Sea Crest Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Sea Crest Wealth Management, LLC

$882 Million
Q3 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 8,426 shares of XMMO stock, worth $1.13 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,426

Previous 5,994 40.57%

Holding current value

$1.13 Million

Previous $771,000 47.73%

% of portfolio

0.13%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$128.6 - $136.01 $312,755 - $330,776	2,432 Added 40.57%	8,426 $1.14 Million
Q2 2025 Jul 11, 2025	BUY	$101.93 - $128.63 $348,090 - $439,271	3,415 Added 132.42%	5,994 $771,000
Q1 2025 Apr 11, 2025	BUY	$110.9 - $132.93 $67,316 - $80,688	607 Added 30.78%	2,579 $291,000
Q4 2024 Jan 14, 2025	BUY	$119.61 - $136.3 $235,870 - $268,783	1,972 New	1,972 $243,000
Q2 2019 Jul 19, 2019	SELL	$54.6 - $60.15 $63,008 - $69,413	-1,154 Closed	0 $0

Q1 2019 May 10, 2019	BUY	$43.61 - $57.2 $43 - $57	1 Added 0.09%	1,154 $65,000
Q4 2018 Feb 13, 2019	BUY	$41.61 - $54.18 $41 - $54	1 Added 0.09%	1,153 $52,000
Q3 2018 Nov 14, 2018	BUY	$48.72 - $55.63 $56,125 - $64,085	1,152 New	1,152 $63,000

Others Institutions Holding XMMO

# of Institutions

388

Shares Held

23.3M

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

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Sea Crest Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History