Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
191K+ 65.36% |
$13.6M - $15.3M
|
483K
$61.7M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 9.93% |
$8.4M - $9.42M
|
1.3M
$167M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.6K+ 105.61% |
$6.17M - $6.93M
|
169K
$21.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.5K+ 18.14% |
$2.96M - $3.32M
|
270K
$34.5M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.5K+ 18.26% |
$2.46M - $2.76M
|
223K
$28.5M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
28.9KNew |
$2.06M - $2.31M
|
28.9K
$3.69M
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
18KNew |
$1.28M - $1.44M
|
18K
$2.29M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.8K+ 18.07% |
$1.27M - $1.43M
|
116K
$14.9M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1K+ 18.91% |
$1.22M - $1.37M
|
108K
$13.7M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 15.15% |
$1.06M - $1.19M
|
113K
$14.4M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 143.62% |
$838K - $940K
|
19.9K
$2.55M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
10.1KNew |
$723K - $811K
|
10.1K
$1.3M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
9.56K+ 19.83% |
$681K - $764K
|
57.7K
$7.37M
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
8.46KNew |
$603K - $676K
|
8.46K
$1.08M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.87K+ 82.73% |
$561K - $630K
|
17.4K
$2.22M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.33K+ 38.44% |
$522K - $586K
|
26.4K
$3.37M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.86K+ 234.89% |
$489K - $549K
|
9.78K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.29KNew |
$448K - $503K
|
6.29K
$803K
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.26K+ 17.54% |
$446K - $500K
|
41.9K
$5.35M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.2K+ 7.83% |
$442K - $496K
|
85.3K
$10.9M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.45KNew |
$388K - $436K
|
5.45K
$695K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.14K+ 22.99% |
$366K - $411K
|
27.5K
$3.51M
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.68KNew |
$334K - $374K
|
4.68K
$598K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$321K - $360K
|
4.5K
$575K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.75KNew |
$267K - $300K
|
3.75K
$478K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.08K+ 13.71% |
$219K - $246K
|
25.5K
$3.26M
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3KNew |
$214K - $240K
|
3K
$383K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.99KNew |
$213K - $239K
|
2.99K
$381K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.9K+ 2.27% |
$207K - $232K
|
131K
$16.7M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.74K+ 11.73% |
$195K - $219K
|
26.1K
$3.33M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.69K+ 25.41% |
$192K - $215K
|
13.3K
$1.69M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.63K+ 39.7% |
$188K - $211K
|
9.27K
$1.18M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.67KNew |
$119K - $133K
|
1.67K
$213K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.6K+ 16.56% |
$114K - $128K
|
11.3K
$1.44M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.55K+ 1.64% |
$111K - $124K
|
96.4K
$12.3M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.36K+ 7.97% |
$96.6K - $108K
|
18.4K
$2.34M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.22K+ 7.19% |
$87.2K - $97.8K
|
18.2K
$2.33M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.04K+ 14.54% |
$74.2K - $83.3K
|
8.2K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
938+ 33.02% |
$66.9K - $75K
|
3.78K
$483K
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
903+ 7.54% |
$64.4K - $72.2K
|
12.9K
$1.64M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
724+ 15.7% |
$51.6K - $57.9K
|
5.34K
$681K
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
664+ 22.13% |
$47.3K - $53.1K
|
3.66K
$468K
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
627+ 6.37% |
$44.7K - $50.1K
|
10.5K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
565+ 10.24% |
$40.3K - $45.2K
|
6.08K
$776K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
466+ 5.69% |
$33.2K - $37.3K
|
8.66K
$1.11M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
400+ 1.93% |
$28.5K - $32K
|
21.2K
$2.7M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
327+ 3.22% |
$23.3K - $26.2K
|
10.5K
$1.34M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
308+ 3.32% |
$22K - $24.6K
|
9.6K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
304+ 10.67% |
$21.7K - $24.3K
|
3.15K
$403K
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
252+ 2.11% |
$18K - $20.2K
|
12.2K
$1.55M
|