Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
308+ 2.75% |
$26.8K - $35.4K
|
11.5K
$1.54M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
300New |
$26.1K - $34.5K
|
300
$40.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
281+ 9.98% |
$24.5K - $32.3K
|
3.1K
$415K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
277+ 0.28% |
$24.1K - $31.8K
|
101K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
266New |
$23.2K - $30.6K
|
266
$35.6K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
233+ 3.11% |
$20.3K - $26.8K
|
7.72K
$1.03M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
192+ 2.67% |
$16.7K - $22.1K
|
7.39K
$990K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
171New |
$14.9K - $19.6K
|
171
$22.9K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
165+ 1.41% |
$14.4K - $19K
|
11.9K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
124+ 6.23% |
$10.8K - $14.2K
|
2.12K
$283K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
114+ 2.6% |
$9.93K - $13.1K
|
4.5K
$602K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
76New |
$6.62K - $8.73K
|
76
$10.2K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70New |
$6.1K - $8.04K
|
70
$9.38K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
68New |
$5.92K - $7.81K
|
68
$9.11K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
67New |
$5.84K - $7.7K
|
67
$8.98K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 7.51% |
$5.31K - $7.01K
|
873
$117K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
35New |
$3.05K - $4.02K
|
35
$4.69K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
33+ 0.32% |
$2.87K - $3.79K
|
10.2K
$1.37M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28New |
$2.44K - $3.22K
|
28
$3.75K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28+ 32.94% |
$2.44K - $3.22K
|
113
$15.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 30.19% |
$1.39K - $1.84K
|
69
$9.25K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
16+ 0.21% |
$1.39K - $1.84K
|
7.59K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12+ 0.03% |
$1.05K - $1.38K
|
37.2K
$4.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12New |
$1.05K - $1.38K
|
12
$1.61K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11New |
$958 - $1.26K
|
11
$1.47K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
6+ 0.09% |
$523 - $689
|
6.74K
$903K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6New |
$523 - $689
|
6
$804
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.09% |
$348 - $459
|
4.35K
$582K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.0% |
$87.1 - $115
|
48.9K
$6.56M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.18% |
$87.1 - $115
|
570
$76.4K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-8- 0.18% |
$697 - $919
|
4.34K
$581K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-8- 0.18% |
$697 - $919
|
4.34K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-14- 1.24% |
$1.22K - $1.61K
|
1.11K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-19- 24.05% |
$1.65K - $2.18K
|
60
$8.04K
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-19- 0.08% |
$1.65K - $2.18K
|
24.3K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-31- 20.26% |
$2.7K - $3.56K
|
122
$16.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31- 10.47% |
$2.7K - $3.56K
|
265
$35.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-40- 0.87% |
$3.48K - $4.59K
|
4.58K
$614K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-43Closed |
$3.74K - $4.94K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 12.5% |
$4.35K - $5.74K
|
350
$46.9K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-75- 9.7% |
$6.53K - $8.61K
|
698
$93.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-112- 1.14% |
$9.75K - $12.9K
|
9.75K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-134- 0.62% |
$11.7K - $15.4K
|
21.5K
$2.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-145- 0.12% |
$12.6K - $16.7K
|
124K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-165- 4.23% |
$14.4K - $19K
|
3.74K
$501K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-213- 8.88% |
$18.6K - $24.5K
|
2.19K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-215- 1.5% |
$18.7K - $24.7K
|
14.1K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-218- 5.29% |
$19K - $25K
|
3.9K
$523K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-218- 3.84% |
$19K - $25K
|
5.46K
$731K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-225- 1.96% |
$19.6K - $25.8K
|
11.3K
$1.51M
|