Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 17.38% |
$77.1K - $86.5K
|
5.14K
$689K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-1.12K- 4.59% |
$79.5K - $89.2K
|
23.2K
$3.11M
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.47K- 4.85% |
$105K - $118K
|
28.9K
$3.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.54K- 20.79% |
$109K - $123K
|
5.85K
$783K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.6K- 14.21% |
$114K - $128K
|
9.68K
$1.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.66K- 36.33% |
$118K - $133K
|
2.91K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.74K- 2.27% |
$124K - $139K
|
74.9K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 28.19% |
$125K - $140K
|
4.47K
$599K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.43K- 33.68% |
$173K - $194K
|
4.78K
$640K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.47K- 20.3% |
$176K - $197K
|
9.68K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.96K- 35.83% |
$211K - $236K
|
5.29K
$709K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-3K- 88.02% |
$214K - $240K
|
408
$54.7K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.11K- 88.25% |
$222K - $249K
|
414
$55.5K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-3.19KClosed |
$227K - $255K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.21K- 49.49% |
$229K - $257K
|
3.28K
$439K
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
SELL
|
- |
-5.69K- 16.5% |
$406K - $455K
|
28.8K
$3.86M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.76K- 4.68% |
$411K - $461K
|
117K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.17K- 36.77% |
$440K - $493K
|
10.6K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-6.74K- 53.59% |
$480K - $539K
|
5.83K
$782K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.91K- 68.86% |
$492K - $552K
|
3.12K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.76K- 85.36% |
$553K - $621K
|
1.33K
$178K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.24K- 45.51% |
$659K - $739K
|
11.1K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.9K- 3.78% |
$778K - $872K
|
278K
$37.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.3K- 27.95% |
$803K - $901K
|
29K
$3.89M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 13.79% |
$1.59M - $1.78M
|
139K
$18.7M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.6K- 28.34% |
$1.89M - $2.12M
|
67.2K
$9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.6K- 5.39% |
$3.25M - $3.65M
|
800K
$107M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-63.1K- 98.3% |
$4.5M - $5.05M
|
1.09K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-64.6K- 82.98% |
$4.61M - $5.17M
|
13.3K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-82.9K- 31.28% |
$5.91M - $6.63M
|
182K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109K- 11.79% |
$7.76M - $8.71M
|
815K
$109M
|