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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
26.6KNew |
$3.18M - $3.62M
|
26.6K
$3.11M
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
26KNew |
$3.11M - $3.54M
|
26K
$3.04M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
25.5KNew |
$3.05M - $3.48M
|
25.5K
$2.99M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.5KNew |
$2.93M - $3.33M
|
24.5K
$2.86M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24K+ 582.68% |
$2.87M - $3.26M
|
28.1K
$3.28M
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
23.9KNew |
$2.86M - $3.26M
|
23.9K
$2.8M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.7K+ 12.58% |
$2.6M - $2.96M
|
195K
$22.8M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
20.7KNew |
$2.48M - $2.82M
|
20.7K
$2.42M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
20.5KNew |
$2.45M - $2.79M
|
20.5K
$2.39M
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
19.3K+ 61.63% |
$2.3M - $2.63M
|
50.5K
$5.91M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
18KNew |
$2.15M - $2.45M
|
18K
$2.11M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.8KNew |
$2.01M - $2.29M
|
16.8K
$1.97M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.3K+ 35.18% |
$1.94M - $2.22M
|
62.5K
$7.31M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15.6KNew |
$1.86M - $2.12M
|
15.6K
$1.82M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.6KNew |
$1.86M - $2.12M
|
15.6K
$1.82M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.5KNew |
$1.85M - $2.11M
|
15.5K
$1.81M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
14.6KNew |
$1.75M - $1.99M
|
14.6K
$1.71M
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
14KNew |
$1.67M - $1.91M
|
14K
$1.64M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14K+ 62.58% |
$1.67M - $1.91M
|
36.3K
$4.25M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.1K+ 7.05% |
$1.57M - $1.79M
|
199K
$23.3M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$1.51M - $1.72M
|
12.6K
$1.47M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3KNew |
$1.47M - $1.68M
|
12.3K
$1.44M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12KNew |
$1.44M - $1.64M
|
12K
$1.41M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.6K+ 479.86% |
$1.38M - $1.58M
|
14K
$1.64M
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
11.6KNew |
$1.38M - $1.58M
|
11.6K
$1.35M
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
11.4KNew |
$1.36M - $1.55M
|
11.4K
$1.33M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.2KNew |
$1.33M - $1.52M
|
11.2K
$1.31M
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
10.3KNew |
$1.24M - $1.41M
|
10.3K
$1.21M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.3KNew |
$1.23M - $1.4M
|
10.3K
$1.2M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$1.2M - $1.36M
|
10K
$1.17M
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.92K+ 70.48% |
$1.19M - $1.35M
|
24K
$2.81M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9.17K+ 8.11% |
$1.1M - $1.25M
|
122K
$14.3M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.51KNew |
$1.02M - $1.16M
|
8.51K
$995K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.41KNew |
$1.01M - $1.15M
|
8.41K
$984K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.39K+ 218.96% |
$1M - $1.14M
|
12.2K
$1.43M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.2KNew |
$981K - $1.12M
|
8.2K
$960K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.2K+ 3.65% |
$980K - $1.12M
|
233K
$27.2M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
8.06K+ 481.15% |
$965K - $1.1M
|
9.74K
$1.14M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.48K+ 103.92% |
$895K - $1.02M
|
14.7K
$1.72M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.37KNew |
$882K - $1.01M
|
7.37K
$863K
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.93KNew |
$828K - $944K
|
6.93K
$810K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.85K+ 20.07% |
$819K - $934K
|
41K
$4.79M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.73KNew |
$805K - $918K
|
6.73K
$788K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.66K+ 1085.02% |
$797K - $908K
|
7.28K
$851K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.56K+ 287.0% |
$784K - $894K
|
8.84K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
6.55KNew |
$783K - $892K
|
6.55K
$766K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.48K+ 35.2% |
$775K - $883K
|
24.9K
$2.91M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.04K+ 133.75% |
$723K - $824K
|
10.6K
$1.24M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.98KNew |
$716K - $815K
|
5.98K
$700K
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.63K+ 84.35% |
$673K - $767K
|
12.3K
$1.44M
|