Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-138- 15.15% |
$10.3K - $12.5K
|
773
$104K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-189- 1.04% |
$14.1K - $17.1K
|
18K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-252- 45.08% |
$18.9K - $22.8K
|
307
$41.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-254- 2.16% |
$19K - $23K
|
11.5K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-262- 3.96% |
$19.6K - $23.7K
|
6.35K
$851K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-301- 13.13% |
$22.5K - $27.2K
|
1.99K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-318- 51.79% |
$23.8K - $28.8K
|
296
$39.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-334- 12.72% |
$25K - $30.2K
|
2.29K
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-352- 0.64% |
$26.3K - $31.8K
|
54.2K
$7.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-391- 16.94% |
$29.3K - $35.4K
|
1.92K
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-531- 2.14% |
$39.7K - $48K
|
24.3K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-537- 0.68% |
$40.2K - $48.6K
|
79K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-543- 14.3% |
$40.6K - $49.1K
|
3.26K
$436K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-575- 1.52% |
$43K - $52K
|
37.2K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-649- 13.0% |
$48.6K - $58.7K
|
4.34K
$582K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-673- 13.32% |
$50.3K - $60.9K
|
4.38K
$587K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-791- 10.02% |
$59.2K - $71.5K
|
7.1K
$952K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-893- 8.08% |
$66.8K - $80.8K
|
10.2K
$1.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-905- 59.23% |
$67.7K - $81.9K
|
623
$83.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-962- 4.4% |
$72K - $87K
|
20.9K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 8.78% |
$82.2K - $99.4K
|
11.4K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.17K- 24.92% |
$87.2K - $105K
|
3.51K
$471K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.21K- 7.74% |
$90.6K - $110K
|
14.4K
$1.93M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.65K- 18.61% |
$123K - $149K
|
7.2K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.66K- 1.59% |
$124K - $150K
|
103K
$13.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-1.69K- 31.77% |
$126K - $153K
|
3.63K
$486K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.78K- 19.16% |
$133K - $161K
|
7.49K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.11K- 5.96% |
$158K - $191K
|
33.3K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.3K- 6.49% |
$172K - $208K
|
33.1K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3K- 3.48% |
$224K - $271K
|
83K
$11.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-3.88K- 14.98% |
$290K - $351K
|
22K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.15K- 98.41% |
$385K - $465K
|
83
$11.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-8.5K- 5.65% |
$636K - $768K
|
142K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13K- 44.83% |
$969K - $1.17M
|
15.9K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-16.1K- 64.0% |
$1.21M - $1.46M
|
9.08K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.2K- 6.37% |
$1.96M - $2.37M
|
385K
$51.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.2K- 5.42% |
$3.38M - $4.09M
|
788K
$106M
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-54.4K- 93.31% |
$4.07M - $4.92M
|
3.9K
$523K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.5K- 8.11% |
$5.2M - $6.29M
|
788K
$106M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-89.8K- 22.29% |
$6.72M - $8.12M
|
313K
$41.9M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-359K- 98.89% |
$26.9M - $32.5M
|
4.05K
$542K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.36M- 74.25% |
$102M - $123M
|
472K
$63.3M
|