Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XMMO)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.7KNew |
$1.28M - $1.69M
|
14.7K
$1.97M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.3KNew |
$1.16M - $1.52M
|
13.3K
$1.78M
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
11.9KNew |
$1.04M - $1.37M
|
11.9K
$1.6M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.52KNew |
$394K - $519K
|
4.52K
$606K
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.46KNew |
$301K - $397K
|
3.46K
$463K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.32KNew |
$202K - $267K
|
2.32K
$311K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.92KNew |
$167K - $220K
|
1.92K
$257K
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.8KNew |
$157K - $207K
|
1.8K
$241K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
741New |
$64.5K - $85.1K
|
741
$99.3K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
568New |
$49.5K - $65.2K
|
568
$76.1K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
300New |
$26.1K - $34.5K
|
300
$40.2K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
266New |
$23.2K - $30.6K
|
266
$35.6K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
171New |
$14.9K - $19.6K
|
171
$22.9K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
76New |
$6.62K - $8.73K
|
76
$10.2K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
68New |
$5.92K - $7.81K
|
68
$9.11K
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
67New |
$5.84K - $7.7K
|
67
$8.98K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28New |
$2.44K - $3.22K
|
28
$3.75K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 30.19% |
$1.39K - $1.84K
|
69
$9.25K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12New |
$1.05K - $1.38K
|
12
$1.61K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11New |
$958 - $1.26K
|
11
$1.47K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6New |
$523 - $689
|
6
$804
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
129KNew |
$9.65M - $11.7M
|
129K
$17.3M
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
24.3KNew |
$1.82M - $2.2M
|
24.3K
$3.26M
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
24.3KNew |
$1.82M - $2.2M
|
24.3K
$3.26M
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.85KNew |
$288K - $349K
|
3.85K
$516K
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.9KNew |
$217K - $262K
|
2.9K
$389K
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
2.45KNew |
$183K - $221K
|
2.45K
$328K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
333New |
$24.9K - $30.1K
|
333
$44.6K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$22.4K - $27.1K
|
300
$40.2K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
107New |
$8K - $9.68K
|
107
$14.3K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
19New |
$1.42K - $1.72K
|
19
$2.55K
|
|
Q3 2023 | |||||||
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.1K+ 437.58% |
$164K - $175K
|
2.58K
$345K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$942 - $999
|
12
$1.61K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.11% |
$785 - $833
|
8.72K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.58% |
$78.5 - $83.3
|
173
$23.2K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
41.9KNew |
$3.05M - $3.33M
|
41.9K
$5.61M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
37.8KNew |
$2.75M - $3M
|
37.8K
$5.06M
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
17.2K+ 169.72% |
$1.25M - $1.37M
|
27.4K
$3.67M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4.9KNew |
$357K - $390K
|
4.9K
$657K
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.77KNew |
$347K - $380K
|
4.77K
$640K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.43K+ 83.39% |
$176K - $193K
|
5.33K
$715K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
379New |
$27.6K - $30.1K
|
379
$50.8K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$3.64K - $3.98K
|
50
$6.7K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41+ 1.52% |
$2.98K - $3.26K
|
2.73K
$366K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$72.7 - $79.5
|
1
$134
|
|
Q1 2023 | |||||||
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
664+ 22.13% |
$47.3K - $53.1K
|
3.66K
$491K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12KNew |
$863K - $966K
|
12K
$1.6M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.38K+ 14.84% |
$244K - $273K
|
26.1K
$3.5M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.81KNew |
$203K - $227K
|
2.81K
$376K
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.8KNew |
$202K - $226K
|
2.8K
$375K
|