Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8New |
$420 - $453
|
8
$422
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
7+ 0.13% |
$367 - $396
|
5.32K
$281K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6+ 0.14% |
$315 - $339
|
4.27K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
4+ 0.07% |
$210 - $226
|
5.56K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$157 - $170
|
2.59K
$137K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$105 - $113
|
4.88K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.08% |
$105 - $113
|
2.47K
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$105 - $113
|
8.15K
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.11% |
$52.5 - $56.6
|
919
$48.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 26.32% |
$525 - $566
|
28
$1.48K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 0.66% |
$577 - $622
|
1.65K
$86.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-36- 0.2% |
$1.89K - $2.04K
|
18.3K
$965K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-61- 0.15% |
$3.2K - $3.45K
|
41.2K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-61- 0.69% |
$3.2K - $3.45K
|
8.79K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-96- 1.77% |
$5.04K - $5.43K
|
5.33K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-112- 2.47% |
$5.88K - $6.34K
|
4.42K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-122- 90.37% |
$6.4K - $6.9K
|
13
$686
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-123- 0.48% |
$6.46K - $6.96K
|
25.7K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-137- 3.58% |
$7.19K - $7.75K
|
3.69K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-170- 4.31% |
$8.92K - $9.62K
|
3.78K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-199- 2.19% |
$10.4K - $11.3K
|
8.87K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-224- 26.54% |
$11.8K - $12.7K
|
620
$32.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-240- 0.89% |
$12.6K - $13.6K
|
26.8K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-241- 4.71% |
$12.7K - $13.6K
|
4.87K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-264- 32.12% |
$13.9K - $14.9K
|
558
$29.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-304- 5.32% |
$16K - $17.2K
|
5.41K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 2.0% |
$21K - $22.6K
|
19.6K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-582- 12.64% |
$30.5K - $32.9K
|
4.02K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-665- 7.5% |
$34.9K - $37.6K
|
8.2K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-692- 1.31% |
$36.3K - $39.2K
|
52.3K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-757- 6.96% |
$39.7K - $42.8K
|
10.1K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-803- 8.11% |
$42.1K - $45.4K
|
9.1K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-841- 0.69% |
$44.1K - $47.6K
|
121K
$6.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-851- 5.43% |
$44.7K - $48.1K
|
14.8K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.1K- 18.35% |
$57.7K - $62.2K
|
4.9K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-1.15K- 16.04% |
$60.5K - $65.2K
|
6.03K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.24K- 4.36% |
$65.2K - $70.3K
|
27.3K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.33K- 2.65% |
$69.9K - $75.4K
|
48.9K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.51K- 18.46% |
$79.2K - $85.4K
|
6.67K
$352K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.76K- 3.87% |
$92.5K - $99.7K
|
43.8K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.92K- 0.42% |
$101K - $109K
|
456K
$24.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.93K- 28.25% |
$101K - $109K
|
4.89K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.94K- 31.67% |
$102K - $110K
|
4.19K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.02K- 1.47% |
$106K - $114K
|
135K
$7.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.04K- 14.43% |
$107K - $116K
|
12.1K
$639K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.07K- 5.78% |
$109K - $117K
|
33.7K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.52K- 33.48% |
$132K - $142K
|
5K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.58K- 6.43% |
$135K - $146K
|
37.5K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-2.91K- 7.14% |
$153K - $165K
|
37.9K
$2M
|