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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-472- 12.37% |
$42.1K - $49.1K
|
3.34K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-476- 4.96% |
$42.4K - $49.5K
|
9.12K
$887K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-500- 16.67% |
$44.6K - $52K
|
2.5K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-505- 2.5% |
$45K - $52.5K
|
19.7K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-515- 9.2% |
$45.9K - $53.6K
|
5.08K
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-530- 8.44% |
$47.3K - $55.1K
|
5.75K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-545- 99.82% |
$48.6K - $56.7K
|
1
$97.3
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-555- 13.62% |
$49.5K - $57.7K
|
3.52K
$342K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-626- 1.55% |
$55.8K - $65.1K
|
39.7K
$3.86M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-657- 4.6% |
$58.6K - $68.4K
|
13.6K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-705- 11.52% |
$62.9K - $73.3K
|
5.42K
$527K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-720- 12.65% |
$64.2K - $74.9K
|
4.97K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-736- 1.12% |
$65.6K - $76.6K
|
64.8K
$6.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-749- 33.65% |
$66.8K - $77.9K
|
1.48K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-790- 3.29% |
$70.5K - $82.2K
|
23.2K
$2.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-831- 22.89% |
$74.1K - $86.5K
|
2.8K
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-923- 75.47% |
$82.3K - $96K
|
300
$29.2K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-957- 1.08% |
$85.3K - $99.6K
|
87.6K
$8.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.17K- 23.78% |
$104K - $122K
|
3.74K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.2K- 21.92% |
$107K - $125K
|
4.28K
$416K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 41.78% |
$110K - $128K
|
1.71K
$167K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-1.31K- 1.7% |
$117K - $137K
|
76K
$7.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.48K- 2.84% |
$132K - $154K
|
50.8K
$4.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.69K- 3.62% |
$150K - $175K
|
44.9K
$4.37M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.73K- 44.73% |
$155K - $180K
|
2.14K
$209K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.76K- 7.67% |
$157K - $183K
|
21.2K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.76K- 26.01% |
$157K - $183K
|
5.02K
$488K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.81K- 3.09% |
$162K - $188K
|
56.9K
$5.53M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.91K- 22.26% |
$171K - $199K
|
6.69K
$651K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.08K- 2.8% |
$185K - $216K
|
72.2K
$7.02M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.3K- 4.1% |
$205K - $240K
|
53.9K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.65K- 13.89% |
$237K - $276K
|
16.4K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.91K- 11.62% |
$259K - $303K
|
22.1K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.92K- 32.33% |
$260K - $303K
|
6.1K
$594K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.93K- 45.12% |
$261K - $305K
|
3.56K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-3.31K- 55.35% |
$295K - $344K
|
2.67K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-3.36K- 35.34% |
$300K - $350K
|
6.16K
$599K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-3.41K- 31.06% |
$304K - $355K
|
7.57K
$736K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-3.56K- 7.29% |
$318K - $371K
|
45.3K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4K- 6.29% |
$357K - $416K
|
59.6K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.15K- 45.63% |
$370K - $431K
|
4.94K
$481K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-4.22K- 17.57% |
$376K - $439K
|
19.8K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-4.63K- 20.77% |
$413K - $482K
|
17.7K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.64K- 21.79% |
$414K - $482K
|
16.6K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.02K- 59.88% |
$447K - $522K
|
3.36K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.33K- 8.59% |
$565K - $659K
|
67.3K
$6.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.49K- 29.05% |
$579K - $675K
|
15.8K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.7K- 5.44% |
$598K - $697K
|
117K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.84K- 50.0% |
$610K - $711K
|
6.84K
$665K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-7.03K- 33.47% |
$627K - $731K
|
14K
$1.36M
|