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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 8,051 shares of XMMO stock, worth $1.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,051

Previous 9,310 13.52%

Holding current value

$1.04 Million

Previous $1.06 Million 8.77%

% of portfolio

0.02%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$110.22 - $120.89 $138,766 - $152,200	-1,259 Reduced 13.52%	8,051 $968,000
Q2 2024 Aug 14, 2024	SELL	$106.61 - $117.53 $25,373 - $27,972	-238 Reduced 2.49%	9,310 $1.06 Million
Q1 2024 May 09, 2024	SELL	$87.09 - $114.86 $53,037 - $69,949	-609 Reduced 6.0%	9,548 $1.1 Million
Q4 2023 Feb 08, 2024	SELL	$74.81 - $90.45 $66,805 - $80,771	-893 Reduced 8.08%	10,157 $912,000
Q3 2023 Nov 07, 2023	BUY	$78.48 - $83.27 $22,131 - $23,482	282 Added 2.62%	11,050 $889,000
Q2 2023 Aug 10, 2023	SELL	$72.7 - $79.52 $28,789 - $31,489	-396 Reduced 3.55%	10,768 $856,000
Q1 2023 May 15, 2023	SELL	$71.28 - $79.98 $12,402 - $13,916	-174 Reduced 1.53%	11,164 $842,000
Q4 2022 Feb 13, 2023	BUY	$72.14 - $80.8 $22,868 - $25,613	317 Added 2.88%	11,338 $853,000
Q3 2022 Nov 14, 2022	SELL	$68.65 - $83.42 $6,315 - $7,674	-92 Reduced 0.83%	11,021 $769,000
Q2 2022 Aug 16, 2022	BUY	$70.2 - $89.17 $595,998 - $757,053	8,490 Added 323.68%	11,113 $791,000
Q1 2022 Feb 08, 2024	SELL	$79.16 - $91.92 $596,391 - $692,525	-7,534 Reduced 74.18%	2,623 $226,000
Q3 2021 Dec 03, 2021	SELL	$81.13 - $88.42 $4,056 - $4,421	-50 Reduced 1.87%	2,623 $221,000
Q4 2020 Feb 16, 2021	BUY	$67.23 - $79.47 $179,705 - $212,423	2,673 New	2,673 $209,000

Others Institutions Holding XMMO

# of Institutions

276

Shares Held

11.9M

Call Options Held

1.9K

Put Options Held

1.3K

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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

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