Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
612+ 3.93% |
$42K - $51.1K
|
16.2K
$2.17M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
530+ 5.66% |
$36.4K - $44.2K
|
9.89K
$1.33M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
473+ 7.49% |
$32.5K - $39.5K
|
6.79K
$909K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
384+ 0.6% |
$26.4K - $32K
|
64.9K
$8.7M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
243+ 5.96% |
$16.7K - $20.3K
|
4.32K
$579K
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
198+ 1.73% |
$13.6K - $16.5K
|
11.6K
$1.56M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
195+ 139.29% |
$13.4K - $16.3K
|
335
$44.9K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
171New |
$11.7K - $14.3K
|
171
$22.9K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 1309.09% |
$9.89K - $12K
|
155
$20.8K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
121+ 3.77% |
$8.31K - $10.1K
|
3.33K
$446K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
112New |
$7.69K - $9.34K
|
112
$15K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
107+ 1.72% |
$7.35K - $8.93K
|
6.32K
$846K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100New |
$6.87K - $8.34K
|
100
$13.4K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
92+ 0.47% |
$6.32K - $7.67K
|
19.5K
$2.62M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
80+ 0.47% |
$5.49K - $6.67K
|
17.2K
$2.31M
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
78+ 0.21% |
$5.35K - $6.51K
|
37.9K
$5.07M
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
66+ 1.68% |
$4.53K - $5.51K
|
3.98K
$534K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60+ 1.4% |
$4.12K - $5.01K
|
4.36K
$584K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.39% |
$1.51K - $1.84K
|
5.72K
$767K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 0.49% |
$1.44K - $1.75K
|
4.27K
$573K
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
18+ 0.44% |
$1.24K - $1.5K
|
4.11K
$550K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.27% |
$961 - $1.17K
|
5.29K
$709K
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8+ 0.18% |
$549 - $667
|
4.44K
$594K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.35% |
$275 - $334
|
1.14K
$153K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.43% |
$206 - $250
|
698
$93.5K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.72% |
$68.7 - $83.4
|
57
$7.64K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.18% |
$549 - $667
|
4.44K
$595K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-11Closed |
$755 - $918
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-77- 0.15% |
$5.29K - $6.42K
|
51.9K
$6.96M
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-84- 3.35% |
$5.77K - $7.01K
|
2.42K
$325K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-92- 0.83% |
$6.32K - $7.67K
|
11K
$1.48M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-102- 1.56% |
$7K - $8.51K
|
6.45K
$864K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-125- 1.21% |
$8.58K - $10.4K
|
10.2K
$1.37M
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-125- 3.66% |
$8.58K - $10.4K
|
3.29K
$441K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-143- 0.28% |
$9.82K - $11.9K
|
50.9K
$6.82M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-230- 2.08% |
$15.8K - $19.2K
|
10.8K
$1.45M
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-323- 3.36% |
$22.2K - $26.9K
|
9.29K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-350- 0.85% |
$24K - $29.2K
|
40.8K
$5.47M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-354- 1.54% |
$24.3K - $29.5K
|
22.6K
$3.03M
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
SELL
|
- |
-377- 6.51% |
$25.9K - $31.4K
|
5.42K
$726K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-387- 7.46% |
$26.6K - $32.3K
|
4.8K
$643K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-389- 7.87% |
$26.7K - $32.5K
|
4.56K
$611K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-416- 5.12% |
$28.6K - $34.7K
|
7.71K
$1.03M
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-431- 20.12% |
$29.6K - $36K
|
1.71K
$229K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-515- 7.91% |
$35.4K - $43K
|
6K
$803K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-555- 13.68% |
$38.1K - $46.3K
|
3.5K
$469K
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-600- 5.74% |
$41.2K - $50.1K
|
9.85K
$1.32M
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-700- 8.96% |
$48.1K - $58.4K
|
7.11K
$953K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-788- 9.97% |
$54.1K - $65.7K
|
7.12K
$954K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-791- 3.63% |
$54.3K - $66K
|
21K
$2.81M
|