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
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
925New |
$111K - $126K
|
925
$121K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
611+ 459.4% |
$73.1K - $83.3K
|
744
$97.6K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
563New |
$67.3K - $76.7K
|
563
$73.8K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
511+ 2689.47% |
$61.1K - $69.6K
|
530
$69.5K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
479+ 21.14% |
$57.3K - $65.3K
|
2.75K
$360K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
454+ 26.75% |
$54.3K - $61.9K
|
2.15K
$282K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
450+ 0.12% |
$53.8K - $61.3K
|
382K
$50.1M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
393New |
$47K - $53.6K
|
393
$51.5K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
386+ 17.45% |
$46.2K - $52.6K
|
2.6K
$341K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
365+ 4.43% |
$43.7K - $49.7K
|
8.6K
$1.13M
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
287+ 4.5% |
$34.3K - $39.1K
|
6.67K
$874K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
245+ 1.5% |
$29.3K - $33.4K
|
16.6K
$2.18M
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
205+ 9.37% |
$24.5K - $27.9K
|
2.39K
$314K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
186New |
$22.2K - $25.4K
|
186
$24.4K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
167+ 3.8% |
$20K - $22.8K
|
4.56K
$598K
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
152+ 30.04% |
$18.2K - $20.7K
|
658
$86.3K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
139+ 278.0% |
$16.6K - $18.9K
|
189
$24.8K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
112+ 6.44% |
$13.4K - $15.3K
|
1.85K
$243K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 3.17% |
$12K - $13.6K
|
3.25K
$426K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
69+ 0.96% |
$8.25K - $9.4K
|
7.23K
$949K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$5.5K - $6.27K
|
46
$6.03K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
46New |
$5.5K - $6.27K
|
46
$6.03K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38New |
$4.55K - $5.18K
|
38
$4.98K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35New |
$4.19K - $4.77K
|
35
$4.59K
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
23+ 0.64% |
$2.75K - $3.13K
|
3.64K
$478K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$2.03K - $2.32K
|
17
$2.23K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$1.67K - $1.91K
|
11.2K
$1.47M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
12New |
$1.44K - $1.64K
|
12
$1.57K
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
7+ 0.12% |
$837 - $954
|
6.01K
$788K
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$239 - $273
|
3.6K
$472K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$120 - $136
|
557
$73K
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-8- 0.18% |
$957 - $1.09K
|
4.37K
$573K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-15- 0.84% |
$1.79K - $2.04K
|
1.77K
$232K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-65- 0.67% |
$7.77K - $8.86K
|
9.68K
$1.27M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-101- 0.74% |
$12.1K - $13.8K
|
13.5K
$1.77M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-105- 62.5% |
$12.6K - $14.3K
|
63
$8.26K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-114- 0.23% |
$13.6K - $15.5K
|
48.6K
$6.37M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-124- 4.69% |
$14.8K - $16.9K
|
2.52K
$330K
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-219- 2.46% |
$26.2K - $29.8K
|
8.69K
$1.14M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-262- 3.25% |
$31.3K - $35.7K
|
7.79K
$1.02M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-302- 7.69% |
$36.1K - $41.2K
|
3.63K
$476K
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-317- 0.85% |
$37.9K - $43.2K
|
36.8K
$4.83M
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-466- 15.76% |
$55.7K - $63.5K
|
2.49K
$327K
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-594- 0.23% |
$71K - $81K
|
253K
$33.2M
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-775- 3.71% |
$92.7K - $106K
|
20.1K
$2.64M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-997- 2.9% |
$119K - $136K
|
33.4K
$4.38M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 3.16% |
$122K - $139K
|
31.3K
$4.1M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.22K- 0.98% |
$146K - $166K
|
123K
$16.1M
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.29K- 5.22% |
$155K - $176K
|
23.5K
$3.08M
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-1.35K- 7.55% |
$161K - $183K
|
16.5K
$2.16M
|