Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7.02K+ 9.37% |
$679K - $769K
|
81.9K
$8.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.96K+ 22.56% |
$673K - $762K
|
37.8K
$3.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
6.86KNew |
$664K - $752K
|
6.86K
$702K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.86K+ 1295.84% |
$663K - $751K
|
7.38K
$755K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.65KNew |
$644K - $729K
|
6.65K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.62K+ 9.74% |
$641K - $726K
|
74.6K
$7.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.57K+ 11.94% |
$636K - $720K
|
61.6K
$6.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
6.53KNew |
$632K - $716K
|
6.53K
$668K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.47KNew |
$626K - $709K
|
6.47K
$662K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.34K+ 4.65% |
$614K - $695K
|
143K
$14.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.23K+ 5.4% |
$603K - $683K
|
122K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.99K+ 34.72% |
$580K - $657K
|
23.3K
$2.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.91K+ 8.48% |
$572K - $648K
|
75.6K
$7.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.79K+ 7.01% |
$560K - $635K
|
88.3K
$9.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.75K+ 49.59% |
$557K - $631K
|
17.4K
$1.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.45K+ 49.84% |
$527K - $597K
|
16.4K
$1.68M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.33KNew |
$515K - $584K
|
5.33K
$544K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.01K+ 5.46% |
$485K - $549K
|
96.8K
$9.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
4.92KNew |
$476K - $539K
|
4.92K
$503K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
4.77K+ 5.87% |
$461K - $522K
|
85.9K
$8.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.72K+ 32.13% |
$456K - $517K
|
19.4K
$1.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.6K+ 5.18% |
$445K - $504K
|
93.5K
$9.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.59K+ 10.68% |
$444K - $503K
|
47.5K
$4.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.58K+ 21.1% |
$444K - $502K
|
26.3K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.51K+ 11.14% |
$436K - $494K
|
44.9K
$4.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.37K+ 129.94% |
$423K - $479K
|
7.73K
$791K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.18K+ 3.7% |
$405K - $459K
|
117K
$12M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.05K+ 138.56% |
$392K - $444K
|
6.97K
$713K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.01K+ 9.64% |
$388K - $439K
|
45.6K
$4.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.86K+ 117.59% |
$373K - $423K
|
7.14K
$730K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.75K+ 11.34% |
$363K - $411K
|
36.9K
$3.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.73KNew |
$361K - $409K
|
3.73K
$381K
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.72K+ 38.9% |
$360K - $407K
|
13.3K
$1.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
3.64K+ 11.02% |
$353K - $399K
|
36.7K
$3.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.42K+ 8.95% |
$331K - $375K
|
41.7K
$4.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.4K+ 35.25% |
$329K - $373K
|
13.1K
$1.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.26K+ 1.35% |
$315K - $357K
|
245K
$25M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.05K+ 41.23% |
$296K - $335K
|
10.5K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.04K+ 51.66% |
$294K - $333K
|
8.91K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3KNew |
$290K - $329K
|
3K
$307K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3K+ 84.51% |
$290K - $328K
|
6.54K
$669K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.92K+ 2.89% |
$283K - $320K
|
104K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.91K+ 2.83% |
$282K - $319K
|
106K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.9KNew |
$281K - $318K
|
2.9K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.87K+ 4.76% |
$278K - $314K
|
63.1K
$6.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.83K+ 6.83% |
$274K - $310K
|
44.3K
$4.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.81K+ 5.52% |
$272K - $308K
|
53.7K
$5.49M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
2.8KNew |
$271K - $307K
|
2.8K
$287K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
2.71KNew |
$262K - $297K
|
2.71K
$277K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.7K+ 6.07% |
$261K - $296K
|
47.2K
$4.82M
|