Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XMMO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.22K- 2.86% |
$135K - $162K
|
41.4K
$4.68M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
607+ 30.78% |
$67.3K - $80.7K
|
2.58K
$292K
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
66.4K+ 26.24% |
$7.37M - $8.83M
|
320K
$36.2M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
5.79K+ 38.34% |
$642K - $770K
|
20.9K
$2.36M
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
12KNew |
$1.34M - $1.6M
|
12K
$1.36M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
56.6KNew |
$6.28M - $7.53M
|
56.6K
$6.41M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.51K+ 293.58% |
$1.05M - $1.26M
|
12.7K
$1.44M
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.17KNew |
$352K - $422K
|
3.17K
$359K
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
16+ 0.27% |
$1.77K - $2.13K
|
6.02K
$681K
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
32+ 0.09% |
$3.55K - $4.25K
|
36.9K
$4.17M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29New |
$3.22K - $3.85K
|
29
$3.28K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.29K+ 14.24% |
$143K - $171K
|
10.3K
$1.17M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13K+ 21.02% |
$1.44M - $1.73M
|
74.8K
$8.47M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
45.7KNew |
$5.07M - $6.08M
|
45.7K
$5.17M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33.5K+ 979.98% |
$3.71M - $4.45M
|
36.9K
$4.17M
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.18KNew |
$574K - $688K
|
5.18K
$586K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
677+ 62.74% |
$75.1K - $90K
|
1.76K
$199K
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-303- 1.84% |
$33.6K - $40.3K
|
16.2K
$1.83M
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
88KNew |
$9.76M - $11.7M
|
88K
$9.96M
|
|
Q4 2024 | |||||||
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
19.1KNew |
$2.28M - $2.6M
|
19.1K
$2.16M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.25KNew |
$269K - $307K
|
2.25K
$255K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.2K- 4.51% |
$2.06M - $2.35M
|
365K
$41.3M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
776New |
$92.8K - $106K
|
776
$87.8K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
649New |
$77.6K - $88.5K
|
649
$73.4K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.73KNew |
$327K - $373K
|
2.73K
$309K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.06KNew |
$246K - $280K
|
2.06K
$233K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42.2K+ 78.52% |
$5.05M - $5.76M
|
96K
$10.9M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.1K+ 7.05% |
$1.57M - $1.79M
|
199K
$22.6M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
393New |
$47K - $53.6K
|
393
$44.5K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.65KNew |
$316K - $361K
|
2.65K
$299K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
259+ 3.31% |
$31K - $35.3K
|
8.09K
$916K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.83K+ 44.86% |
$459K - $523K
|
12.4K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.64KNew |
$196K - $223K
|
1.64K
$185K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.9K+ 27.46% |
$347K - $395K
|
13.5K
$1.52M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.98KNew |
$716K - $815K
|
5.98K
$677K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55New |
$6.58K - $7.5K
|
55
$6.22K
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.02K+ 45.04% |
$122K - $139K
|
3.28K
$371K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.58K- 56.35% |
$428K - $488K
|
2.77K
$314K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
822+ 37.35% |
$98.3K - $112K
|
3.02K
$342K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.36KNew |
$282K - $322K
|
2.36K
$267K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 28.55% |
$13.3M - $15.2M
|
501K
$56.7M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-9- 16.07% |
$1.08K - $1.23K
|
47
$5.32K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 5.0% |
$120 - $136
|
21
$2.38K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.73KNew |
$805K - $918K
|
6.73K
$762K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.7K+ 12.58% |
$2.6M - $2.96M
|
195K
$22M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
68.5K+ 490.97% |
$8.19M - $9.33M
|
82.4K
$9.33M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
469+ 16.56% |
$56.1K - $63.9K
|
3.3K
$374K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.71K- 1.95% |
$324K - $369K
|
136K
$15.4M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 9.91% |
$144K - $164K
|
13.4K
$1.51M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$1.51M - $1.72M
|
12.6K
$1.43M
|