Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q1 2025. 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 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
62+ 1.71% |
$5.53K - $6.45K
|
3.68K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
56+ 0.5% |
$4.99K - $5.83K
|
11.2K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
56+ 4.23% |
$4.99K - $5.83K
|
1.38K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 59.78% |
$4.9K - $5.72K
|
147
$14.3K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
47+ 1.09% |
$4.19K - $4.89K
|
4.34K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
39+ 1.39% |
$3.48K - $4.06K
|
2.85K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
18+ 0.18% |
$1.61K - $1.87K
|
9.8K
$953K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
16+ 0.2% |
$1.43K - $1.66K
|
8.03K
$781K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5+ 25.0% |
$446 - $520
|
25
$2.43K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4+ 0.2% |
$357 - $416
|
1.96K
$191K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.03% |
$178 - $208
|
6.99K
$680K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.84% |
$89.2 - $104
|
120
$11.7K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1- 0.02% |
$89.2 - $104
|
4.76K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-20- 0.35% |
$1.78K - $2.08K
|
5.72K
$557K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20- 0.44% |
$1.78K - $2.08K
|
4.52K
$439K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-22- 37.29% |
$1.96K - $2.29K
|
37
$3.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-22- 0.45% |
$1.96K - $2.29K
|
4.84K
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-29- 0.09% |
$2.59K - $3.02K
|
33.9K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-33- 7.93% |
$2.94K - $3.43K
|
383
$37.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-36- 0.47% |
$3.21K - $3.75K
|
7.7K
$749K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-38- 4.31% |
$3.39K - $3.95K
|
844
$82.1K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-40- 1.08% |
$3.57K - $4.16K
|
3.67K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-41- 0.02% |
$3.66K - $4.27K
|
175K
$17M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-53- 0.21% |
$4.73K - $5.51K
|
25.6K
$2.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-58- 0.51% |
$5.17K - $6.03K
|
11.4K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-62- 0.16% |
$5.53K - $6.45K
|
39.1K
$3.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-79- 1.76% |
$7.05K - $8.22K
|
4.4K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-84- 0.21% |
$7.49K - $8.74K
|
40.6K
$3.95M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-85- 15.48% |
$7.58K - $8.84K
|
464
$45.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-90- 47.37% |
$8.03K - $9.36K
|
100
$9.73K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-94- 28.66% |
$8.38K - $9.78K
|
234
$22.8K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-110- 0.2% |
$9.81K - $11.4K
|
56K
$5.45M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-112- 3.62% |
$9.99K - $11.7K
|
2.98K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-117- 1.55% |
$10.4K - $12.2K
|
7.45K
$725K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-137- 1.59% |
$12.2K - $14.3K
|
8.46K
$823K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-165- 5.61% |
$14.7K - $17.2K
|
2.78K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-172- 2.29% |
$15.3K - $17.9K
|
7.34K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-172- 2.57% |
$15.3K - $17.9K
|
6.52K
$634K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-197- 0.87% |
$17.6K - $20.5K
|
22.4K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-201- 2.49% |
$17.9K - $20.9K
|
7.86K
$764K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-227- 6.62% |
$20.2K - $23.6K
|
3.2K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-230- 14.88% |
$20.5K - $23.9K
|
1.32K
$128K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-234- 2.74% |
$20.9K - $24.3K
|
8.31K
$809K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-234- 1.51% |
$20.9K - $24.3K
|
15.3K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-250- 1.81% |
$22.3K - $26K
|
13.6K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-272- 70.28% |
$24.3K - $28.3K
|
115
$11.2K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-331- 1.72% |
$29.5K - $34.4K
|
18.9K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-366- 26.12% |
$32.6K - $38.1K
|
1.04K
$101K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-421- 10.99% |
$37.5K - $43.8K
|
3.41K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-460- 6.1% |
$41K - $47.9K
|
7.08K
$689K
|