Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,788 shares of XMMO stock, worth $1.19 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,788

Previous 10,477 16.12%

Holding current value

$1.19 Million

Previous $1.19 Billion 5.15%

% of portfolio

0.09%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$101.93 - $128.63 $172,159 - $217,256	-1,689 Reduced 16.12%	8,788 $1.13 Billion
Q1 2025 Jul 25, 2025	BUY	$110.9 - $132.93 $187,310 - $224,518	1,689 Added 19.22%	10,477 $1.19 Billion
Q1 2025 Apr 21, 2025	BUY	$110.9 - $132.93 $278,137 - $333,388	2,508 Added 31.47%	10,477 $1.19 Billion
Q4 2024 Jan 22, 2025	BUY	$119.61 - $136.3 $301,058 - $343,067	2,517 Added 46.17%	7,969 $984 Million
Q3 2024 Oct 21, 2024	BUY	$110.22 - $120.89 $275,880 - $302,587	2,503 Added 84.88%	5,452 $656 Million
Q2 2024 Jul 09, 2024	BUY	$106.61 - $117.53 $314,392 - $346,595	2,949 New	2,949 $336 Million

Others Institutions Holding XMMO

# of Institutions

385

Shares Held

20.2M

Call Options Held

17.2K

Put Options Held

10.1K

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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History