Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
641KNew |
$52M - $56.7M
|
641K
$80M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
182KNew |
$14.8M - $16.1M
|
182K
$22.7M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
163K+ 6303.1% |
$13.2M - $14.4M
|
165K
$20.6M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
138K+ 28.65% |
$11.2M - $12.2M
|
621K
$77.4M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
86.8KNew |
$7.04M - $7.68M
|
86.8K
$10.8M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.5K+ 63.86% |
$3.94M - $4.29M
|
125K
$15.5M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17KNew |
$1.38M - $1.5M
|
17K
$2.12M
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
BUY
|
- |
13.7K+ 5.34% |
$1.11M - $1.21M
|
270K
$33.7M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 14.82% |
$991K - $1.08M
|
94.7K
$11.8M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 10.09% |
$874K - $953K
|
118K
$14.7M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.5K+ 3371.29% |
$848K - $924K
|
10.8K
$1.34M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.95K+ 15.94% |
$808K - $880K
|
72.4K
$9.02M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.05K+ 29.93% |
$734K - $800K
|
39.3K
$4.9M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.21K+ 1.11% |
$504K - $549K
|
565K
$70.4M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
6.01KNew |
$488K - $531K
|
6.01K
$749K
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.29KNew |
$430K - $468K
|
5.29K
$660K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
5.04KNew |
$409K - $446K
|
5.04K
$629K
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.29KNew |
$348K - $379K
|
4.29K
$535K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.06K+ 2.28% |
$329K - $359K
|
182K
$22.7M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
4.03KNew |
$327K - $356K
|
4.03K
$502K
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.51KNew |
$285K - $310K
|
3.51K
$437K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.5KNew |
$284K - $310K
|
3.5K
$437K
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
3.41KNew |
$276K - $301K
|
3.41K
$424K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.32K+ 15.14% |
$269K - $293K
|
25.2K
$3.15M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23K+ 653.85% |
$262K - $286K
|
3.72K
$464K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.15K+ 5.75% |
$255K - $278K
|
58K
$7.22M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.99K+ 6.97% |
$243K - $265K
|
46K
$5.73M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.88K+ 11.18% |
$233K - $254K
|
28.6K
$3.57M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.76K+ 47.79% |
$224K - $244K
|
8.52K
$1.06M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.49K+ 20.14% |
$202K - $220K
|
14.8K
$1.85M
|
|
Jan 12, 2024
Q3 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.27K+ 69.09% |
$184K - $200K
|
5.55K
$692K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.22K+ 8.23% |
$180K - $196K
|
29.2K
$3.64M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.2K+ 23.66% |
$179K - $195K
|
11.5K
$1.43M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
2.17K+ 6.66% |
$176K - $192K
|
34.8K
$4.34M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12K+ 6.34% |
$172K - $187K
|
35.5K
$4.43M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.11K+ 54.47% |
$171K - $186K
|
5.98K
$746K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.85K+ 43.12% |
$150K - $164K
|
6.14K
$765K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.37K+ 10.97% |
$111K - $121K
|
13.9K
$1.73M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.34K+ 6.59% |
$109K - $118K
|
21.7K
$2.7M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 42.68% |
$107K - $116K
|
4.4K
$548K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.16K+ 46.61% |
$94.1K - $103K
|
3.65K
$455K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
910+ 17.66% |
$73.8K - $80.5K
|
6.06K
$756K
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
870+ 33.33% |
$70.6K - $76.9K
|
3.48K
$434K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
833+ 16.55% |
$67.6K - $73.7K
|
5.87K
$731K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
772New |
$62.6K - $68.3K
|
772
$96.2K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
742+ 18.8% |
$60.2K - $65.6K
|
4.69K
$585K
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
705+ 2.52% |
$57.2K - $62.3K
|
28.7K
$3.58M
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
543New |
$44.1K - $48K
|
543
$67.7K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
521New |
$42.3K - $46.1K
|
521
$64.9K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
508+ 6.27% |
$41.2K - $44.9K
|
8.61K
$1.07M
|