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 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
365+ 11.47% |
$37.2K - $46.9K
|
3.55K
$479K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
17.9K+ 173.51% |
$1.83M - $2.31M
|
28.3K
$3.82M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.33KNew |
$259K - $310K
|
2.33K
$315K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.69K+ 19.22% |
$187K - $225K
|
10.5K
$1.41M
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
121+ 1.23% |
$13.4K - $16.1K
|
9.96K
$1.34M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
47New |
$5.21K - $6.25K
|
47
$6.35K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
205+ 8.49% |
$22.7K - $27.3K
|
2.62K
$354K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
200+ 10.96% |
$22.2K - $26.6K
|
2.03K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-386K- 78.68% |
$42.9M - $51.4M
|
105K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-520- 83.74% |
$57.7K - $69.1K
|
101
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
23.3KNew |
$2.58M - $3.09M
|
23.3K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-525- 6.4% |
$58.2K - $69.8K
|
7.68K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17+ 1.2% |
$1.89K - $2.26K
|
1.44K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-184- 6.63% |
$20.4K - $24.5K
|
2.59K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-984- 35.49% |
$109K - $131K
|
1.79K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.39K- 35.5% |
$265K - $318K
|
4.34K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.53KNew |
$392K - $470K
|
3.53K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.21% |
$998 - $1.2K
|
4.36K
$589K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
38New |
$4.21K - $5.05K
|
38
$5.13K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-219- 93.19% |
$24.3K - $29.1K
|
16
$2.16K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 4.26% |
$222 - $266
|
45
$6.08K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-11.2K- 66.87% |
$1.25M - $1.49M
|
5.57K
$752K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.72K+ 18.41% |
$191K - $229K
|
11.1K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-921- 31.6% |
$102K - $122K
|
1.99K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-202- 7.37% |
$22.4K - $26.9K
|
2.54K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
628+ 7.57% |
$69.6K - $83.5K
|
8.92K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
114New |
$12.6K - $15.2K
|
114
$15.4K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
56.4KNew |
$6.25M - $7.49M
|
56.4K
$7.61M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-44.9K- 99.5% |
$4.98M - $5.97M
|
225
$30.4K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.84KNew |
$204K - $245K
|
1.84K
$249K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
30New |
$3.33K - $3.99K
|
30
$4.05K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 92.32% |
$1.15M - $1.38M
|
21.5K
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$9.65K - $11.6K
|
87
$11.7K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
416+ 63.22% |
$46.1K - $55.3K
|
1.07K
$145K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
59New |
$6.54K - $7.84K
|
59
$7.97K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55+ 5.02% |
$6.1K - $7.31K
|
1.15K
$155K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29.4K- 77.9% |
$3.26M - $3.91M
|
8.34K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.77K- 14.31% |
$196K - $235K
|
10.6K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
61+ 3.57% |
$6.76K - $8.11K
|
1.77K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
16.9K+ 148.42% |
$1.87M - $2.24M
|
28.2K
$3.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 3.08% |
$11.1K - $13.3K
|
3.15K
$425K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.13KNew |
$347K - $416K
|
3.13K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-5.91K- 5.79% |
$656K - $786K
|
96.2K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-200- 44.94% |
$22.2K - $26.6K
|
245
$33.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-23.5K- 32.33% |
$2.6M - $3.12M
|
49.2K
$6.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.75K+ 9.72% |
$194K - $233K
|
19.8K
$2.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-786- 21.68% |
$87.2K - $104K
|
2.84K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.72% |
$111 - $133
|
59
$7.97K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
580New |
$64.3K - $77.1K
|
580
$78.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-19- 25.68% |
$2.11K - $2.53K
|
55
$7.43K
|
|