Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q4 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 |
---|---|---|---|---|---|---|---|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
609New |
$51.6K - $58.8K
|
609
$78.7K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
531+ 205.81% |
$45K - $51.3K
|
789
$102K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
503+ 5.45% |
$42.6K - $48.5K
|
9.73K
$1.26M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
492+ 9.76% |
$41.7K - $47.5K
|
5.54K
$715K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
478+ 27.02% |
$40.5K - $46.1K
|
2.25K
$290K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
435New |
$36.9K - $42K
|
435
$56.2K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
361+ 3.74% |
$30.6K - $34.8K
|
10K
$1.3M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
360+ 9.1% |
$30.5K - $34.7K
|
4.32K
$558K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
353+ 10.84% |
$29.9K - $34.1K
|
3.61K
$467K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
343+ 1.4% |
$29.1K - $33.1K
|
24.9K
$3.22M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
335+ 8.14% |
$28.4K - $32.3K
|
4.45K
$575K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
305New |
$25.8K - $29.4K
|
305
$39.4K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
291New |
$24.7K - $28.1K
|
291
$37.6K
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
279New |
$23.6K - $26.9K
|
279
$36.1K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
260New |
$22K - $25.1K
|
260
$33.6K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
224New |
$19K - $21.6K
|
224
$28.9K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
137+ 4.62% |
$11.6K - $13.2K
|
3.1K
$401K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64+ 0.1% |
$5.42K - $6.18K
|
67K
$8.66M
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
64+ 1.82% |
$5.42K - $6.18K
|
3.57K
$462K
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
55+ 0.32% |
$4.66K - $5.31K
|
17.1K
$2.21M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26+ 0.42% |
$2.2K - $2.51K
|
6.17K
$797K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17+ 0.37% |
$1.44K - $1.64K
|
4.61K
$596K
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
14+ 0.41% |
$1.19K - $1.35K
|
3.42K
$442K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13New |
$1.1K - $1.25K
|
13
$1.68K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.06% |
$169 - $193
|
3.36K
$434K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.09% |
$84.7 - $96.5
|
1.12K
$144K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.09% |
$84.7 - $96.5
|
1.12K
$145K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1Closed |
$84.7 - $96.5
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-18- 3.31% |
$1.53K - $1.74K
|
525
$67.9K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-19- 0.28% |
$1.61K - $1.83K
|
6.73K
$870K
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-48- 1.8% |
$4.07K - $4.63K
|
2.63K
$339K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-52- 0.24% |
$4.41K - $5.02K
|
21.6K
$2.8M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-62Closed |
$5.25K - $5.98K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-68- 10.76% |
$5.76K - $6.56K
|
564
$72.9K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-76- 0.8% |
$6.44K - $7.34K
|
9.45K
$1.22M
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-88Closed |
$7.46K - $8.49K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-108- 3.57% |
$9.15K - $10.4K
|
2.92K
$377K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-135- 0.47% |
$11.4K - $13K
|
28.5K
$3.69M
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-139- 0.37% |
$11.8K - $13.4K
|
37.8K
$4.88M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-154Closed |
$13K - $14.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-167- 1.36% |
$14.1K - $16.1K
|
12.1K
$1.56M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-190- 5.68% |
$16.1K - $18.3K
|
3.16K
$408K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-193- 13.22% |
$16.4K - $18.6K
|
1.27K
$164K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-208Closed |
$17.6K - $20.1K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-223- 2.95% |
$18.9K - $21.5K
|
7.34K
$948K
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-226- 4.27% |
$19.1K - $21.8K
|
5.07K
$655K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-288- 8.22% |
$24.4K - $27.8K
|
3.22K
$416K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-309Closed |
$26.2K - $29.8K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-356- 15.57% |
$30.2K - $34.4K
|
1.93K
$250K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-443- 9.94% |
$37.5K - $42.8K
|
4.02K
$519K
|