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 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.69KNew |
$260K - $295K
|
2.69K
$275K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.66K+ 3.93% |
$257K - $291K
|
70.4K
$7.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.63K+ 68.09% |
$255K - $288K
|
6.5K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.63K+ 47.39% |
$254K - $288K
|
8.17K
$835K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.62K+ 44.79% |
$253K - $287K
|
8.46K
$865K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.59K+ 13.97% |
$250K - $283K
|
21.1K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.55K+ 4.29% |
$247K - $280K
|
62K
$6.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.41K+ 33.22% |
$233K - $264K
|
9.64K
$986K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.4K+ 7.97% |
$232K - $262K
|
32.5K
$3.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
2.38K+ 4.99% |
$230K - $261K
|
50K
$5.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.38KNew |
$230K - $261K
|
2.38K
$243K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.23K+ 22.86% |
$216K - $245K
|
12K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
2.22K+ 10.25% |
$215K - $244K
|
23.9K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2.2K+ 12.49% |
$212K - $241K
|
19.8K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.11K+ 9.23% |
$204K - $231K
|
24.9K
$2.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.9K+ 0.38% |
$184K - $208K
|
507K
$51.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.82K+ 13.82% |
$176K - $199K
|
15K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.72K+ 27.81% |
$166K - $189K
|
7.9K
$808K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.68KNew |
$162K - $184K
|
1.68K
$171K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.62K+ 13.53% |
$157K - $178K
|
13.6K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.56K+ 1.82% |
$151K - $171K
|
87K
$8.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 8.39% |
$149K - $169K
|
19.9K
$2.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.52K+ 24.14% |
$147K - $167K
|
7.84K
$801K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.52K+ 18.34% |
$147K - $166K
|
9.79K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.44K+ 16.63% |
$140K - $158K
|
10.1K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.44K+ 38.05% |
$139K - $157K
|
5.21K
$532K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.4K+ 3.9% |
$136K - $154K
|
37.4K
$3.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.36K+ 3.44% |
$131K - $149K
|
40.8K
$4.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.34KNew |
$129K - $147K
|
1.34K
$137K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.24K+ 23.59% |
$120K - $135K
|
6.48K
$662K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.18K+ 26.3% |
$114K - $129K
|
5.66K
$578K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
908+ 81.51% |
$87.9K - $99.5K
|
2.02K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
884+ 1.21% |
$85.5K - $96.9K
|
74K
$7.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
871New |
$84.3K - $95.5K
|
871
$89.1K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
782+ 5.08% |
$75.7K - $85.7K
|
16.2K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
733+ 19.91% |
$70.9K - $80.3K
|
4.42K
$451K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
689+ 1.89% |
$66.7K - $75.5K
|
37.1K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
688+ 0.31% |
$66.6K - $75.4K
|
220K
$22.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
637+ 21.6% |
$61.6K - $69.8K
|
3.59K
$367K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
603+ 4.49% |
$58.3K - $66.1K
|
14K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
568+ 17.62% |
$55K - $62.3K
|
3.79K
$388K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
564+ 1.49% |
$54.6K - $61.8K
|
38.4K
$3.93M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
554+ 6.52% |
$53.6K - $60.7K
|
9.06K
$926K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
553New |
$53.5K - $60.6K
|
553
$56.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
503+ 66.8% |
$48.7K - $55.1K
|
1.26K
$128K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
475New |
$46K - $52.1K
|
475
$48.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
456+ 4.87% |
$44.1K - $50K
|
9.82K
$1M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
429New |
$41.5K - $47K
|
429
$43.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
414+ 6.55% |
$40.1K - $45.4K
|
6.73K
$688K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
354New |
$34.3K - $38.8K
|
354
$36.2K
|