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
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
185New |
$13.2K - $14.8K
|
185
$23.6K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
155+ 2.25% |
$11K - $12.4K
|
7.06K
$901K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
120New |
$8.55K - $9.6K
|
120
$15.3K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
113New |
$8.05K - $9.04K
|
113
$14.4K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
105+ 3.28% |
$7.48K - $8.4K
|
3.31K
$422K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
83New |
$5.92K - $6.64K
|
83
$10.6K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
78+ 11.08% |
$5.56K - $6.24K
|
782
$99.9K
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
77+ 0.2% |
$5.49K - $6.16K
|
37.9K
$4.84M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
71+ 1.08% |
$5.06K - $5.68K
|
6.65K
$849K
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
59+ 1.09% |
$4.21K - $4.72K
|
5.48K
$699K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
58New |
$4.13K - $4.64K
|
58
$7.41K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
52+ 0.47% |
$3.71K - $4.16K
|
11.2K
$1.43M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
29+ 0.95% |
$2.07K - $2.32K
|
3.09K
$395K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 3.36% |
$855 - $960
|
369
$47.1K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
9+ 0.22% |
$642 - $720
|
4.08K
$522K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.36% |
$143 - $160
|
552
$70.5K
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
BUY
|
- |
1+ 0.0% |
$71.3 - $80
|
57.7K
$7.36M
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$71.3 - $80
|
6.61K
$844K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.58% |
$71.3 - $80
|
172
$22K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 1.87% |
$143 - $160
|
105
$13.4K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2- 0.07% |
$143 - $160
|
2.69K
$343K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.01% |
$356 - $400
|
40K
$5.1M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20- 0.51% |
$1.43K - $1.6K
|
3.92K
$500K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-21- 0.14% |
$1.5K - $1.68K
|
15K
$1.92M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-47- 52.22% |
$3.35K - $3.76K
|
43
$5.49K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 1.17% |
$3.56K - $4K
|
4.21K
$537K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-66- 44.9% |
$4.7K - $5.28K
|
81
$10.3K
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-66- 1.07% |
$4.7K - $5.28K
|
6.11K
$781K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-92- 1.12% |
$6.56K - $7.36K
|
8.13K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-93- 0.12% |
$6.63K - $7.44K
|
74.9K
$9.57M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-97- 2.12% |
$6.91K - $7.76K
|
4.48K
$572K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-100- 40.32% |
$7.13K - $8K
|
148
$18.9K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-118- 0.24% |
$8.41K - $9.44K
|
49.5K
$6.32M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-129- 1.27% |
$9.2K - $10.3K
|
10K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-174- 1.53% |
$12.4K - $13.9K
|
11.2K
$1.43M
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-213- 9.46% |
$15.2K - $17K
|
2.04K
$260K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-247- 2.42% |
$17.6K - $19.8K
|
9.94K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-308- 5.83% |
$22K - $24.6K
|
4.98K
$636K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-320- 8.31% |
$22.8K - $25.6K
|
3.53K
$451K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-323- 0.46% |
$23K - $25.8K
|
70.6K
$9.01M
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-327- 5.52% |
$23.3K - $26.2K
|
5.6K
$715K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-438- 4.26% |
$31.2K - $35K
|
9.85K
$1.26M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-461- 12.65% |
$32.9K - $36.9K
|
3.18K
$407K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-536- 23.28% |
$38.2K - $42.9K
|
1.77K
$226K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-578- 10.07% |
$41.2K - $46.2K
|
5.16K
$659K
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-622- 3.64% |
$44.3K - $49.7K
|
16.5K
$2.1M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-664Closed |
$47.3K - $53.1K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-710- 11.45% |
$50.6K - $56.8K
|
5.49K
$701K
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-833- 20.22% |
$59.4K - $66.6K
|
3.29K
$420K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-953- 4.65% |
$67.9K - $76.2K
|
19.6K
$2.5M
|