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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-601- 25.98% |
$66.2K - $72.7K
|
1.71K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
55.1KNew |
$6.07M - $6.66M
|
55.1K
$7.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65New |
$7.16K - $7.86K
|
65
$8.51K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
3.77KNew |
$416K - $456K
|
3.77K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.09K+ 3.58% |
$561K - $615K
|
147K
$19.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.5K+ 3.91% |
$1.27M - $1.39M
|
306K
$40M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.06KNew |
$227K - $249K
|
2.06K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.68KNew |
$185K - $203K
|
1.68K
$219K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
68New |
$7.49K - $8.22K
|
68
$8.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 28.57% |
$1.1K - $1.21K
|
45
$5.89K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
30New |
$3.31K - $3.63K
|
30
$3.93K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$22K - $24.2K
|
200
$26.2K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-10.2K- 79.47% |
$1.09M - $1.2M
|
2.64K
$345K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
21.5KNew |
$2.3M - $2.53M
|
21.5K
$2.82M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
330New |
$35.2K - $38.8K
|
330
$43.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
50New |
$5.33K - $5.88K
|
50
$6.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
500New |
$53.3K - $58.8K
|
500
$65.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
26.2KNew |
$2.8M - $3.08M
|
26.2K
$3.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-101- 7.15% |
$10.8K - $11.9K
|
1.31K
$172K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$107 - $118
|
1
$131
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-897- 4.68% |
$95.6K - $105K
|
18.3K
$2.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.59KNew |
$276K - $304K
|
2.59K
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
72New |
$7.68K - $8.46K
|
72
$9.42K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
89New |
$9.49K - $10.5K
|
89
$11.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
45New |
$4.8K - $5.29K
|
45
$5.89K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-924- 25.16% |
$98.5K - $109K
|
2.75K
$360K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
112New |
$11.9K - $13.2K
|
112
$14.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
120New |
$12.8K - $14.1K
|
120
$15.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1- 0.18% |
$107 - $118
|
569
$74.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
532+ 27.23% |
$56.7K - $62.5K
|
2.49K
$325K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
964+ 7.93% |
$103K - $113K
|
13.1K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
25.8KNew |
$2.75M - $3.03M
|
25.8K
$3.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
14.1KNew |
$1.5M - $1.66M
|
14.1K
$1.84M
|
|
| Q1 2024 | |||||||
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-38- 1.23% |
$3.31K - $4.36K
|
3.05K
$399K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.46KNew |
$301K - $397K
|
3.46K
$453K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
300New |
$26.1K - $34.5K
|
300
$39.3K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15.5KNew |
$1.35M - $1.78M
|
15.5K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
568New |
$49.5K - $65.2K
|
568
$74.3K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
68New |
$5.92K - $7.81K
|
68
$8.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.3KNew |
$1.16M - $1.52M
|
13.3K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.4K+ 34.09% |
$2.21M - $2.91M
|
99.7K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
1.13MNew |
$98.6M - $130M
|
1.13M
$148M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.8KNew |
$157K - $207K
|
1.8K
$236K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6New |
$523 - $689
|
6
$785
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.52KNew |
$394K - $519K
|
4.52K
$591K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-43Closed |
$3.74K - $4.94K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12New |
$1.05K - $1.38K
|
12
$1.57K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 30.19% |
$1.39K - $1.84K
|
69
$9.03K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.62K- 44.7% |
$141K - $186K
|
2.01K
$263K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 12.5% |
$4.35K - $5.74K
|
350
$45.8K
|
|