Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.15K+ 9.26% |
$161K - $194K
|
25.3K
$3.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.82K+ 9.27% |
$136K - $164K
|
21.4K
$2.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.49K+ 12.88% |
$111K - $135K
|
13.1K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.29KNew |
$96.7K - $117K
|
1.29K
$167K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 1.18% |
$75.3K - $91.1K
|
86.7K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
967+ 1.32% |
$72.3K - $87.5K
|
74.4K
$9.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
830+ 0.95% |
$62.1K - $75.1K
|
88.5K
$11.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
780+ 20.31% |
$58.4K - $70.6K
|
4.62K
$597K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
717+ 6.86% |
$53.6K - $64.9K
|
11.2K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
695New |
$52K - $62.9K
|
695
$89.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
632+ 6.5% |
$47.3K - $57.2K
|
10.4K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
569New |
$42.6K - $51.5K
|
569
$73.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
525+ 2.48% |
$39.3K - $47.5K
|
21.7K
$2.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
506+ 4.36% |
$37.9K - $45.8K
|
12.1K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
500+ 7.07% |
$37.4K - $45.2K
|
7.58K
$979K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
453+ 2.46% |
$33.9K - $41K
|
18.9K
$2.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
440+ 9.32% |
$32.9K - $39.8K
|
5.16K
$667K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
427+ 6.77% |
$31.9K - $38.6K
|
6.73K
$870K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
333New |
$24.9K - $30.1K
|
333
$43K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
332+ 5.63% |
$24.8K - $30K
|
6.23K
$806K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
323+ 2.79% |
$24.2K - $29.2K
|
11.9K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
310+ 0.69% |
$23.2K - $28K
|
45.2K
$5.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$22.4K - $27.1K
|
300
$38.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
297+ 0.97% |
$22.2K - $26.9K
|
30.9K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
276+ 7.43% |
$20.6K - $25K
|
3.99K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
230New |
$17.2K - $20.8K
|
230
$29.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
220+ 8.36% |
$16.5K - $19.9K
|
2.85K
$369K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
211New |
$15.8K - $19.1K
|
211
$27.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
199+ 2.09% |
$14.9K - $18K
|
9.71K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
184+ 1.3% |
$13.8K - $16.6K
|
14.3K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
107New |
$8K - $9.68K
|
107
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
77+ 7.33% |
$5.76K - $6.96K
|
1.13K
$146K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
49New |
$3.67K - $4.43K
|
49
$6.33K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
19New |
$1.42K - $1.72K
|
19
$2.46K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.12% |
$299 - $362
|
3.36K
$434K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.02% |
$224 - $271
|
18.4K
$2.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$74.8 - $90.5
|
555
$71.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-7- 8.14% |
$524 - $633
|
79
$10.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21- 0.6% |
$1.57K - $1.9K
|
3.47K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27- 0.65% |
$2.02K - $2.44K
|
4.12K
$533K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31- 0.61% |
$2.32K - $2.8K
|
5.06K
$654K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 11.11% |
$3.74K - $4.52K
|
400
$51.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52- 0.13% |
$3.89K - $4.7K
|
38.9K
$5.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-55- 0.49% |
$4.11K - $4.97K
|
11.2K
$1.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-56- 6.78% |
$4.19K - $5.07K
|
770
$99.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-61- 12.6% |
$4.56K - $5.52K
|
423
$54.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-73- 0.71% |
$5.46K - $6.6K
|
10.2K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-111- 1.11% |
$8.3K - $10K
|
9.87K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-112- 0.23% |
$8.38K - $10.1K
|
48.9K
$6.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-117- 2.15% |
$8.75K - $10.6K
|
5.33K
$688K
|