Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.96K+ 14.36% |
$688K - $876K
|
63.4K
$6.48M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.24KNew |
$626K - $797K
|
7.24K
$740K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.95KNew |
$601K - $765K
|
6.95K
$710K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.64K+ 19.28% |
$574K - $731K
|
41.1K
$4.2M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.39K+ 3.01% |
$553K - $704K
|
219K
$22.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.31KNew |
$546K - $695K
|
6.31K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.29KNew |
$544K - $692K
|
6.29K
$643K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.26K+ 74.26% |
$541K - $689K
|
14.7K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.22KNew |
$537K - $684K
|
6.22K
$636K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.2KNew |
$536K - $682K
|
6.2K
$634K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.17K+ 4.74% |
$534K - $679K
|
136K
$14M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.82K+ 15.68% |
$503K - $641K
|
43K
$4.39M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.74K+ 7.5% |
$497K - $632K
|
82.3K
$8.41M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.73K+ 5.34% |
$496K - $631K
|
113K
$11.6M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.63K+ 17.28% |
$487K - $620K
|
38.2K
$3.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.52K+ 173.24% |
$477K - $607K
|
8.7K
$890K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.44KNew |
$470K - $599K
|
5.44K
$556K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.26K+ 64.52% |
$455K - $579K
|
13.4K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.24K+ 201.81% |
$453K - $577K
|
7.84K
$801K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.93K+ 131.84% |
$426K - $543K
|
8.67K
$887K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.78KNew |
$413K - $526K
|
4.78K
$488K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.47KNew |
$387K - $492K
|
4.47K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
4.27K+ 7.57% |
$369K - $470K
|
60.7K
$6.21M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.23KNew |
$365K - $465K
|
4.23K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.21K+ 26.19% |
$364K - $463K
|
20.3K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.08K+ 635.2% |
$353K - $449K
|
4.72K
$483K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.02K+ 22.68% |
$347K - $442K
|
21.7K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.86KNew |
$334K - $425K
|
3.86K
$395K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.68KNew |
$318K - $405K
|
3.68K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.68KNew |
$318K - $405K
|
3.68K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
3.68KNew |
$318K - $405K
|
3.68K
$376K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.62K+ 4.24% |
$313K - $398K
|
88.9K
$9.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.61K+ 4.41% |
$312K - $397K
|
85.5K
$8.74M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.54KNew |
$306K - $390K
|
3.54K
$362K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.51K+ 5.44% |
$303K - $386K
|
68K
$6.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.36KNew |
$291K - $370K
|
3.36K
$344K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.26K+ 2.96% |
$281K - $358K
|
113K
$11.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.21K+ 20.98% |
$277K - $353K
|
18.5K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.16K+ 223.46% |
$273K - $348K
|
4.58K
$468K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.1K+ 17.85% |
$268K - $341K
|
20.5K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3K+ 60.0% |
$259K - $330K
|
8K
$818K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.95KNew |
$255K - $325K
|
2.95K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.92K+ 14.67% |
$252K - $321K
|
22.8K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.91KNew |
$252K - $321K
|
2.91K
$298K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.9K+ 42.93% |
$251K - $319K
|
9.65K
$987K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87K+ 10.13% |
$248K - $316K
|
31.2K
$3.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.81K+ 9.26% |
$243K - $310K
|
33.2K
$3.39M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.72K+ 5.49% |
$235K - $299K
|
52.2K
$5.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.67KNew |
$231K - $294K
|
2.67K
$273K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.66KNew |
$230K - $293K
|
2.66K
$272K
|