Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q1 2024. 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 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.4K+ 57.07% |
$470K - $620K
|
14.8K
$1.92M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.01K+ 6.89% |
$437K - $576K
|
77.8K
$10M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.94K+ 16.47% |
$431K - $568K
|
35K
$4.52M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.83KNew |
$420K - $554K
|
4.83K
$624K
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.73KNew |
$412K - $544K
|
4.73K
$612K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.66K+ 14.06% |
$405K - $535K
|
37.8K
$4.88M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.66KNew |
$405K - $535K
|
4.66K
$602K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.52KNew |
$394K - $519K
|
4.52K
$584K
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 20.42% |
$363K - $479K
|
24.6K
$3.18M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.69KNew |
$321K - $424K
|
3.69K
$477K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.67KNew |
$320K - $422K
|
3.67K
$475K
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.46KNew |
$301K - $397K
|
3.46K
$447K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.22K+ 79.98% |
$280K - $369K
|
7.24K
$935K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.18K+ 165.94% |
$277K - $365K
|
5.1K
$659K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
3.06KNew |
$267K - $352K
|
3.06K
$396K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 74.46% |
$259K - $341K
|
6.97K
$900K
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.95K+ 35.51% |
$257K - $338K
|
11.2K
$1.45M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.84KNew |
$248K - $326K
|
2.84K
$367K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.66KNew |
$232K - $306K
|
2.66K
$344K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.55KNew |
$222K - $293K
|
2.55K
$330K
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.39KNew |
$208K - $274K
|
2.39K
$309K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.32KNew |
$202K - $267K
|
2.32K
$300K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.21KNew |
$192K - $253K
|
2.21K
$285K
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.09KNew |
$182K - $240K
|
2.09K
$270K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.09K+ 39.22% |
$182K - $240K
|
7.42K
$958K
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.07KNew |
$180K - $237K
|
2.07K
$267K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.06KNew |
$179K - $236K
|
2.06K
$266K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2KNew |
$174K - $230K
|
2K
$258K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.95KNew |
$170K - $224K
|
1.95K
$253K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.95KNew |
$170K - $224K
|
1.95K
$252K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.93K+ 4.27% |
$168K - $222K
|
47.1K
$6.09M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.92KNew |
$167K - $220K
|
1.92K
$248K
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.8KNew |
$157K - $207K
|
1.8K
$233K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.78KNew |
$155K - $205K
|
1.78K
$230K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.77K+ 9.58% |
$154K - $203K
|
20.2K
$2.61M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.6K+ 521.5% |
$139K - $184K
|
1.91K
$247K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.48K+ 13.27% |
$129K - $170K
|
12.6K
$1.63M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32K+ 189.21% |
$115K - $151K
|
2.01K
$260K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.2K+ 11.62% |
$105K - $138K
|
11.6K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 32.81% |
$93K - $123K
|
4.32K
$559K
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.06K+ 43.44% |
$92.3K - $122K
|
3.5K
$452K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
886+ 26.4% |
$77.2K - $102K
|
4.24K
$548K
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
853+ 8.79% |
$74.3K - $98K
|
10.6K
$1.37M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
741New |
$64.5K - $85.1K
|
741
$95.8K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
614+ 0.2% |
$53.5K - $70.5K
|
314K
$40.5M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
568New |
$49.5K - $65.2K
|
568
$73.4K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
552+ 2.58% |
$48.1K - $63.4K
|
22K
$2.84M
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
470+ 5.18% |
$40.9K - $54K
|
9.55K
$1.23M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
378+ 202.14% |
$32.9K - $43.4K
|
565
$73K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
308+ 1.63% |
$26.8K - $35.4K
|
19.2K
$2.48M
|