Kellett Schaffner Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $146 Million
  • Q4 2025

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 35,498 shares of XMMO stock, worth $4.76 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares
35,498
Previous 34,636 2.49%
Holding current value
$4.76 Million
Previous $4.68 Million 1.64%
% of portfolio
3.26%
Previous 3.38%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$132.67 - $138.39 $114,361 - $119,292
862 Added 2.49%
35,498 $4.76 Million
Q3 2025

Oct 21, 2025
BUY
$128.6 - $136.01 $79,346 - $83,918
617 Added 1.81%
34,636 $4.68 Million
Q2 2025

Jul 25, 2025
BUY
$101.93 - $128.63 $206,510 - $260,604
2,026 Added 6.33%
34,019 $4.38 Million
Q1 2025

Apr 23, 2025
BUY
$110.9 - $132.93 $188,308 - $225,715
1,698 Added 5.6%
31,993 $3.64 Million
Q4 2024

Feb 04, 2025
BUY
$119.61 - $136.3 $158,842 - $181,006
1,328 Added 4.58%
30,295 $3.74 Million
Q3 2024

Oct 21, 2024
BUY
$110.22 - $120.89 $261,111 - $286,388
2,369 Added 8.91%
28,967 $3.49 Million
Q2 2024

Aug 09, 2024
BUY
$106.61 - $117.53 $2.84 Million - $3.13 Million
26,598 New
26,598 $3.03 Million
Q2 2022

Aug 08, 2022
SELL
$70.2 - $89.17 $231,660 - $294,261
-3,300 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$84.73 - $96.52 $279,609 - $318,516
3,300 New
3,300 $300,000

Others Institutions Holding XMMO

# of Institutions
402
Shares Held
23.1M
Call Options Held
1.9K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMMO Quotes by TradingView
  • Ticker XMMO
  • Sector ETFs
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More about XMMO
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