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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.2KNew |
$1.33M - $1.52M
|
11.2K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
10.3KNew |
$1.24M - $1.41M
|
10.3K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.3KNew |
$1.23M - $1.4M
|
10.3K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$1.2M - $1.36M
|
10K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.51KNew |
$1.02M - $1.16M
|
8.51K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.41KNew |
$1.01M - $1.15M
|
8.41K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.2KNew |
$981K - $1.12M
|
8.2K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.48K+ 103.92% |
$895K - $1.02M
|
14.7K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.37KNew |
$882K - $1.01M
|
7.37K
$957K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.93KNew |
$828K - $944K
|
6.93K
$899K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.66K+ 1085.02% |
$797K - $908K
|
7.28K
$944K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.48K+ 35.2% |
$775K - $883K
|
24.9K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.6KNew |
$669K - $763K
|
5.6K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$657K - $749K
|
5.49K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.29K+ 8.52% |
$632K - $720K
|
67.3K
$8.74M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.95K+ 110.22% |
$592K - $675K
|
9.45K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.72K+ 117.81% |
$565K - $644K
|
8.73K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
4.42KNew |
$528K - $602K
|
4.42K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.4K+ 138.37% |
$526K - $599K
|
7.57K
$983K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.29K+ 20.02% |
$513K - $585K
|
25.7K
$3.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.04KNew |
$483K - $550K
|
4.04K
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.97K+ 36.94% |
$475K - $541K
|
14.7K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.9K+ 118.38% |
$467K - $532K
|
7.2K
$934K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.83K+ 168.5% |
$458K - $522K
|
6.1K
$792K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.63K+ 2.85% |
$435K - $495K
|
131K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.6KNew |
$431K - $491K
|
3.6K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.5KNew |
$419K - $477K
|
3.5K
$454K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.42KNew |
$409K - $466K
|
3.42K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.3K+ 28.54% |
$394K - $449K
|
14.8K
$1.93M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.26KNew |
$390K - $444K
|
3.26K
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.24KNew |
$387K - $441K
|
3.24K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.21K+ 98.19% |
$383K - $437K
|
6.47K
$840K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.2KNew |
$382K - $436K
|
3.2K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.16KNew |
$378K - $431K
|
3.16K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.12K+ 155.99% |
$374K - $426K
|
5.13K
$665K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.09K+ 128.58% |
$370K - $421K
|
5.5K
$713K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$369K - $420K
|
3.08K
$400K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.97KNew |
$355K - $405K
|
2.97K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.83KNew |
$339K - $386K
|
2.83K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.76K+ 21.04% |
$330K - $376K
|
15.9K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.74KNew |
$328K - $374K
|
2.74K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
2.73K+ 2.74% |
$326K - $371K
|
102K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.61KNew |
$312K - $355K
|
2.61K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.52K+ 46.17% |
$301K - $343K
|
7.97K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.48KNew |
$297K - $338K
|
2.48K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.45K+ 11.17% |
$293K - $334K
|
24.4K
$3.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.39KNew |
$286K - $326K
|
2.39K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.33KNew |
$279K - $318K
|
2.33K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.24KNew |
$268K - $305K
|
2.24K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.23K+ 44.38% |
$267K - $304K
|
7.26K
$942K
|