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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
41.9KNew |
$3.05M - $3.33M
|
41.9K
$5.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41+ 1.52% |
$2.98K - $3.26K
|
2.73K
$369K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
37.8KNew |
$2.75M - $3M
|
37.8K
$5.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-213- 30.43% |
$15.5K - $16.9K
|
487
$65.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
17.2K+ 169.72% |
$1.25M - $1.37M
|
27.4K
$3.69M
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-6.74K- 53.59% |
$480K - $539K
|
5.83K
$788K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-327- 5.52% |
$23.3K - $26.2K
|
5.6K
$756K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.54K- 20.79% |
$109K - $123K
|
5.85K
$790K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
664+ 22.13% |
$47.3K - $53.1K
|
3.66K
$495K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-155- 4.43% |
$11.2K - $12.5K
|
3.35K
$452K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.55K+ 8.52% |
$112K - $125K
|
19.7K
$2.66M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.8KNew |
$202K - $226K
|
2.8K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12KNew |
$863K - $966K
|
12K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$18K - $20.2K
|
250
$33.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
217New |
$15.7K - $17.5K
|
217
$29.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$3.1K - $3.47K
|
86
$11.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.81KNew |
$203K - $227K
|
2.81K
$379K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
295New |
$21.3K - $23.8K
|
295
$39.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85New |
$6.13K - $6.87K
|
85
$11.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.04K- 91.25% |
$75.2K - $84.3K
|
100
$13.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.38K+ 14.84% |
$244K - $273K
|
26.1K
$3.53M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$3.61K - $4.04K
|
50
$6.75K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.6K+ 86.32% |
$731K - $888K
|
23K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-11Closed |
$755 - $918
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-387- 7.46% |
$26.6K - $32.3K
|
4.8K
$648K
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
BUY
|
- |
3.09KNew |
$212K - $257K
|
3.09K
$417K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100New |
$6.87K - $8.34K
|
100
$13.5K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
112New |
$7.69K - $9.34K
|
112
$15.1K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.6KClosed |
$323K - $410K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.1KClosed |
$358K - $454K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-486- 13.96% |
$34.1K - $43.3K
|
3K
$405K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.62KNew |
$114K - $144K
|
1.62K
$218K
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-29.7K- 70.58% |
$2.35M - $2.73M
|
12.4K
$1.67M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-279Closed |
$22.1K - $25.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-42.8KClosed |
$3.39M - $3.93M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-305Closed |
$24.1K - $28K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.21KClosed |
$175K - $203K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.63KClosed |
$208K - $241K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-8.4KClosed |
$665K - $772K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1Closed |
$84.7 - $96.5
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.4KClosed |
$712K - $811K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-154Closed |
$13K - $14.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-62Closed |
$5.25K - $5.98K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-208Closed |
$17.6K - $20.1K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-88Closed |
$7.46K - $8.49K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.99KClosed |
$242K - $264K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-380Closed |
$30.8K - $33.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-561Closed |
$45.5K - $49.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.21KClosed |
$97.8K - $107K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.4KClosed |
$195K - $212K
|
0
$0
|
|