
|
$19,918
0.0% of portfolio
|
Q4 2024
Reduced 96.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
348
shares
|
$8,473
0.0% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
295
shares
|
$7,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
280
shares
|
$6,818
0.0% of portfolio
|
Q4 2024
Reduced 96.77%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
151
shares
|
$3,676
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
101
shares
|
$2,459
0.0% of portfolio
|
Q3 2024
Added 106.12%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
73
shares
|
$1,777
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|