Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q1 2025. 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, 2025
Q1 2025
|
My Wealth Management Inc.
|
BUY
|
- |
325+ 8.66% |
$36K - $43.2K
|
4.08K
$525K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
239New |
$26.5K - $31.8K
|
239
$30.8K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
230+ 3.84% |
$25.5K - $30.6K
|
6.21K
$799K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
219+ 8.28% |
$24.3K - $29.1K
|
2.86K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
218+ 13.33% |
$24.2K - $29K
|
1.85K
$239K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
205+ 8.49% |
$22.7K - $27.3K
|
2.62K
$337K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
205+ 1.29% |
$22.7K - $27.3K
|
16.1K
$2.07M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
200+ 10.96% |
$22.2K - $26.6K
|
2.03K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
196+ 9.69% |
$21.7K - $26.1K
|
2.22K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
186+ 1.39% |
$20.6K - $24.7K
|
13.5K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
171+ 98.28% |
$19K - $22.7K
|
345
$44.4K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
161+ 5.55% |
$17.9K - $21.4K
|
3.06K
$394K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
160New |
$17.7K - $21.3K
|
160
$20.6K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
158+ 41.47% |
$17.5K - $21K
|
539
$69.4K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
156+ 4.78% |
$17.3K - $20.7K
|
3.42K
$440K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
145+ 2.0% |
$16.1K - $19.3K
|
7.41K
$953K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
143+ 18.43% |
$15.9K - $19K
|
919
$118K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
114New |
$12.6K - $15.2K
|
114
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
110+ 17.41% |
$12.2K - $14.6K
|
742
$95.5K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
102+ 4.26% |
$11.3K - $13.6K
|
2.49K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 5.66% |
$11.1K - $13.3K
|
1.87K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
91+ 3.19% |
$10.1K - $12.1K
|
2.95K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
89+ 0.27% |
$9.87K - $11.8K
|
33.5K
$4.31M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$9.65K - $11.6K
|
87
$11.2K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
85+ 1.3% |
$9.43K - $11.3K
|
6.6K
$850K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
66+ 14.19% |
$7.32K - $8.77K
|
531
$68.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
64+ 28.44% |
$7.1K - $8.51K
|
289
$37.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
62+ 0.56% |
$6.88K - $8.24K
|
11K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
61+ 3.57% |
$6.76K - $8.11K
|
1.77K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
59New |
$6.54K - $7.84K
|
59
$7.59K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 29.1% |
$6.1K - $7.31K
|
244
$31.4K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55+ 5.02% |
$6.1K - $7.31K
|
1.15K
$148K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
47New |
$5.21K - $6.25K
|
47
$6.05K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
38New |
$4.21K - $5.05K
|
38
$4.89K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
32+ 0.09% |
$3.55K - $4.25K
|
36.9K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
30New |
$3.33K - $3.99K
|
30
$3.86K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29New |
$3.22K - $3.85K
|
29
$3.73K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
28+ 0.42% |
$3.11K - $3.72K
|
6.69K
$861K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
26+ 0.82% |
$2.88K - $3.46K
|
3.18K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17+ 1.2% |
$1.89K - $2.26K
|
1.44K
$185K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
16+ 0.27% |
$1.77K - $2.13K
|
6.02K
$775K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10+ 0.48% |
$1.11K - $1.33K
|
2.11K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.21% |
$998 - $1.2K
|
4.36K
$561K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.13% |
$333 - $399
|
2.36K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.22% |
$222 - $266
|
927
$119K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2+ 0.15% |
$222 - $266
|
1.3K
$167K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.72% |
$111 - $133
|
59
$7.59K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 4.26% |
$222 - $266
|
45
$5.79K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.03% |
$222 - $266
|
6.43K
$827K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-5- 0.07% |
$555 - $665
|
7.37K
$948K
|