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 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-835- 12.3% |
$80.8K - $91.5K
|
5.95K
$609K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-872- 0.74% |
$84.4K - $95.6K
|
118K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.1K- 4.64% |
$106K - $121K
|
22.6K
$2.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.52K- 2.57% |
$147K - $167K
|
57.8K
$5.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.54K- 2.43% |
$149K - $169K
|
61.8K
$6.32M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.59K- 7.77% |
$154K - $174K
|
18.9K
$1.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.12K- 3.36% |
$206K - $233K
|
61K
$6.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.31K- 11.38% |
$223K - $253K
|
18K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.37K- 1.74% |
$229K - $260K
|
134K
$13.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.45K- 0.52% |
$237K - $269K
|
470K
$48.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.66KClosed |
$258K - $292K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.88K- 21.47% |
$279K - $316K
|
10.5K
$1.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.98K- 65.15% |
$289K - $327K
|
1.6K
$163K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.37K- 6.72% |
$326K - $369K
|
46.7K
$4.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.37K- 75.6% |
$326K - $370K
|
1.09K
$111K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-4.26K- 24.62% |
$412K - $467K
|
13K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-5.25K- 21.46% |
$508K - $576K
|
19.2K
$1.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.39K- 32.35% |
$522K - $591K
|
11.3K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.52K- 15.79% |
$534K - $605K
|
29.4K
$3.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-6.01K- 1.94% |
$582K - $659K
|
303K
$31M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-8.77K- 5.7% |
$848K - $961K
|
145K
$14.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.96K- 39.57% |
$867K - $982K
|
13.7K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.48K- 53.3% |
$918K - $1.04M
|
8.31K
$850K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.71K- 15.31% |
$939K - $1.06M
|
53.7K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-18.5K- 47.79% |
$1.79M - $2.03M
|
20.2K
$2.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21.3K- 19.87% |
$2.06M - $2.34M
|
85.9K
$8.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.6K- 1.5% |
$2.28M - $2.58M
|
1.54M
$158M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.8K- 54.53% |
$2.59M - $2.94M
|
22.4K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-33.3K- 21.77% |
$3.23M - $3.65M
|
120K
$12.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-44.4K- 4.34% |
$4.3M - $4.87M
|
979K
$100M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.9K- 8.51% |
$5.02M - $5.69M
|
558K
$57M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-58.5K- 62.65% |
$5.67M - $6.42M
|
34.9K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-72.2K- 63.89% |
$6.99M - $7.91M
|
40.8K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-114K- 87.76% |
$11M - $12.5M
|
15.9K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-147K- 97.51% |
$14.2M - $16.1M
|
3.75K
$383K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-154K- 99.61% |
$14.9M - $16.9M
|
608
$62.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-933K- 77.7% |
$90.3M - $102M
|
268K
$27.4M
|