Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO EX TR SELF INDX FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
221K+ 138.65% |
$5.93M - $6.22M
|
381K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20K+ 6.44% |
$537K - $563K
|
331K
$9.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.9K+ 5.23% |
$452K - $474K
|
339K
$9.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13.2K+ 8.18% |
$355K - $372K
|
175K
$5.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.8K+ 13.65% |
$343K - $359K
|
106K
$3.09M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.4KNew |
$279K - $292K
|
10.4K
$302K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9.13KNew |
$245K - $257K
|
9.13K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7.45KNew |
$200K - $210K
|
7.45K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.91K+ 34.89% |
$158K - $166K
|
22.8K
$663K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.85K+ 32.61% |
$130K - $136K
|
19.7K
$573K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.73K+ 4.25% |
$73.3K - $76.9K
|
67.1K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.65K+ 10.03% |
$71K - $74.4K
|
29K
$843K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.63K+ 498.48% |
$70.6K - $74K
|
3.16K
$91.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.51K+ 8.63% |
$67.4K - $70.7K
|
31.6K
$919K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.51K+ 3.72% |
$67.3K - $70.6K
|
70K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.37K+ 166.92% |
$63.6K - $66.7K
|
3.79K
$110K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.19K+ 14.38% |
$58.6K - $61.4K
|
17.4K
$505K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.42K+ 20.62% |
$38.2K - $40K
|
8.32K
$242K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.38K+ 17.44% |
$36.9K - $38.7K
|
9.26K
$269K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.14K+ 9.08% |
$30.5K - $31.9K
|
13.6K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.13K+ 1.73% |
$30.2K - $31.6K
|
66.1K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.12K+ 0.19% |
$30K - $31.4K
|
576K
$16.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.04K+ 12.94% |
$27.8K - $29.1K
|
9.03K
$262K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
824+ 6.18% |
$22.1K - $23.2K
|
14.2K
$411K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
368+ 5.19% |
$9.87K - $10.3K
|
7.45K
$216K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
322New |
$8.64K - $9.05K
|
322
$9.35K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
167New |
$4.48K - $4.7K
|
167
$4.85K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.24% |
$53.6 - $56.2
|
821
$23.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$26.8 - $28.1
|
1
$29
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-65- 2.07% |
$1.74K - $1.83K
|
3.07K
$89.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-89- 11.42% |
$2.39K - $2.5K
|
690
$20K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.06K- 4.29% |
$28.5K - $29.8K
|
23.7K
$688K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.47K- 60.05% |
$39.4K - $41.3K
|
978
$28.4K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.71K- 12.03% |
$45.9K - $48.1K
|
12.5K
$363K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.45K- 1.95% |
$92.6K - $97K
|
174K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.11K- 63.23% |
$137K - $144K
|
2.97K
$86.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.5K- 67.35% |
$281K - $295K
|
5.08K
$148K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-33.1K- 19.64% |
$887K - $930K
|
135K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-36.2K- 9.7% |
$970K - $1.02M
|
337K
$9.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-55.1K- 0.38% |
$1.48M - $1.55M
|
14.3M
$416M
|
|