Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 22,986 shares of XMMO stock, worth $3.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

22,986

Previous 10,084 127.95%

Holding current value

$3.08 Million

Previous $1.3 Million 139.63%

% of portfolio

0.03%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$128.6 - $136.01 $1.66 Million - $1.75 Million	12,902 Added 127.95%	22,986 $3.11 Million
Q2 2025 Aug 14, 2025	BUY	$101.93 - $128.63 $1.03 Million - $1.3 Million	10,084 New	10,084 $1.3 Million
Q4 2024 Feb 14, 2025	BUY	$119.61 - $136.3 $346,629 - $394,997	2,898 Added 27.46%	13,451 $1.66 Million
Q3 2024 Nov 14, 2024	BUY	$110.22 - $120.89 $43,206 - $47,388	392 Added 3.86%	10,553 $1.27 Million
Q2 2024 Aug 14, 2024	BUY	$106.61 - $117.53 $18,976 - $20,920	178 Added 1.78%	10,161 $1.16 Million

Q1 2024 May 15, 2024	SELL	$87.09 - $114.86 $168,432 - $222,139	-1,934 Reduced 16.23%	9,983 $1.15 Million
Q4 2023 Feb 13, 2024	BUY	$74.81 - $90.45 $24,163 - $29,215	323 Added 2.79%	11,917 $1.07 Million
Q3 2023 Nov 15, 2023	BUY	$78.48 - $83.27 $909,897 - $965,432	11,594 New	11,594 $933,000

Others Institutions Holding XMMO

# of Institutions

390

Shares Held

22.9M

Call Options Held

1.9K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Account

Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History