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 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.65KNew |
$229K - $291K
|
2.65K
$271K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.56K+ 108.42% |
$222K - $282K
|
4.93K
$504K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.17KNew |
$188K - $239K
|
2.17K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.14KNew |
$185K - $236K
|
2.14K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.09K+ 4.35% |
$180K - $229K
|
50K
$5.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.04KNew |
$176K - $224K
|
2.04K
$208K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.04KNew |
$176K - $224K
|
2.04K
$208K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.97KNew |
$170K - $216K
|
1.97K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.92KNew |
$166K - $212K
|
1.92K
$197K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$164K - $209K
|
1.9K
$194K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.86K+ 9.38% |
$161K - $205K
|
21.7K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.83KNew |
$158K - $201K
|
1.83K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.78K+ 2.29% |
$154K - $196K
|
79.6K
$8.14M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.74K+ 41.89% |
$151K - $192K
|
5.9K
$603K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.73K+ 11.43% |
$149K - $190K
|
16.8K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.57K+ 2.37% |
$136K - $173K
|
67.7K
$6.93M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.44K+ 32.44% |
$124K - $158K
|
5.88K
$601K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.28K+ 26.0% |
$110K - $140K
|
6.18K
$632K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.22K+ 26.27% |
$105K - $134K
|
5.84K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.2K+ 44.53% |
$104K - $132K
|
3.9K
$398K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.14KNew |
$98.7K - $126K
|
1.14K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 1.55% |
$96.6K - $123K
|
73.1K
$7.48M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.08KNew |
$93K - $118K
|
1.08K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
879+ 11.28% |
$76K - $96.7K
|
8.67K
$886K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
838+ 1.41% |
$72.5K - $92.2K
|
60.2K
$6.16M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
814+ 22.24% |
$70.4K - $89.6K
|
4.47K
$457K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
811+ 12.49% |
$70.1K - $89.3K
|
7.3K
$747K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
811+ 12.3% |
$70.1K - $89.3K
|
7.41K
$757K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
806+ 63.32% |
$69.7K - $88.7K
|
2.08K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
721+ 205.41% |
$62.3K - $79.3K
|
1.07K
$110K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
681+ 26.4% |
$58.9K - $74.9K
|
3.26K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
629+ 1.74% |
$54.4K - $69.2K
|
36.8K
$3.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
601+ 7.3% |
$52K - $66.1K
|
8.83K
$903K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
600+ 8.24% |
$51.9K - $66K
|
7.88K
$806K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
592New |
$51.2K - $65.1K
|
592
$60.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
592New |
$51.2K - $65.1K
|
592
$60.5K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
510New |
$44.1K - $56.1K
|
510
$52.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
469New |
$40.6K - $51.6K
|
469
$48K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
442+ 1.29% |
$38.2K - $48.6K
|
34.8K
$3.56M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
411+ 3.54% |
$35.5K - $45.2K
|
12K
$1.23M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
339+ 12.47% |
$29.3K - $37.3K
|
3.06K
$313K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
337+ 3.73% |
$29.1K - $37.1K
|
9.36K
$957K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
328+ 2.14% |
$28.4K - $36.1K
|
15.7K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
320+ 6.53% |
$27.7K - $35.2K
|
5.22K
$533K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
295+ 5.04% |
$25.5K - $32.5K
|
6.15K
$629K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
291New |
$25.2K - $32K
|
291
$29.8K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
263New |
$22.7K - $28.9K
|
263
$26.9K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
261+ 97.39% |
$22.6K - $28.7K
|
529
$54.1K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
238+ 4.49% |
$20.6K - $26.2K
|
5.54K
$567K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$17.3K - $22K
|
200
$20.5K
|