Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
142K+ 43.18% |
$6.44M - $7.09M
|
471K
$26.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
102KNew |
$4.61M - $5.07M
|
102K
$5.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
39.6KNew |
$1.8M - $1.98M
|
39.6K
$2.24M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
26.5K+ 255.32% |
$1.2M - $1.32M
|
36.8K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 6.7% |
$1.13M - $1.25M
|
398K
$22.6M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
24.7KNew |
$1.12M - $1.23M
|
24.7K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
22.8KNew |
$1.03M - $1.14M
|
22.8K
$1.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 21.27% |
$739K - $813K
|
93K
$5.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.6K+ 24.99% |
$617K - $679K
|
68.1K
$3.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.73KNew |
$441K - $485K
|
9.73K
$550K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.33K+ 74.41% |
$423K - $465K
|
21.9K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.71KNew |
$350K - $385K
|
7.71K
$437K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.55K+ 137.64% |
$297K - $326K
|
11.3K
$640K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.5KNew |
$204K - $224K
|
4.5K
$255K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.98K+ 40.82% |
$135K - $148K
|
10.3K
$581K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.24K+ 1.86% |
$102K - $112K
|
123K
$6.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.04K+ 10.62% |
$92.5K - $102K
|
21.2K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.31K+ 12.96% |
$59.4K - $65.3K
|
11.4K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.28K+ 5.16% |
$58K - $63.8K
|
26.1K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.1K+ 6.62% |
$49.9K - $54.9K
|
17.7K
$1M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
658New |
$29.8K - $32.8K
|
658
$37.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
184+ 85.58% |
$8.34K - $9.17K
|
399
$22.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
78+ 1.04% |
$3.53K - $3.89K
|
7.61K
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
17+ 0.35% |
$770 - $848
|
4.83K
$273K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$363 - $399
|
8
$453
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.01% |
$45.3 - $49.9
|
7.97K
$451K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4- 0.11% |
$181 - $199
|
3.51K
$199K
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5- 0.53% |
$227 - $249
|
933
$52.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-20Closed |
$906 - $997
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 5.84% |
$1.18K - $1.3K
|
419
$23.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-127- 0.5% |
$5.76K - $6.33K
|
25K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-150Closed |
$6.8K - $7.48K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-300Closed |
$13.6K - $15K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-315- 0.99% |
$14.3K - $15.7K
|
31.6K
$1.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-728- 3.69% |
$33K - $36.3K
|
19K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-781- 14.81% |
$35.4K - $38.9K
|
4.49K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.11K- 6.09% |
$50.3K - $55.3K
|
17.1K
$969K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.64K- 6.91% |
$120K - $132K
|
35.6K
$2.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-4.5K- 50.0% |
$204K - $224K
|
4.5K
$255K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.91K- 47.51% |
$268K - $295K
|
6.53K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.28K- 1.43% |
$285K - $313K
|
431K
$24.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.59KClosed |
$299K - $328K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.54K- 28.48% |
$387K - $426K
|
21.5K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.3K- 69.04% |
$740K - $814K
|
7.33K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.7KClosed |
$800K - $880K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.7K- 55.38% |
$2.3M - $2.53M
|
40.9K
$2.31M
|