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 69 institutions that hold shares in the stock, with a total of 7.23 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
1,766,509
shares
|
$70.3 Million
0.01% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,028,841
shares
|
$41 Million
0.02% of portfolio
|
Q2 2024
Reduced 30.95%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
866,963
shares
|
$34.5 Million
0.51% of portfolio
|
Q2 2023
Added 4.64%
|
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
835,543
shares
|
$33.3 Million
0.58% of portfolio
|
Q1 2024
Reduced 13.07%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
553,518
shares
|
$22 Million
11.01% of portfolio
|
Q2 2024
Added 6.36%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
357,101
shares
|
$14.2 Million
0.14% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
233,033
shares
|
$9.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,578
shares
|
$7.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$5.35 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$5.35 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Aug 16, 2024 Q2 2024 |
115,979
shares
|
$4.62 Million
3.17% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
92,414
shares
|
$3.68 Million
0.68% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
89,257
shares
|
$3.55 Million
0.02% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
72,821
shares
|
$2.9 Million
0.27% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
72,128
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2024
Added 293.03%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
57,583
shares
|
$2.29 Million
0.1% of portfolio
|
Q2 2024
Reduced 82.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
55,965
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 13, 2024 Q2 2024 |
41,537
shares
|
$1.65 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
35,517
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 55.65%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
34,000
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
29,834
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
29,352
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 35.91%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
28,440
shares
|
$1.13 Million
0.33% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
26,352
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
20,452
shares
|
$814,398
0.0% of portfolio
|
Q2 2024
Reduced 91.36%
|