Colonial River Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Colonial River Wealth Management, LLC

$246 Million
Q3 2025

A detailed history of Colonial River Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 7,394 shares of XMMO stock, worth $991,683. This represents 0.41% of its overall portfolio holdings.

Number of Shares

7,394

Holding current value

$991,683

% of portfolio

0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$128.6 - $136.01 $950,868 - $1.01 Million	7,394 New	7,394 $999,000
Q4 2024 Feb 04, 2025	BUY	$119.61 - $136.3 $1.86 Million - $2.12 Million	15,587 New	15,587 $1.93 Million
Q2 2022 Aug 15, 2022	SELL	$70.2 - $89.17 $207,651 - $263,764	-2,958 Closed	0 $0
Q1 2022 Apr 15, 2022	SELL	$79.16 - $91.92 $401,499 - $466,218	-5,072 Reduced 63.16%	2,958 $255,000
Q4 2021 Feb 15, 2022	BUY	$84.73 - $96.52 $680,381 - $775,055	8,030 New	8,030 $730,000

Q3 2021 Oct 25, 2021	SELL	$81.13 - $88.42 $808,866 - $881,547	-9,970 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$79.62 - $88.93 $86,148 - $96,222	-1,082 Reduced 9.79%	9,970 $854,000
Q1 2021 May 17, 2021	BUY	$77.23 - $88.03 $88,196 - $100,530	1,142 Added 11.52%	11,052 $926,000
Q4 2020 Feb 19, 2021	BUY	$67.23 - $79.47 $666,249 - $787,547	9,910 New	9,910 $859,000

Others Institutions Holding XMMO

# of Institutions

388

Shares Held

22.7M

Call Options Held

1.9K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colonial River Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colonial River Wealth Management, LLC with notifications on news.

Account

Colonial River Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History