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 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.07K- 20.31% |
$631K - $736K
|
27.8K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.29K- 4.59% |
$650K - $759K
|
152K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-7.33K- 17.84% |
$654K - $763K
|
33.8K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.17K- 7.06% |
$728K - $850K
|
108K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.49K- 16.68% |
$757K - $883K
|
42.4K
$4.12M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-9.09K- 56.29% |
$810K - $946K
|
7.06K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.5K- 25.52% |
$932K - $1.09M
|
30.5K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 19.92% |
$934K - $1.09M
|
42.1K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 41.34% |
$949K - $1.11M
|
15.1K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.4K- 3.73% |
$1.02M - $1.19M
|
296K
$28.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.6K- 18.07% |
$1.04M - $1.21M
|
52.7K
$5.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.4K- 18.42% |
$1.11M - $1.29M
|
55K
$5.36M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.5K- 73.25% |
$1.11M - $1.3M
|
4.56K
$444K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.6K- 16.62% |
$1.12M - $1.31M
|
63.1K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.9K- 77.33% |
$1.15M - $1.34M
|
3.79K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-13K- 43.2% |
$1.16M - $1.36M
|
17.1K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13.1K- 30.24% |
$1.17M - $1.37M
|
30.3K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.3K- 68.71% |
$1.18M - $1.38M
|
6.05K
$589K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.4K- 14.76% |
$1.29M - $1.5M
|
83.4K
$8.11M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.8K- 6.15% |
$1.5M - $1.75M
|
257K
$25M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-17.2K- 78.09% |
$1.53M - $1.79M
|
4.83K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-17.4K- 79.54% |
$1.55M - $1.81M
|
4.47K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.8K- 9.38% |
$1.59M - $1.86M
|
172K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-18.8K- 54.11% |
$1.67M - $1.95M
|
15.9K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-23.4K- 18.91% |
$2.09M - $2.43M
|
100K
$9.76M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-23.7K- 99.25% |
$2.11M - $2.47M
|
180
$17.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-29.6K- 34.36% |
$2.64M - $3.08M
|
56.5K
$5.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-31.7K- 90.09% |
$2.82M - $3.3M
|
3.49K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-39K- 99.98% |
$3.48M - $4.06M
|
7
$681
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-41.9K- 65.57% |
$3.74M - $4.36M
|
22K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-44.5K- 19.26% |
$3.97M - $4.63M
|
187K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-44.9K- 65.61% |
$4M - $4.67M
|
23.5K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-46.6K- 51.34% |
$4.15M - $4.85M
|
44.2K
$4.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51.4K- 9.82% |
$4.58M - $5.34M
|
472K
$45.9M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-58.1K- 88.68% |
$5.18M - $6.04M
|
7.41K
$721K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-68.5K- 75.15% |
$6.11M - $7.12M
|
22.6K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-70.3K- 9.9% |
$6.27M - $7.32M
|
640K
$62.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-72.1K- 70.99% |
$6.43M - $7.5M
|
29.4K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-74.4K- 26.27% |
$6.63M - $7.74M
|
209K
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-74.5K- 99.93% |
$6.64M - $7.75M
|
50
$4.87K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-77KClosed |
$6.87M - $8.01M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-82.7K- 90.06% |
$7.38M - $8.61M
|
9.14K
$889K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-84.4K- 38.38% |
$7.52M - $8.78M
|
135K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90.1K- 79.47% |
$8.04M - $9.37M
|
23.3K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-119K- 71.53% |
$10.6M - $12.4M
|
47.3K
$4.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-146K- 84.42% |
$13M - $15.2M
|
26.9K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-149K- 2.79% |
$13.3M - $15.5M
|
5.19M
$505M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-174K- 8.65% |
$15.5M - $18.1M
|
1.84M
$179M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-179K- 34.54% |
$15.9M - $18.6M
|
339K
$32.9M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-179K- 77.39% |
$16M - $18.6M
|
52.4K
$5.09M
|