Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
904K+ 660.92% |
$64.7M - $73M
|
1.04M
$106M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
645K+ 37286.48% |
$46.2M - $52.1M
|
647K
$66.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
391KNew |
$28M - $31.6M
|
391K
$40M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
335KNew |
$24M - $27.1M
|
335K
$34.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
188K+ 73.91% |
$13.4M - $15.1M
|
441K
$45.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
184K+ 16.78% |
$13.1M - $14.8M
|
1.28M
$131M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 45.13% |
$11.2M - $12.6M
|
502K
$51.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
135K+ 30.99% |
$9.63M - $10.9M
|
569K
$58.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
113KNew |
$8.1M - $9.13M
|
113K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.5K+ 103.34% |
$6.48M - $7.3M
|
178K
$18.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.3K+ 31.09% |
$5.11M - $5.76M
|
301K
$30.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
69.6KNew |
$4.98M - $5.62M
|
69.6K
$7.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
66.6KNew |
$4.76M - $5.37M
|
66.6K
$6.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.3K+ 59.44% |
$4.1M - $4.63M
|
154K
$15.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.3K+ 78.3% |
$2.96M - $3.34M
|
94.1K
$9.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
40.6KNew |
$2.9M - $3.27M
|
40.6K
$4.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
39KNew |
$2.79M - $3.15M
|
39K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.3K+ 101.54% |
$2.53M - $2.85M
|
70.1K
$7.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34.2KNew |
$2.45M - $2.76M
|
34.2K
$3.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
31.8KNew |
$2.28M - $2.57M
|
31.8K
$3.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.3K+ 232.29% |
$2.03M - $2.29M
|
40.5K
$4.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
27.6KNew |
$1.98M - $2.23M
|
27.6K
$2.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
27K+ 16456.1% |
$1.93M - $2.18M
|
27.2K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.6K+ 140.26% |
$1.69M - $1.91M
|
40.5K
$4.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 89.49% |
$1.6M - $1.81M
|
47.4K
$4.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.1KNew |
$1.58M - $1.78M
|
22.1K
$2.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
19.9KNew |
$1.42M - $1.6M
|
19.9K
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
19.5K+ 39.12% |
$1.4M - $1.58M
|
69.5K
$7.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.7KNew |
$1.34M - $1.51M
|
18.7K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
18.3KNew |
$1.31M - $1.48M
|
18.3K
$1.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.1KNew |
$1.22M - $1.38M
|
17.1K
$1.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.6KNew |
$1.19M - $1.34M
|
16.6K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.4K+ 74.97% |
$1.17M - $1.32M
|
38.2K
$3.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
15.5K+ 5.45% |
$1.11M - $1.25M
|
300K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
14.7KNew |
$1.05M - $1.18M
|
14.7K
$1.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
13.8KNew |
$986K - $1.11M
|
13.8K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$956K - $1.08M
|
13.4K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13KNew |
$933K - $1.05M
|
13K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.9KNew |
$922K - $1.04M
|
12.9K
$1.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 25.6% |
$810K - $913K
|
55.5K
$5.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.46KNew |
$677K - $763K
|
9.46K
$967K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
8.62KNew |
$617K - $696K
|
8.62K
$881K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.59K+ 17.7% |
$615K - $693K
|
57.1K
$5.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.24KNew |
$518K - $584K
|
7.24K
$740K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.85K+ 5.23% |
$490K - $553K
|
138K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.82K+ 31.26% |
$488K - $550K
|
28.6K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.75KNew |
$483K - $545K
|
6.75K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.58K+ 14.16% |
$471K - $531K
|
53K
$5.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.55K+ 31.25% |
$469K - $529K
|
27.5K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.16KNew |
$441K - $497K
|
6.16K
$629K
|