Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
72.6KNew |
$8.69M - $9.9M
|
72.6K
$9.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
61.8KNew |
$7.4M - $8.43M
|
61.8K
$8.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24K+ 582.68% |
$2.87M - $3.26M
|
28.1K
$3.64M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3KNew |
$1.47M - $1.68M
|
12.3K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
11.4KNew |
$1.36M - $1.55M
|
11.4K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.2KNew |
$1.33M - $1.52M
|
11.2K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.41KNew |
$1.01M - $1.15M
|
8.41K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.04KNew |
$483K - $550K
|
4.04K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.9K+ 118.38% |
$467K - $532K
|
7.2K
$934K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.26KNew |
$390K - $444K
|
3.26K
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.24KNew |
$387K - $441K
|
3.24K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.16KNew |
$378K - $431K
|
3.16K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.74KNew |
$328K - $374K
|
2.74K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.97KNew |
$236K - $269K
|
1.97K
$256K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.77KNew |
$211K - $241K
|
1.77K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.35K+ 18.1% |
$161K - $184K
|
8.79K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.19K+ 7.03% |
$142K - $162K
|
18K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.1K+ 7.82% |
$132K - $150K
|
15.2K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
479+ 21.14% |
$57.3K - $65.3K
|
2.75K
$356K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
450+ 0.12% |
$53.8K - $61.3K
|
382K
$49.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
386+ 17.45% |
$46.2K - $52.6K
|
2.6K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
365+ 4.43% |
$43.7K - $49.7K
|
8.6K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
112+ 6.44% |
$13.4K - $15.3K
|
1.85K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 3.17% |
$12K - $13.6K
|
3.25K
$421K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38New |
$4.55K - $5.18K
|
38
$4.93K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$2.03K - $2.32K
|
17
$2.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
7+ 0.12% |
$837 - $954
|
6.01K
$779K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$239 - $273
|
3.6K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$120 - $136
|
557
$72.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-105- 62.5% |
$12.6K - $14.3K
|
63
$8.17K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-317- 0.85% |
$37.9K - $43.2K
|
36.8K
$4.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-466- 15.76% |
$55.7K - $63.5K
|
2.49K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-1.35K- 7.55% |
$161K - $183K
|
16.5K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.13K- 16.4% |
$255K - $291K
|
10.9K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.26K- 26.45% |
$389K - $444K
|
9.05K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.78K- 8.6% |
$452K - $515K
|
40.2K
$5.21M
|