Purchases and Sales Made in Q3 2023 in Invesco ETF Fd Tr Invesco S&P (XMVM)
This table provides information about the institutional ownership of Invesco ETF Fd Tr Invesco S&P (XMVM) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF FD TR INVESCO S&P .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
72.1K+ 172.18% |
$3.26M - $3.51M
|
114K
$6.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.5KNew |
$608K - $655K
|
13.5K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.4K+ 22.65% |
$469K - $505K
|
56.2K
$3.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 8.81% |
$296K - $318K
|
80.9K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.99K+ 2.67% |
$225K - $243K
|
192K
$10.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.93K+ 1.69% |
$177K - $191K
|
236K
$13.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.74K+ 21.99% |
$124K - $133K
|
15.2K
$861K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.47K+ 0.62% |
$111K - $120K
|
401K
$22.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.08K+ 18.97% |
$94K - $101K
|
13.1K
$739K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 1.54% |
$74.2K - $80K
|
108K
$6.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.35K+ 3.46% |
$60.7K - $65.4K
|
40.2K
$2.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
563New |
$25.4K - $27.4K
|
563
$31.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
515+ 1.93% |
$23.2K - $25K
|
27.2K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
488+ 1.69% |
$22K - $23.7K
|
29.4K
$1.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
188+ 4.3% |
$8.49K - $9.14K
|
4.56K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
177+ 1.53% |
$7.99K - $8.61K
|
11.8K
$667K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
125New |
$5.64K - $6.08K
|
125
$7.08K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
118New |
$5.33K - $5.74K
|
118
$6.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
42+ 0.39% |
$1.9K - $2.04K
|
10.8K
$614K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
40+ 0.59% |
$1.81K - $1.95K
|
6.87K
$389K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$90.3 - $97.3
|
9.21K
$521K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.05% |
$45.1 - $48.6
|
1.88K
$106K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2- 0.29% |
$90.3 - $97.3
|
697
$39.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-21- 0.19% |
$948 - $1.02K
|
11K
$623K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-23- 0.24% |
$1.04K - $1.12K
|
9.51K
$538K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-63- 0.63% |
$2.84K - $3.06K
|
9.95K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-208- 4.51% |
$9.39K - $10.1K
|
4.41K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-385- 2.28% |
$17.4K - $18.7K
|
16.5K
$934K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-625- 1.99% |
$28.2K - $30.4K
|
30.8K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.05K- 4.86% |
$47.3K - $50.9K
|
20.5K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.13K- 8.46% |
$51.1K - $55K
|
12.2K
$693K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.2K- 5.71% |
$54K - $58.2K
|
19.7K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.4K- 23.35% |
$154K - $166K
|
11.2K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.74K- 27.89% |
$214K - $230K
|
12.2K
$693K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-4.99K- 7.2% |
$225K - $243K
|
64.3K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.87K- 3.11% |
$265K - $286K
|
183K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.62KClosed |
$299K - $322K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.72K- 7.1% |
$303K - $327K
|
87.9K
$4.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.67K- 8.27% |
$346K - $373K
|
85K
$4.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.2K- 21.88% |
$820K - $884K
|
64.9K
$3.67M
|