Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q2 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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
364+ 4.93% |
$38.8K - $42.8K
|
7.75K
$990K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
353+ 2.79% |
$37.6K - $41.5K
|
13K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
332+ 2.95% |
$35.4K - $39K
|
11.6K
$1.48M
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
331+ 18.56% |
$35.3K - $38.9K
|
2.11K
$270K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
330New |
$35.2K - $38.8K
|
330
$42.1K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
316New |
$33.7K - $37.1K
|
316
$40.4K
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
304+ 1.25% |
$32.4K - $35.7K
|
24.6K
$3.14M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
300New |
$32K - $35.3K
|
300
$38.3K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
297+ 2.51% |
$31.7K - $34.9K
|
12.1K
$1.55M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
295+ 139.81% |
$31.4K - $34.7K
|
506
$64.6K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
272+ 6.05% |
$29K - $32K
|
4.77K
$609K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
264+ 2.76% |
$28.1K - $31K
|
9.81K
$1.25M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
244New |
$26K - $28.7K
|
244
$31.2K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
229New |
$24.4K - $26.9K
|
229
$29.2K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
225New |
$24K - $26.4K
|
225
$28.7K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
178+ 1.78% |
$19K - $20.9K
|
10.2K
$1.3M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
129+ 114.16% |
$13.8K - $15.2K
|
242
$30.9K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
120New |
$12.8K - $14.1K
|
120
$15.3K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
112New |
$11.9K - $13.2K
|
112
$14.3K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
110+ 2.49% |
$11.7K - $12.9K
|
4.53K
$579K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
94+ 8.45% |
$10K - $11K
|
1.21K
$154K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
92+ 3.61% |
$9.81K - $10.8K
|
2.64K
$338K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
89New |
$9.49K - $10.5K
|
89
$11.4K
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
72New |
$7.68K - $8.46K
|
72
$9.19K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
57+ 0.56% |
$6.08K - $6.7K
|
10.3K
$1.31M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
50New |
$5.33K - $5.88K
|
50
$6.39K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
45New |
$4.8K - $5.29K
|
45
$5.75K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 3.21% |
$4.8K - $5.29K
|
1.45K
$185K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39New |
$4.16K - $4.58K
|
39
$4.98K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35New |
$3.73K - $4.11K
|
35
$4.47K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20+ 0.03% |
$2.13K - $2.35K
|
76.5K
$9.76M
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7+ 0.07% |
$746 - $823
|
9.76K
$1.25M
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6+ 0.02% |
$640 - $705
|
37.2K
$4.76M
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$426 - $470
|
6.74K
$861K
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2+ 0.1% |
$213 - $235
|
2.09K
$267K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$107 - $118
|
1
$128
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1- 0.18% |
$107 - $118
|
569
$72.7K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-9- 0.2% |
$959 - $1.06K
|
4.57K
$584K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 5.28% |
$1.49K - $1.65K
|
251
$32.1K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-34- 1.2% |
$3.62K - $4K
|
2.81K
$359K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-35- 1.04% |
$3.73K - $4.11K
|
3.33K
$425K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-49- 0.56% |
$5.22K - $5.76K
|
8.74K
$1.12M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-60- 0.74% |
$6.4K - $7.05K
|
8.02K
$1.02M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-61- 6.99% |
$6.5K - $7.17K
|
812
$104K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-101- 7.15% |
$10.8K - $11.9K
|
1.31K
$168K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-111- 0.99% |
$11.8K - $13K
|
11.1K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-130- 0.56% |
$13.9K - $15.3K
|
23K
$2.93M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-191- 0.95% |
$20.4K - $22.4K
|
19.8K
$2.53M
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-195- 5.22% |
$20.8K - $22.9K
|
3.54K
$452K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-225- 0.46% |
$24K - $26.4K
|
48.7K
$6.22M
|