Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
422+ 4.63% |
$34.2K - $37.3K
|
9.53K
$1.22M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
422+ 8.33% |
$34.2K - $37.3K
|
5.49K
$701K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
392+ 14.88% |
$31.8K - $34.7K
|
3.03K
$386K
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
372+ 3.93% |
$30.2K - $32.9K
|
9.83K
$1.26M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
312+ 21.41% |
$25.3K - $27.6K
|
1.77K
$226K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
301+ 9.86% |
$24.4K - $26.6K
|
3.35K
$428K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
263+ 71.27% |
$21.3K - $23.3K
|
632
$80.7K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
162+ 3.77% |
$13.1K - $14.3K
|
4.46K
$569K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
154New |
$12.5K - $13.6K
|
154
$19.7K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
142+ 4.43% |
$11.5K - $12.6K
|
3.35K
$428K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
92+ 47.42% |
$7.46K - $8.13K
|
286
$36.5K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
81+ 1157.14% |
$6.57K - $7.16K
|
88
$11.2K
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
62+ 2.37% |
$5.03K - $5.48K
|
2.67K
$341K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
62New |
$5.03K - $5.48K
|
62
$7.92K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 4.06% |
$4.62K - $5.04K
|
1.46K
$186K
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
57+ 1.78% |
$4.62K - $5.04K
|
3.26K
$416K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
47+ 0.63% |
$3.81K - $4.16K
|
7.56K
$966K
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
29+ 0.21% |
$2.35K - $2.56K
|
13.5K
$1.73M
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
8+ 0.14% |
$649 - $707
|
5.77K
$737K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$162 - $177
|
4.49K
$573K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$162 - $177
|
6.75K
$862K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1New |
$81.1 - $88.4
|
1
$128
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4- 0.04% |
$325 - $354
|
9.23K
$1.18M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-50- 1.87% |
$4.06K - $4.42K
|
2.62K
$335K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 2.44% |
$5.11K - $5.57K
|
2.52K
$321K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-92- 32.17% |
$7.46K - $8.13K
|
194
$24.8K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-126- 1.29% |
$10.2K - $11.1K
|
9.67K
$1.23M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-152- 4.34% |
$12.3K - $13.4K
|
3.35K
$428K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-174- 0.33% |
$14.1K - $15.4K
|
52.2K
$6.67M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-178- 4.37% |
$14.4K - $15.7K
|
3.9K
$497K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-248- 7.72% |
$20.1K - $21.9K
|
2.97K
$379K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-323- 0.15% |
$26.2K - $28.6K
|
221K
$28.2M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-325- 22.51% |
$26.4K - $28.7K
|
1.12K
$143K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-356- 15.57% |
$28.9K - $31.5K
|
1.93K
$247K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-371- 1.49% |
$30.1K - $32.8K
|
24.6K
$3.14M
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-380Closed |
$30.8K - $33.6K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-403- 98.29% |
$32.7K - $35.6K
|
7
$894
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-415- 87.37% |
$33.7K - $36.7K
|
60
$7.66K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-561Closed |
$45.5K - $49.6K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-598- 11.52% |
$48.5K - $52.9K
|
4.59K
$587K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-810- 79.57% |
$65.7K - $71.6K
|
208
$26.6K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-815- 6.23% |
$66.1K - $72.1K
|
12.3K
$1.57M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-870- 25.0% |
$70.6K - $76.9K
|
2.61K
$333K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-948- 0.76% |
$76.9K - $83.8K
|
124K
$15.8M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.08K- 8.41% |
$87.6K - $95.5K
|
11.8K
$1.5M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.21KClosed |
$97.8K - $107K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.22K- 70.52% |
$99K - $108K
|
510
$65.1K
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.29K- 3.29% |
$104K - $114K
|
37.9K
$4.84M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.33K- 8.8% |
$189K - $206K
|
24.1K
$3.08M
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.4KClosed |
$195K - $212K
|
0
$0
|