Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XMMO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.74KNew |
$208K - $237K
|
1.74K
$226K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.97K+ 36.94% |
$475K - $541K
|
14.7K
$1.91M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$369K - $420K
|
3.08K
$400K
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.4K+ 138.37% |
$526K - $599K
|
7.57K
$983K
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
45.1KNew |
$5.39M - $6.15M
|
45.1K
$5.85M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74K+ 394.15% |
$8.85M - $10.1M
|
92.8K
$12M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-15- 0.84% |
$1.79K - $2.04K
|
1.77K
$229K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.48KNew |
$297K - $338K
|
2.48K
$322K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-124- 4.69% |
$14.8K - $16.9K
|
2.52K
$327K
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
2.73K+ 2.74% |
$326K - $371K
|
102K
$13.2M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.8KNew |
$7.03M - $8.01M
|
58.8K
$7.63M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.66K+ 1085.02% |
$797K - $908K
|
7.28K
$944K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.63K+ 2.85% |
$435K - $495K
|
131K
$17M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.61K- 44.33% |
$193K - $220K
|
2.02K
$263K
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
43.4KNew |
$5.19M - $5.91M
|
43.4K
$5.63M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
23+ 0.64% |
$2.75K - $3.13K
|
3.64K
$473K
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
54.8KNew |
$6.56M - $7.47M
|
54.8K
$7.11M
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-8- 0.18% |
$957 - $1.09K
|
4.37K
$568K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$5.5K - $6.27K
|
46
$5.97K
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.93KNew |
$828K - $944K
|
6.93K
$899K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.71KNew |
$204K - $233K
|
1.71K
$222K
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 3.16% |
$122K - $139K
|
31.3K
$4.06M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
20.5KNew |
$2.45M - $2.79M
|
20.5K
$2.66M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
224K+ 918.26% |
$26.8M - $30.6M
|
249K
$32.3M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.83K+ 168.5% |
$458K - $522K
|
6.1K
$792K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.51KNew |
$1.02M - $1.16M
|
8.51K
$1.1M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.8K+ 4726.32% |
$215K - $245K
|
1.83K
$238K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-600- 46.15% |
$71.8K - $81.8K
|
700
$90.8K
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-775- 3.71% |
$92.7K - $106K
|
20.1K
$2.61M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.45K+ 11.17% |
$293K - $334K
|
24.4K
$3.17M
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.29K- 5.22% |
$155K - $176K
|
23.5K
$3.05M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.22K- 0.98% |
$146K - $166K
|
123K
$15.9M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.5KNew |
$1.85M - $2.11M
|
15.5K
$2.01M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.2KNew |
$981K - $1.12M
|
8.2K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
69+ 0.96% |
$8.25K - $9.4K
|
7.23K
$939K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.98KNew |
$237K - $270K
|
1.98K
$257K
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
32.9K+ 1383.22% |
$3.93M - $4.48M
|
35.3K
$4.58M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.1KNew |
$131K - $149K
|
1.1K
$142K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-41.5K- 99.87% |
$4.97M - $5.66M
|
55
$7.14K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-262- 3.25% |
$31.3K - $35.7K
|
7.79K
$1.01M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.37KNew |
$882K - $1.01M
|
7.37K
$957K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-101- 0.74% |
$12.1K - $13.8K
|
13.5K
$1.75M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.48K+ 35.2% |
$775K - $883K
|
24.9K
$3.23M
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
99.2KNew |
$11.9M - $13.5M
|
99.2K
$12.9M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.18K+ 130.95% |
$261K - $297K
|
3.84K
$499K
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$657K - $749K
|
5.49K
$713K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
86.2K+ 24.59% |
$10.3M - $11.7M
|
437K
$56.7M
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
35.3KNew |
$4.22M - $4.81M
|
35.3K
$4.58M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.97KNew |
$355K - $405K
|
2.97K
$385K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.29K- 9.3% |
$752K - $857K
|
61.3K
$7.96M
|