Comprehensive Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Comprehensive Wealth Management, LLC

  • $128 Million
  • Q3 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 10,855 shares of XMMO stock, worth $1.46 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
10,855
Previous 8,414 29.01%
Holding current value
$1.46 Million
Previous $1.08 Million 35.58%
% of portfolio
1.15%
Previous 0.94%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$128.6 - $136.01 $313,912 - $332,000
2,441 Added 29.01%
10,855 $1.47 Million
Q2 2025

Aug 11, 2025
SELL
$101.93 - $128.63 $576,719 - $727,788
-5,658 Reduced 40.21%
8,414 $1.08 Million
Q1 2025

May 13, 2025
BUY
$110.9 - $132.93 $338,688 - $405,968
3,054 Added 27.72%
14,072 $1.6 Million
Q4 2024

Feb 11, 2025
BUY
$119.61 - $136.3 $41,983 - $47,841
351 Added 3.29%
11,018 $1.36 Million
Q3 2024

Nov 06, 2024
BUY
$110.22 - $120.89 $80,791 - $88,612
733 Added 7.38%
10,667 $1.28 Million
Q2 2024

Aug 13, 2024
SELL
$106.61 - $117.53 $234,328 - $258,330
-2,198 Reduced 18.12%
9,934 $1.13 Million
Q1 2024

May 01, 2024
SELL
$87.09 - $114.86 $200,045 - $263,833
-2,297 Reduced 15.92%
12,132 $1.39 Million
Q4 2023

Jan 12, 2024
SELL
$74.81 - $90.45 $90,594 - $109,534
-1,211 Reduced 7.74%
14,429 $1.3 Million
Q3 2023

Jan 12, 2024
SELL
$78.48 - $83.27 $12,242 - $12,990
-156 Reduced 0.99%
15,640 $1.26 Million
Q2 2023

Jan 12, 2024
SELL
$72.7 - $79.52 $48,272 - $52,801
-664 Reduced 4.03%
15,796 $1.26 Million
Q1 2023

Jan 12, 2024
SELL
$71.28 - $79.98 $44,336 - $49,747
-622 Reduced 3.64%
16,460 $1.24 Million
Q4 2022

Jan 12, 2024
BUY
$72.14 - $80.8 $63,411 - $71,023
879 Added 5.42%
17,082 $1.29 Million
Q3 2022

Jan 12, 2024
BUY
$68.65 - $83.42 $42,013 - $51,053
612 Added 3.93%
16,203 $1.13 Million
Q2 2022

Jan 12, 2024
BUY
$70.2 - $89.17 $265,215 - $336,884
3,778 Added 31.98%
15,591 $1.11 Million
Q1 2022

Jan 12, 2024
BUY
$79.16 - $91.92 $419,389 - $486,992
5,298 Added 81.32%
11,813 $1.02 Million
Q4 2021

Jan 12, 2024
BUY
$84.73 - $96.52 $81,933 - $93,334
967 Added 17.43%
6,515 $592,000
Q3 2021

Jan 12, 2024
BUY
$81.13 - $88.42 $183,921 - $200,448
2,267 Added 69.09%
5,548 $466,000
Q2 2021

Jan 12, 2024
BUY
$79.62 - $88.93 $261,233 - $291,779
3,281 New
3,281 $280,000

Others Institutions Holding XMMO

# of Institutions
388
Shares Held
23.3M
Call Options Held
1.9K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMMO Quotes by TradingView
  • Ticker XMMO
  • Sector ETFs
  • Industry ETFs
More about XMMO
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