Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q4 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 |
---|---|---|---|---|---|---|---|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.61KNew |
$188K - $211K
|
2.61K
$338K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.26K+ 24.98% |
$163K - $182K
|
11.3K
$1.46M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.1KNew |
$152K - $170K
|
2.1K
$272K
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.81K+ 28.25% |
$131K - $146K
|
8.22K
$1.07M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.68K+ 19.82% |
$121K - $136K
|
10.2K
$1.32M
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1.62K+ 35.59% |
$117K - $131K
|
6.18K
$800K
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.55K+ 8.52% |
$112K - $125K
|
19.7K
$2.55M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.43K+ 25.05% |
$103K - $116K
|
7.16K
$927K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 24.18% |
$77.5K - $86.8K
|
5.52K
$714K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
967+ 4.95% |
$69.8K - $78.1K
|
20.5K
$2.66M
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
879+ 5.42% |
$63.4K - $71K
|
17.1K
$2.21M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
751+ 11.64% |
$54.2K - $60.7K
|
7.2K
$933K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
668+ 0.85% |
$48.2K - $54K
|
79.1K
$10.2M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
664New |
$47.9K - $53.7K
|
664
$86K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
550New |
$39.7K - $44.4K
|
550
$71.3K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
445New |
$32.1K - $36K
|
445
$57.6K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
396+ 4.0% |
$28.6K - $32K
|
10.3K
$1.33M
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
380New |
$27.4K - $30.7K
|
380
$49.2K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
350+ 3.23% |
$25.2K - $28.3K
|
11.2K
$1.45M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
317+ 2.88% |
$22.9K - $25.6K
|
11.3K
$1.47M
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
304+ 2.62% |
$21.9K - $24.6K
|
11.9K
$1.54M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
295New |
$21.3K - $23.8K
|
295
$38.2K
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
268+ 3.77% |
$19.3K - $21.7K
|
7.38K
$956K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$18K - $20.2K
|
250
$32.4K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
217New |
$15.7K - $17.5K
|
217
$28.1K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
202+ 130.32% |
$14.6K - $16.3K
|
357
$46.2K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
202+ 130.32% |
$14.6K - $16.3K
|
357
$46.2K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
186New |
$13.4K - $15K
|
186
$24.1K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
147New |
$10.6K - $11.9K
|
147
$19K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
131+ 4.26% |
$9.45K - $10.6K
|
3.2K
$415K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
116+ 1.71% |
$8.37K - $9.37K
|
6.9K
$894K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
107New |
$7.72K - $8.65K
|
107
$13.9K
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
91+ 2.28% |
$6.56K - $7.35K
|
4.08K
$528K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
90New |
$6.49K - $7.27K
|
90
$11.7K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85New |
$6.13K - $6.87K
|
85
$11K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$3.61K - $4.04K
|
50
$6.48K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$3.1K - $3.47K
|
86
$11.1K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
29+ 0.95% |
$2.09K - $2.34K
|
3.09K
$400K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$1.44K - $1.62K
|
3.94K
$510K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 0.42% |
$1.37K - $1.54K
|
4.58K
$593K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.75% |
$72.1 - $80.8
|
58
$7.51K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.11% |
$72.1 - $80.8
|
934
$121K
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$72.1 - $80.8
|
6.61K
$856K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-2- 0.02% |
$144 - $162
|
9.29K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-8- 0.15% |
$577 - $646
|
5.29K
$685K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 0.35% |
$1.08K - $1.21K
|
4.26K
$552K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.52% |
$1.44K - $1.62K
|
3.85K
$499K
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-34- 6.54% |
$2.45K - $2.75K
|
486
$63K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.49% |
$3.61K - $4.04K
|
10.2K
$1.32M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-52- 2.47% |
$3.75K - $4.2K
|
2.06K
$266K
|