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 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-228- 99.13% |
$19.9K - $26.2K
|
2
$258
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-247- 10.11% |
$21.5K - $28.4K
|
2.2K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-346- 19.59% |
$30.1K - $39.7K
|
1.42K
$184K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-395- 3.98% |
$34.4K - $45.4K
|
9.54K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-489- 17.15% |
$42.6K - $56.2K
|
2.36K
$305K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-609- 6.0% |
$53K - $69.9K
|
9.55K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-636- 12.58% |
$55.4K - $73.1K
|
4.42K
$571K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-683- 16.88% |
$59.5K - $78.4K
|
3.36K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-717- 1.85% |
$62.4K - $82.4K
|
38.1K
$4.93M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-848- 4.06% |
$73.9K - $97.4K
|
20K
$2.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-904- 5.03% |
$78.7K - $104K
|
17.1K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-918- 1.06% |
$79.9K - $105K
|
85.8K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 10.57% |
$105K - $139K
|
10.2K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-1.36K- 6.38% |
$118K - $156K
|
19.9K
$2.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.62K- 44.7% |
$141K - $186K
|
2.01K
$259K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 6.08% |
$166K - $219K
|
29.4K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.93K- 16.23% |
$168K - $222K
|
9.98K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.3K- 15.92% |
$200K - $264K
|
12.1K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.76K- 16.67% |
$240K - $317K
|
13.8K
$1.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
SELL
|
- |
-3.12K- 14.17% |
$272K - $358K
|
18.9K
$2.44M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.33K- 27.47% |
$290K - $382K
|
8.79K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.42K- 13.48% |
$297K - $392K
|
21.9K
$2.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.97K- 0.84% |
$346K - $456K
|
468K
$60.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.03K- 55.64% |
$438K - $578K
|
4.01K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.62K- 51.41% |
$576K - $760K
|
6.26K
$809K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.77K- 33.1% |
$677K - $893K
|
15.7K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.3K- 12.74% |
$982K - $1.29M
|
77.2K
$9.98M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.9K- 57.67% |
$1.3M - $1.72M
|
11K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-22.8K- 73.82% |
$1.98M - $2.62M
|
8.08K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.9K- 24.27% |
$2.17M - $2.86M
|
77.8K
$10M
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-26.7K- 18.83% |
$2.33M - $3.07M
|
115K
$14.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.7K- 6.03% |
$4.5M - $5.94M
|
806K
$104M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-88.6KClosed |
$7.72M - $10.2M
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-127K- 32.67% |
$11.1M - $14.6M
|
262K
$33.8M
|