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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
199New |
$17.2K - $21.9K
|
199
$20.3K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
188New |
$16.3K - $20.7K
|
188
$19.2K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
187New |
$16.2K - $20.6K
|
187
$19.1K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
180New |
$15.6K - $19.8K
|
180
$18.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
153New |
$13.2K - $16.8K
|
153
$15.6K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
140+ 0.42% |
$12.1K - $15.4K
|
33.1K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
133+ 0.87% |
$11.5K - $14.6K
|
15.4K
$1.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
115New |
$9.94K - $12.7K
|
115
$11.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$7.52K - $9.57K
|
87
$8.9K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71New |
$6.14K - $7.81K
|
71
$7.26K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
59New |
$5.1K - $6.49K
|
59
$6.03K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
58+ 1.83% |
$5.02K - $6.38K
|
3.22K
$330K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
50+ 0.85% |
$4.32K - $5.5K
|
5.93K
$606K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
49+ 1.36% |
$4.24K - $5.39K
|
3.64K
$372K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
48+ 0.12% |
$4.15K - $5.28K
|
41.4K
$4.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
40+ 0.64% |
$3.46K - $4.4K
|
6.32K
$646K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31+ 7.23% |
$2.68K - $3.41K
|
460
$47K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25New |
$2.16K - $2.75K
|
25
$2.56K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 7.85% |
$1.3K - $1.65K
|
206
$21.1K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4+ 0.08% |
$346 - $440
|
5.24K
$536K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1+ 0.03% |
$86.5 - $110
|
2.92K
$299K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 0.42% |
$1.21K - $1.54K
|
3.3K
$338K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-21- 0.06% |
$1.82K - $2.31K
|
33.1K
$3.38M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.53% |
$3.46K - $4.4K
|
7.52K
$768K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-73- 1.18% |
$6.31K - $8.03K
|
6.1K
$624K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-105- 1.5% |
$9.08K - $11.6K
|
6.9K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-141- 0.8% |
$12.2K - $15.5K
|
17.6K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-179- 4.18% |
$15.5K - $19.7K
|
4.1K
$420K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-180- 4.56% |
$15.6K - $19.8K
|
3.77K
$386K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-206- 2.74% |
$17.8K - $22.7K
|
7.32K
$748K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-210- 21.43% |
$18.2K - $23.1K
|
770
$78.7K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-219- 6.12% |
$18.9K - $24.1K
|
3.36K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-226- 0.94% |
$19.5K - $24.9K
|
23.7K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-233- 5.36% |
$20.1K - $25.6K
|
4.11K
$420K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-431- 42.72% |
$37.3K - $47.4K
|
578
$59.1K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-442- 8.98% |
$38.2K - $48.6K
|
4.48K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-497- 4.84% |
$43K - $54.7K
|
9.77K
$999K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-605- 1.43% |
$52.3K - $66.6K
|
41.6K
$4.25M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-619- 12.18% |
$53.5K - $68.1K
|
4.46K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-754- 0.24% |
$65.2K - $83K
|
309K
$31.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-770- 79.38% |
$66.6K - $84.7K
|
200
$20.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.17K- 7.99% |
$101K - $128K
|
13.4K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.01K- 64.33% |
$174K - $221K
|
1.11K
$114K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.05K- 29.75% |
$177K - $225K
|
4.84K
$495K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.58K- 31.15% |
$223K - $283K
|
5.69K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.7K- 17.79% |
$233K - $297K
|
12.5K
$1.27M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.29K- 8.61% |
$284K - $362K
|
34.9K
$3.57M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-3.9K- 5.3% |
$338K - $430K
|
69.7K
$7.13M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.99K- 37.88% |
$345K - $439K
|
6.54K
$669K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.57K- 11.27% |
$395K - $503K
|
36K
$3.68M
|