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 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.84K+ 33.43% |
$418K - $471K
|
23.3K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.48KNew |
$392K - $442K
|
5.48K
$560K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.23KNew |
$374K - $422K
|
5.23K
$534K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.05K+ 6.16% |
$361K - $407K
|
86.9K
$8.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
5.02KNew |
$359K - $405K
|
5.02K
$513K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.37KNew |
$313K - $353K
|
4.37K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.8K+ 10.34% |
$272K - $307K
|
40.5K
$4.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.53K+ 4.47% |
$252K - $285K
|
82.4K
$8.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.46KNew |
$248K - $279K
|
3.46K
$354K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.4KNew |
$244K - $275K
|
3.4K
$348K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.29KNew |
$236K - $266K
|
3.29K
$337K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.14KNew |
$225K - $254K
|
3.14K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.06K+ 102.38% |
$219K - $247K
|
6.04K
$618K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.73KNew |
$195K - $220K
|
2.73K
$279K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.62KNew |
$187K - $211K
|
2.62K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.61K+ 16.83% |
$187K - $211K
|
18.1K
$1.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.54KNew |
$182K - $205K
|
2.54K
$259K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.48K+ 13.21% |
$177K - $200K
|
21.2K
$2.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.18K+ 34.06% |
$156K - $176K
|
8.57K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.14K+ 16.18% |
$153K - $173K
|
15.4K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.13K+ 23.9% |
$153K - $172K
|
11.1K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.62K+ 23.82% |
$116K - $131K
|
8.43K
$862K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.45K+ 5.17% |
$104K - $117K
|
29.5K
$3.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.18K+ 97.68% |
$84.5K - $95.3K
|
2.39K
$244K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 4.3% |
$79.6K - $89.7K
|
27K
$2.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
990+ 3.86% |
$70.9K - $79.9K
|
26.7K
$2.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
766+ 18.32% |
$54.8K - $61.8K
|
4.95K
$506K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
576+ 3.75% |
$41.2K - $46.5K
|
15.9K
$1.63M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
540+ 1.62% |
$38.7K - $43.6K
|
33.9K
$3.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
506+ 10.11% |
$36.2K - $40.8K
|
5.51K
$564K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
338New |
$24.2K - $27.3K
|
338
$34.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
314+ 4.59% |
$22.5K - $25.3K
|
7.15K
$731K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
280+ 3.79% |
$20K - $22.6K
|
7.68K
$785K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
130+ 1.56% |
$9.31K - $10.5K
|
8.49K
$868K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
120+ 81.08% |
$8.59K - $9.69K
|
268
$27.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
120+ 81.08% |
$8.59K - $9.69K
|
268
$27.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
119New |
$8.52K - $9.6K
|
119
$12.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
81New |
$5.8K - $6.54K
|
81
$8.28K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22New |
$1.57K - $1.78K
|
22
$2.25K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
15+ 0.12% |
$1.07K - $1.21K
|
12.8K
$1.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.15% |
$429 - $484
|
3.99K
$408K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4+ 0.08% |
$286 - $323
|
5.23K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.03% |
$71.6 - $80.7
|
3.66K
$374K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-27- 0.46% |
$1.93K - $2.18K
|
5.88K
$601K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 0.91% |
$2.15K - $2.42K
|
3.28K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-67- 0.74% |
$4.8K - $5.41K
|
8.93K
$914K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-77- 1.39% |
$5.51K - $6.21K
|
5.48K
$561K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 1.65% |
$10K - $11.3K
|
8.35K
$854K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-146- 4.98% |
$10.5K - $11.8K
|
2.79K
$285K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-147- 0.35% |
$10.5K - $11.9K
|
41.6K
$4.25M
|