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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
32.9K+ 1383.22% |
$3.93M - $4.48M
|
35.3K
$4.58M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.98KNew |
$237K - $270K
|
1.98K
$257K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
69+ 0.96% |
$8.25K - $9.4K
|
7.23K
$938K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.2KNew |
$981K - $1.12M
|
8.2K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.5KNew |
$1.85M - $2.11M
|
15.5K
$2.01M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.22K- 0.98% |
$146K - $166K
|
123K
$15.9M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.1KNew |
$131K - $149K
|
1.1K
$142K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-41.5K- 99.87% |
$4.97M - $5.66M
|
55
$7.13K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-262- 3.25% |
$31.3K - $35.7K
|
7.79K
$1.01M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.37KNew |
$882K - $1.01M
|
7.37K
$957K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-101- 0.74% |
$12.1K - $13.8K
|
13.5K
$1.75M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.48K+ 35.2% |
$775K - $883K
|
24.9K
$3.23M
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
99.2KNew |
$11.9M - $13.5M
|
99.2K
$12.9M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.18K+ 130.95% |
$261K - $297K
|
3.84K
$499K
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$657K - $749K
|
5.49K
$712K
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
25.5KNew |
$3.05M - $3.48M
|
25.5K
$3.31M
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
35.3KNew |
$4.22M - $4.81M
|
35.3K
$4.57M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.97KNew |
$355K - $405K
|
2.97K
$385K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.29K- 9.3% |
$752K - $857K
|
61.3K
$7.96M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.24KNew |
$268K - $305K
|
2.24K
$290K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
86.2K+ 24.59% |
$10.3M - $11.7M
|
437K
$56.6M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
139+ 278.0% |
$16.6K - $18.9K
|
189
$24.5K
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.83KNew |
$339K - $386K
|
2.83K
$368K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.21K+ 98.19% |
$383K - $437K
|
6.47K
$839K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
563New |
$67.3K - $76.7K
|
563
$73K
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
14.6KNew |
$1.75M - $1.99M
|
14.6K
$1.9M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.2KNew |
$382K - $436K
|
3.2K
$415K
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.28K- 7.15% |
$393K - $447K
|
42.6K
$5.53M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.5KNew |
$419K - $477K
|
3.5K
$454K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12KNew |
$1.44M - $1.64M
|
12K
$1.56M
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
26KNew |
$3.11M - $3.54M
|
26K
$3.37M
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
19.3K+ 61.63% |
$2.3M - $2.63M
|
50.5K
$6.55M
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
46New |
$5.5K - $6.27K
|
46
$5.97K
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-219- 2.46% |
$26.2K - $29.8K
|
8.69K
$1.13M
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
4.42KNew |
$528K - $602K
|
4.42K
$573K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.3K+ 35.18% |
$1.94M - $2.22M
|
62.5K
$8.1M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.72K+ 117.81% |
$565K - $644K
|
8.73K
$1.13M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-114- 0.23% |
$13.6K - $15.5K
|
48.6K
$6.3M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.93K+ 8.89% |
$231K - $263K
|
23.6K
$3.06M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.85KNew |
$221K - $252K
|
1.85K
$240K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.52K+ 46.17% |
$301K - $343K
|
7.97K
$1.03M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48K+ 28.48% |
$5.74M - $6.54M
|
216K
$28.1M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
55.8KNew |
$6.68M - $7.61M
|
55.8K
$7.24M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.6KNew |
$669K - $763K
|
5.6K
$726K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
37.7KNew |
$4.51M - $5.14M
|
37.7K
$4.9M
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
10.3KNew |
$1.24M - $1.41M
|
10.3K
$1.34M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
454+ 26.75% |
$54.3K - $61.9K
|
2.15K
$279K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
245+ 1.5% |
$29.3K - $33.4K
|
16.6K
$2.16M
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$1.67K - $1.91K
|
11.2K
$1.45M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.6K+ 479.86% |
$1.38M - $1.58M
|
14K
$1.82M
|