Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q4 2024. 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, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
537KNew |
$64.3M - $73.2M
|
537K
$70.5M
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
287KNew |
$34.3M - $39.1M
|
287K
$37.6M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
224K+ 918.26% |
$26.8M - $30.6M
|
249K
$32.6M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
144K+ 139.46% |
$17.2M - $19.6M
|
247K
$32.4M
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
99.2KNew |
$11.9M - $13.5M
|
99.2K
$13M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
86.2K+ 24.59% |
$10.3M - $11.7M
|
437K
$57.3M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74K+ 394.15% |
$8.85M - $10.1M
|
92.8K
$12.2M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
72.6KNew |
$8.69M - $9.9M
|
72.6K
$9.53M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
63K+ 90.34% |
$7.53M - $8.58M
|
133K
$17.4M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
61.8KNew |
$7.4M - $8.43M
|
61.8K
$8.11M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.8KNew |
$7.03M - $8.01M
|
58.8K
$7.71M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
55.8KNew |
$6.68M - $7.61M
|
55.8K
$7.32M
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
54.8KNew |
$6.56M - $7.47M
|
54.8K
$7.19M
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
51.1KNew |
$6.11M - $6.96M
|
51.1K
$6.7M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48K+ 28.48% |
$5.74M - $6.54M
|
216K
$28.4M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
45.1KNew |
$5.39M - $6.15M
|
45.1K
$5.91M
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
43.4KNew |
$5.19M - $5.91M
|
43.4K
$5.69M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
37.7KNew |
$4.51M - $5.14M
|
37.7K
$4.95M
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
35.3KNew |
$4.22M - $4.81M
|
35.3K
$4.62M
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
32.9K+ 1383.22% |
$3.93M - $4.48M
|
35.3K
$4.63M
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
26KNew |
$3.11M - $3.54M
|
26K
$3.4M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
25.5KNew |
$3.05M - $3.48M
|
25.5K
$3.35M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.5KNew |
$2.93M - $3.33M
|
24.5K
$3.21M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24K+ 582.68% |
$2.87M - $3.26M
|
28.1K
$3.68M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
20.5KNew |
$2.45M - $2.79M
|
20.5K
$2.68M
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
19.3K+ 61.63% |
$2.3M - $2.63M
|
50.5K
$6.63M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.8KNew |
$2.01M - $2.29M
|
16.8K
$2.2M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.3K+ 35.18% |
$1.94M - $2.22M
|
62.5K
$8.19M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15.6KNew |
$1.86M - $2.12M
|
15.6K
$2.04M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.5KNew |
$1.85M - $2.11M
|
15.5K
$2.03M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
14.6KNew |
$1.75M - $1.99M
|
14.6K
$1.92M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14K+ 62.58% |
$1.67M - $1.91M
|
36.3K
$4.77M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3KNew |
$1.47M - $1.68M
|
12.3K
$1.61M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12KNew |
$1.44M - $1.64M
|
12K
$1.58M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.6K+ 479.86% |
$1.38M - $1.58M
|
14K
$1.83M
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
11.6KNew |
$1.38M - $1.58M
|
11.6K
$1.52M
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
11.4KNew |
$1.36M - $1.55M
|
11.4K
$1.49M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.2KNew |
$1.33M - $1.52M
|
11.2K
$1.46M
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
10.3KNew |
$1.24M - $1.41M
|
10.3K
$1.36M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.51KNew |
$1.02M - $1.16M
|
8.51K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.41KNew |
$1.01M - $1.15M
|
8.41K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.2KNew |
$981K - $1.12M
|
8.2K
$1.08M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.48K+ 103.92% |
$895K - $1.02M
|
14.7K
$1.93M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.37KNew |
$882K - $1.01M
|
7.37K
$967K
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.93KNew |
$828K - $944K
|
6.93K
$908K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.66K+ 1085.02% |
$797K - $908K
|
7.28K
$954K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.48K+ 35.2% |
$775K - $883K
|
24.9K
$3.26M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.6KNew |
$669K - $763K
|
5.6K
$734K
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$657K - $749K
|
5.49K
$720K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.95K+ 110.22% |
$592K - $675K
|
9.45K
$1.24M
|