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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-28- 9.82% |
$2.85K - $3.6K
|
257
$34.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
42.1K+ 92.03% |
$4.29M - $5.41M
|
87.8K
$11.8M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38New |
$3.87K - $4.89K
|
38
$5.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.63% |
$102 - $129
|
161
$21.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.38K+ 196.36% |
$446K - $563K
|
6.6K
$886K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.82K+ 51.88% |
$593K - $748K
|
17K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.57KNew |
$160K - $201K
|
1.57K
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.95K- 52.91% |
$504K - $636K
|
4.4K
$590K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-400- 10.4% |
$40.8K - $51.5K
|
3.45K
$462K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.33KNew |
$259K - $310K
|
2.33K
$313K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
47New |
$5.21K - $6.25K
|
47
$6.3K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
200+ 10.96% |
$22.2K - $26.6K
|
2.03K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-386K- 78.68% |
$42.9M - $51.4M
|
105K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-520- 83.74% |
$57.7K - $69.1K
|
101
$13.5K
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
23.3KNew |
$2.58M - $3.09M
|
23.3K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17+ 1.2% |
$1.89K - $2.26K
|
1.44K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-984- 35.49% |
$109K - $131K
|
1.79K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-184- 6.63% |
$20.4K - $24.5K
|
2.59K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.39K- 35.5% |
$265K - $318K
|
4.34K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.53KNew |
$392K - $470K
|
3.53K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
38New |
$4.21K - $5.05K
|
38
$5.1K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.21% |
$998 - $1.2K
|
4.36K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-921- 31.6% |
$102K - $122K
|
1.99K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-202- 7.37% |
$22.4K - $26.9K
|
2.54K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
114New |
$12.6K - $15.2K
|
114
$15.3K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
628+ 7.57% |
$69.6K - $83.5K
|
8.92K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
56.4KNew |
$6.25M - $7.49M
|
56.4K
$7.56M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-44.9K- 99.5% |
$4.98M - $5.97M
|
225
$30.2K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.84KNew |
$204K - $245K
|
1.84K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
30New |
$3.33K - $3.99K
|
30
$4.02K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$9.65K - $11.6K
|
87
$11.7K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
416+ 63.22% |
$46.1K - $55.3K
|
1.07K
$144K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55+ 5.02% |
$6.1K - $7.31K
|
1.15K
$154K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
59New |
$6.54K - $7.84K
|
59
$7.91K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29.4K- 77.9% |
$3.26M - $3.91M
|
8.34K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.77K- 14.31% |
$196K - $235K
|
10.6K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-5.91K- 5.79% |
$656K - $786K
|
96.2K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-200- 44.94% |
$22.2K - $26.6K
|
245
$32.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-23.5K- 32.33% |
$2.6M - $3.12M
|
49.2K
$6.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.72% |
$111 - $133
|
59
$7.91K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-19- 25.68% |
$2.11K - $2.53K
|
55
$7.38K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
580New |
$64.3K - $77.1K
|
580
$77.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2+ 0.15% |
$222 - $266
|
1.3K
$174K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29New |
$3.22K - $3.85K
|
29
$3.89K
|
|
| Q4 2024 | |||||||
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8.79KNew |
$1.05M - $1.2M
|
8.79K
$1.18M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
649New |
$77.6K - $88.5K
|
649
$87K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.73KNew |
$327K - $373K
|
2.73K
$367K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.65KNew |
$316K - $361K
|
2.65K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.06MNew |
$127M - $145M
|
1.06M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
48.1K+ 28.81% |
$5.75M - $6.55M
|
215K
$28.8M
|
|