Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
379New |
$27.6K - $30.1K
|
379
$51.6K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
258+ 3.17% |
$18.8K - $20.5K
|
8.39K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
242+ 3.98% |
$17.6K - $19.2K
|
6.32K
$860K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
234+ 1.28% |
$17K - $18.6K
|
18.5K
$2.51M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
142+ 4.29% |
$10.3K - $11.3K
|
3.45K
$469K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
134+ 2.53% |
$9.74K - $10.7K
|
5.43K
$738K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
126New |
$9.16K - $10K
|
126
$17.1K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
76+ 0.68% |
$5.53K - $6.04K
|
11.3K
$1.54M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
67+ 8.57% |
$4.87K - $5.33K
|
849
$116K
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
66+ 0.66% |
$4.8K - $5.25K
|
10.1K
$1.37M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
56+ 69.14% |
$4.07K - $4.45K
|
137
$18.6K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$3.64K - $3.98K
|
50
$6.8K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
44+ 16.73% |
$3.2K - $3.5K
|
307
$41.8K
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
43+ 0.24% |
$3.13K - $3.42K
|
18K
$2.45M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41+ 1.52% |
$2.98K - $3.26K
|
2.73K
$371K
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
10+ 0.16% |
$727 - $795
|
6.12K
$833K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.12% |
$436 - $477
|
4.98K
$678K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$72.7 - $79.5
|
553
$75.2K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$72.7 - $79.5
|
1
$136
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1- 0.02% |
$72.7 - $79.5
|
4.78K
$650K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-9- 8.57% |
$654 - $716
|
96
$13.1K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-19- 0.04% |
$1.38K - $1.51K
|
49.5K
$6.73M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20- 0.48% |
$1.45K - $1.59K
|
4.19K
$570K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 2.38% |
$1.89K - $2.07K
|
1.07K
$145K
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-29- 0.94% |
$2.11K - $2.31K
|
3.06K
$417K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-63- 55.75% |
$4.58K - $5.01K
|
50
$6.8K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-68- 1.74% |
$4.94K - $5.41K
|
3.85K
$524K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-81- 0.47% |
$5.89K - $6.44K
|
17.3K
$2.36M
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-102- 0.27% |
$7.42K - $8.11K
|
37.8K
$5.14M
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-114- 0.54% |
$8.29K - $9.07K
|
21.1K
$2.87M
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-139- 22.82% |
$10.1K - $11.1K
|
470
$64K
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-156- 2.85% |
$11.3K - $12.4K
|
5.32K
$724K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-156- 4.13% |
$11.3K - $12.4K
|
3.62K
$493K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-182- 49.32% |
$13.2K - $14.5K
|
187
$25.4K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-183- 5.19% |
$13.3K - $14.6K
|
3.35K
$455K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-213- 30.43% |
$15.5K - $16.9K
|
487
$66.3K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-254- 15.24% |
$18.5K - $20.2K
|
1.41K
$192K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-270- 5.06% |
$19.6K - $21.5K
|
5.07K
$689K
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-292- 7.15% |
$21.2K - $23.2K
|
3.79K
$516K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-294- 0.31% |
$21.4K - $23.4K
|
96.1K
$13.1M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-396- 3.55% |
$28.8K - $31.5K
|
10.8K
$1.47M
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-406- 12.75% |
$29.5K - $32.3K
|
2.78K
$378K
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-422- 3.28% |
$30.7K - $33.6K
|
12.5K
$1.69M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-425- 3.84% |
$30.9K - $33.8K
|
10.6K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-464- 4.71% |
$33.7K - $36.9K
|
9.39K
$1.28M
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-520- 25.5% |
$37.8K - $41.4K
|
1.52K
$207K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-521- 39.11% |
$37.9K - $41.4K
|
811
$110K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-643- 11.71% |
$46.7K - $51.1K
|
4.85K
$660K
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-656- 19.96% |
$47.7K - $52.2K
|
2.63K
$358K
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-664- 4.03% |
$48.3K - $52.8K
|
15.8K
$2.15M
|