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 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $421 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
|
$225,860
0.0% of portfolio
|
Q4 2024
Added 8888.12%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
6,585
shares
|
$163,834
0.07% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
4,597
shares
|
$114,373
0.03% of portfolio
|
Q4 2024
Reduced 68.01%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
3,737
shares
|
$92,976
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,798
shares
|
$69,614
0.01% of portfolio
|
Q3 2023
Reduced 42.52%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,571
shares
|
$63,966
0.01% of portfolio
|
Q4 2024
Added 90.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
953
shares
|
$23,710
0.0% of portfolio
|
Q4 2024
Reduced 58.89%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
888
shares
|
$22,093
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
818
shares
|
$20,351
0.0% of portfolio
|
Q4 2024
Reduced 96.07%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
565
shares
|
$14,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
348
shares
|
$8,658
0.0% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
295
shares
|
$7,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
280
shares
|
$6,966
0.0% of portfolio
|
Q4 2024
Reduced 96.77%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
151
shares
|
$3,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
73
shares
|
$1,816
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$24
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
|