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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
987KNew |
$51.8M - $55.8M
|
987K
$55.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
817KNew |
$42.9M - $46.2M
|
817K
$45.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
287KNew |
$15.1M - $16.2M
|
287K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
250KNew |
$13.1M - $14.1M
|
250K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
163KNew |
$8.54M - $9.21M
|
163K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 3.11% |
$8.18M - $8.81M
|
5.16M
$289M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
104K+ 46.71% |
$5.48M - $5.9M
|
328K
$18.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
89.7KNew |
$4.71M - $5.07M
|
89.7K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
89.2K+ 23.34% |
$4.68M - $5.05M
|
471K
$26.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.9K+ 41.44% |
$3.51M - $3.79M
|
228K
$12.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
64.2K+ 37.53% |
$3.37M - $3.63M
|
235K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
45K+ 7.76% |
$2.36M - $2.55M
|
626K
$35M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.6K+ 6.35% |
$2.03M - $2.18M
|
647K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.5K+ 259.67% |
$1.81M - $1.95M
|
47.8K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
33K+ 69.86% |
$1.73M - $1.87M
|
80.2K
$4.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
32.7K+ 3.44% |
$1.72M - $1.85M
|
984K
$55.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32K+ 85.41% |
$1.68M - $1.81M
|
69.5K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31K+ 3.72% |
$1.63M - $1.75M
|
866K
$48.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.7KNew |
$1.51M - $1.63M
|
28.7K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
25.2K+ 11.87% |
$1.32M - $1.42M
|
237K
$13.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
25.1KNew |
$1.32M - $1.42M
|
25.1K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.6KNew |
$1.13M - $1.22M
|
21.6K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.8KNew |
$1.09M - $1.18M
|
20.8K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
20.1KNew |
$1.05M - $1.14M
|
20.1K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
18.9K+ 0.33% |
$990K - $1.07M
|
5.69M
$319M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.6KNew |
$925K - $997K
|
17.6K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.4K+ 23.46% |
$859K - $926K
|
86.1K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16KNew |
$840K - $905K
|
16K
$896K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
15.7K+ 2.93% |
$826K - $891K
|
553K
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14K+ 21.9% |
$735K - $792K
|
78K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
13.7KNew |
$718K - $774K
|
13.7K
$766K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.4K+ 17.97% |
$702K - $756K
|
87.8K
$4.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.1K+ 21.73% |
$687K - $740K
|
73.3K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.8K+ 46.88% |
$672K - $725K
|
40.1K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.5K+ 60.8% |
$603K - $650K
|
30.4K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
10.5K+ 6.15% |
$550K - $593K
|
181K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
10KNew |
$525K - $566K
|
10K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.63KNew |
$453K - $488K
|
8.63K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.4KNew |
$441K - $475K
|
8.4K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
8.21KNew |
$431K - $465K
|
8.21K
$460K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.81K+ 49.07% |
$410K - $442K
|
23.7K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
7.46K+ 0.14% |
$392K - $422K
|
5.38M
$301M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.99K+ 36.89% |
$367K - $395K
|
25.9K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.51K+ 62.19% |
$342K - $369K
|
17K
$952K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.42K+ 12.72% |
$337K - $363K
|
56.9K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.56K+ 16.54% |
$292K - $314K
|
39.2K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.29KNew |
$278K - $299K
|
5.29K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.82K+ 12.8% |
$253K - $273K
|
42.5K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.79KNew |
$251K - $271K
|
4.79K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.79KNew |
$251K - $271K
|
4.79K
$268K
|