Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
92+ 0.49% |
$6.3K - $7.1K
|
18.7K
$1.92M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
34+ 0.23% |
$2.33K - $2.62K
|
14.8K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
24+ 0.29% |
$1.64K - $1.85K
|
8.22K
$841K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
21+ 0.5% |
$1.44K - $1.62K
|
4.18K
$428K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.3% |
$821 - $926
|
3.98K
$407K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7+ 0.13% |
$479 - $540
|
5.22K
$534K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.96% |
$68.4 - $77.1
|
52
$5.32K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$68.4 - $77.1
|
6.39K
$654K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 0.18% |
$1.03K - $1.16K
|
8.49K
$868K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-36- 18.0% |
$2.46K - $2.78K
|
164
$16.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-93- 1.35% |
$6.36K - $7.17K
|
6.82K
$697K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-180- 2.57% |
$12.3K - $13.9K
|
6.84K
$699K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-194- 5.53% |
$13.3K - $15K
|
3.31K
$339K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-468- 11.34% |
$32K - $36.1K
|
3.66K
$374K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-471- 1.28% |
$32.2K - $36.3K
|
36.3K
$3.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-545- 1.29% |
$37.3K - $42K
|
41.7K
$4.27M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-625- 60.15% |
$42.8K - $48.2K
|
414
$42.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.12K- 12.77% |
$76.8K - $86.5K
|
7.66K
$784K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 9.45% |
$78.8K - $88.9K
|
11K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.5K- 1.79% |
$102K - $115K
|
81.9K
$8.37M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.04K- 7.35% |
$139K - $157K
|
25.7K
$2.62M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.26K- 20.26% |
$223K - $251K
|
12.8K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.33K- 17.29% |
$296K - $334K
|
20.7K
$2.12M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.7KClosed |
$322K - $363K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8.39K- 30.47% |
$574K - $647K
|
19.1K
$1.96M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.5K- 72.75% |
$2.02M - $2.27M
|
11K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-92.6K- 63.69% |
$6.34M - $7.14M
|
52.8K
$5.4M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-120K- 47.78% |
$8.2M - $9.24M
|
131K
$13.4M
|