Level Financial Advisors, Inc. Invesco ETF Fd Tr Invesco S&P Transaction History

Level Financial Advisors, Inc.

$297 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 08, 2022	SELL	$44.9 - $50.28 $359 - $402	-8 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$45.32 - $49.86 $362 - $398	8 New	8 $0

Others Institutions Holding XMVM

# of Institutions

73

Shares Held

3.16M

Call Options Held

0

Put Options Held

0

Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE

521K
Shares

$32.5 Million
1.06% of portfolio
Lpl Financial LLC Fort Mill, SC

446K
Shares

$27.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

260K
Shares

$16.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

229K
Shares

$14.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

223K
Shares

$13.9 Million
0.02% of portfolio

About INVESCO ETF FD TR INVESCO S&P

Ticker XMVM
Sector ETFs
Industry ETFs

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