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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
346+ 16.64% |
$33.5K - $37.9K
|
2.43K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
340+ 5.47% |
$32.9K - $37.3K
|
6.56K
$670K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
329+ 42.73% |
$31.8K - $36.1K
|
1.1K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
280+ 2.25% |
$27.1K - $30.7K
|
12.7K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
258+ 24.07% |
$25K - $28.3K
|
1.33K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
239+ 6.49% |
$23.1K - $26.2K
|
3.92K
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
202+ 6.19% |
$19.5K - $22.1K
|
3.46K
$354K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
186+ 4.53% |
$18K - $20.4K
|
4.29K
$439K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
175+ 3.55% |
$16.9K - $19.2K
|
5.1K
$522K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
172+ 4.67% |
$16.6K - $18.9K
|
3.85K
$394K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
141+ 5.28% |
$13.6K - $15.5K
|
2.81K
$287K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
120+ 20.27% |
$11.6K - $13.2K
|
712
$72.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
106+ 5.39% |
$10.3K - $11.6K
|
2.07K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$9.68K - $11K
|
100
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
88+ 30.24% |
$8.51K - $9.64K
|
379
$38.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
82+ 7.19% |
$7.93K - $8.99K
|
1.22K
$125K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
78+ 15.29% |
$7.55K - $8.55K
|
588
$60.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
74New |
$7.16K - $8.11K
|
74
$7.57K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
69New |
$6.68K - $7.56K
|
69
$7.06K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 32.04% |
$6.39K - $7.23K
|
272
$27.8K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
62+ 1.09% |
$6K - $6.8K
|
5.75K
$588K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
61+ 5.67% |
$5.9K - $6.69K
|
1.14K
$116K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
60+ 2.06% |
$5.81K - $6.58K
|
2.97K
$304K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
57New |
$5.52K - $6.25K
|
57
$5.83K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
54New |
$5.23K - $5.92K
|
54
$5.52K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
41+ 0.56% |
$3.97K - $4.49K
|
7.36K
$752K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
39+ 25.49% |
$3.77K - $4.27K
|
192
$19.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31+ 0.08% |
$3K - $3.4K
|
36.8K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
10New |
$968 - $1.1K
|
10
$1.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$581 - $658
|
6
$614
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2- 0.05% |
$194 - $219
|
4.11K
$420K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-8- 0.11% |
$774 - $877
|
7.51K
$768K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-9- 0.01% |
$871 - $986
|
172K
$17.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-22- 11.7% |
$2.13K - $2.41K
|
166
$17K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-46- 9.89% |
$4.45K - $5.04K
|
419
$42.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-50- 0.84% |
$4.84K - $5.48K
|
5.88K
$601K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-65- 0.74% |
$6.29K - $7.12K
|
8.77K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-110- 2.82% |
$10.6K - $12.1K
|
3.79K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-121- 3.6% |
$11.7K - $13.3K
|
3.24K
$331K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-181- 2.97% |
$17.5K - $19.8K
|
5.92K
$605K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-211- 6.9% |
$20.4K - $23.1K
|
2.85K
$291K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-275- 8.33% |
$26.6K - $30.1K
|
3.03K
$310K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-332- 0.61% |
$32.1K - $36.4K
|
54.5K
$5.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-337- 9.25% |
$32.6K - $36.9K
|
3.31K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-346- 5.01% |
$33.5K - $37.9K
|
6.55K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-491- 5.64% |
$47.5K - $53.8K
|
8.21K
$839K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-537- 6.85% |
$52K - $58.9K
|
7.3K
$746K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-593- 9.65% |
$57.4K - $65K
|
5.55K
$568K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-733- 15.15% |
$70.9K - $80.3K
|
4.11K
$420K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-736- 1.84% |
$71.2K - $80.7K
|
39.2K
$4.01M
|