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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.69K- 10.88% |
$579K - $737K
|
54.8K
$5.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-7.33K- 11.01% |
$634K - $807K
|
59.3K
$6.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.82K- 4.96% |
$676K - $860K
|
150K
$15.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.44K- 0.91% |
$816K - $1.04M
|
1.02M
$105M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-9.83K- 8.72% |
$850K - $1.08M
|
103K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.4K- 7.64% |
$990K - $1.26M
|
138K
$14.2M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.6K- 9.07% |
$1.18M - $1.5M
|
136K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.4K- 0.91% |
$1.25M - $1.59M
|
1.57M
$160M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.7KClosed |
$1.36M - $1.73M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.2K- 85.42% |
$1.66M - $2.12M
|
3.28K
$335K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-31.1K- 56.04% |
$2.69M - $3.42M
|
24.4K
$2.49M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-32.8K- 28.42% |
$2.83M - $3.61M
|
82.6K
$8.44M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-34.3K- 40.29% |
$2.97M - $3.78M
|
50.9K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.5K- 9.89% |
$3.94M - $5.01M
|
415K
$42.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-46.1K- 27.99% |
$3.99M - $5.07M
|
119K
$12.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-152K- 49.69% |
$13.1M - $16.7M
|
154K
$15.7M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-160K- 63.04% |
$13.8M - $17.6M
|
93.9K
$9.6M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-239K- 15.95% |
$20.6M - $26.3M
|
1.26M
$129M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-478K- 99.9% |
$41.4M - $52.7M
|
465
$47.5K
|