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 66 institutions that hold shares in the stock, with a total of 6.23 Million shares, which have been reported (via 13F filing form) to have a value of $231 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,249
shares
|
$46,312
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$37,080
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
715
shares
|
$26,512
0.0% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
594
shares
|
$22,025
0.0% of portfolio
|
Q4 2024
Reduced 35.08%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
500
shares
|
$18,540
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
227
shares
|
$8,417
0.0% of portfolio
|
Q4 2024
Reduced 98.36%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
188
shares
|
$6,971
0.01% of portfolio
|
Q4 2024
Reduced 96.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$5,562
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
102
shares
|
$3,782
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
89
shares
|
$3,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$1,854
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
28
shares
|
$1,038
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
26
shares
|
$964
0.0% of portfolio
|
Q3 2024
Reduced 93.26%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
19
shares
|
$704
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
14
shares
|
$519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
13
shares
|
$482
0.0% of portfolio
|
Q4 2024
Reduced 90.51%
|