Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-60- 0.16% |
$4.33K - $4.85K
|
37.8K
$4.9M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-92- 1.96% |
$6.64K - $7.43K
|
4.61K
$598K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-95- 1.5% |
$6.85K - $7.68K
|
6.22K
$807K
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 3.04% |
$7.21K - $8.08K
|
3.19K
$414K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-107- 2.67% |
$7.72K - $8.65K
|
3.91K
$507K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-152- 4.13% |
$11K - $12.3K
|
3.52K
$457K
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-155- 4.43% |
$11.2K - $12.5K
|
3.35K
$434K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-171- 7.06% |
$12.3K - $13.8K
|
2.25K
$292K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-193- 1.12% |
$13.9K - $15.6K
|
17K
$2.21M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-216- 3.37% |
$15.6K - $17.5K
|
6.2K
$804K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-225- 13.15% |
$16.2K - $18.2K
|
1.49K
$193K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-258- 4.3% |
$18.6K - $20.8K
|
5.74K
$744K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-301- 53.37% |
$21.7K - $24.3K
|
263
$34.1K
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-317- 7.15% |
$22.9K - $25.6K
|
4.12K
$534K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-365- 1.54% |
$26.3K - $29.5K
|
23.4K
$3.03M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-382- 11.48% |
$27.6K - $30.9K
|
2.95K
$382K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-450- 64.47% |
$32.5K - $36.4K
|
248
$32.2K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-460- 11.21% |
$33.2K - $37.2K
|
3.65K
$473K
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-652- 6.04% |
$47K - $52.7K
|
10.1K
$1.32M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-723- 1.11% |
$52.2K - $58.4K
|
64.2K
$8.32M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-862- 7.1% |
$62.2K - $69.6K
|
11.3K
$1.46M
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-892- 12.53% |
$64.3K - $72.1K
|
6.23K
$807K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.04K- 91.25% |
$75.2K - $84.3K
|
100
$13K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.13K- 14.68% |
$81.6K - $91.4K
|
6.57K
$853K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.3K- 2.55% |
$93.6K - $105K
|
49.6K
$6.44M
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.53K- 25.09% |
$110K - $124K
|
4.57K
$592K
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-1.64K- 6.31% |
$118K - $132K
|
24.3K
$3.15M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.85K- 44.58% |
$133K - $149K
|
2.3K
$298K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-2.35K- 3.04% |
$169K - $190K
|
75K
$9.73M
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2.37K- 7.23% |
$171K - $191K
|
30.4K
$3.94M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.69K- 11.68% |
$194K - $217K
|
20.3K
$2.63M
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.54K- 27.49% |
$327K - $367K
|
12K
$1.55M
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-5.68K- 14.13% |
$409K - $459K
|
34.5K
$4.47M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.48K- 39.24% |
$467K - $523K
|
10K
$1.3M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.85K- 51.37% |
$494K - $553K
|
6.48K
$841K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.98K- 31.66% |
$504K - $564K
|
15.1K
$1.95M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 50.34% |
$774K - $867K
|
10.6K
$1.37M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.8K- 60.97% |
$924K - $1.03M
|
8.2K
$1.06M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.5K- 63.83% |
$1.04M - $1.17M
|
8.19K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-250K- 94.05% |
$18M - $20.2M
|
15.8K
$2.05M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-250K- 94.05% |
$18M - $20.2M
|
15.8K
$2.05M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.93MClosed |
$283M - $317M
|
0
$0
|