Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q2 2025. 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 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
24.4K+ 12.19% |
$2M - $2.43M
|
224K
$22.3M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13K+ 4.48% |
$1.07M - $1.3M
|
304K
$30.2M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.99K+ 2.97% |
$739K - $899K
|
311K
$30.9M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.23K+ 10.98% |
$594K - $723K
|
73.1K
$7.26M
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
6.35K+ 170.24% |
$522K - $635K
|
10.1K
$1M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.8K+ 10.77% |
$477K - $580K
|
59.7K
$5.93M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.05K+ 77.23% |
$415K - $505K
|
11.6K
$1.15M
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.97K+ 3.85% |
$408K - $497K
|
134K
$13.3M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.59K+ 68.59% |
$377K - $459K
|
11.3K
$1.12M
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
4.01K+ 2.96% |
$330K - $401K
|
139K
$13.9M
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.8K+ 3.39% |
$312K - $380K
|
116K
$11.5M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.01K+ 4.24% |
$247K - $301K
|
73.9K
$7.35M
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.74KNew |
$225K - $274K
|
2.74K
$273K
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.17KNew |
$179K - $217K
|
2.17K
$216K
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.15KNew |
$176K - $215K
|
2.15K
$213K
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
2.13KNew |
$175K - $213K
|
2.13K
$212K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.06KNew |
$170K - $206K
|
2.06K
$205K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
1.16K+ 3.87% |
$95.6K - $116K
|
31.2K
$3.1M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 1.71% |
$86.2K - $105K
|
62.4K
$6.2M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
720+ 5.49% |
$59.2K - $72K
|
13.8K
$1.38M
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
710+ 15.34% |
$58.3K - $71K
|
5.34K
$530K
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
621+ 0.59% |
$51K - $62.1K
|
106K
$10.6M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
591+ 4.26% |
$48.6K - $59.1K
|
14.5K
$1.44M
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
495+ 2.17% |
$40.7K - $49.5K
|
23.3K
$2.32M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
474+ 15.26% |
$38.9K - $47.4K
|
3.58K
$356K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 38.89% |
$28.8K - $35K
|
1.25K
$124K
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
334+ 1.7% |
$27.4K - $33.4K
|
20K
$1.99M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
167+ 2.43% |
$13.7K - $16.7K
|
7.03K
$698K
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.41% |
$8.22K - $10K
|
7.18K
$714K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
86New |
$7.07K - $8.6K
|
86
$8.54K
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
32+ 9.91% |
$2.63K - $3.2K
|
355
$35.3K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 30.0% |
$2.47K - $3K
|
130
$12.9K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$575 - $700
|
7.71K
$766K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.14% |
$411 - $500
|
3.57K
$354K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 1.45% |
$82.2 - $100
|
70
$6.95K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 6.93% |
$2.71K - $3.3K
|
443
$44K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-64- 27.35% |
$5.26K - $6.4K
|
170
$16.9K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-70- 1.59% |
$5.75K - $7K
|
4.33K
$430K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-147- 5.25% |
$12.1K - $14.7K
|
2.65K
$263K
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-150- 3.71% |
$12.3K - $15K
|
3.89K
$386K
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-173- 0.75% |
$14.2K - $17.3K
|
23K
$2.28M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-203- 0.19% |
$16.7K - $20.3K
|
107K
$10.7M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-229- 87.74% |
$18.8K - $22.9K
|
32
$3.18K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-275- 7.35% |
$22.6K - $27.5K
|
3.47K
$345K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-281- 12.42% |
$23.1K - $28.1K
|
1.98K
$197K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-429- 4.7% |
$35.3K - $42.9K
|
8.69K
$864K
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-866- 7.32% |
$71.2K - $86.6K
|
11K
$1.09M
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-943- 19.53% |
$77.5K - $94.3K
|
3.89K
$386K
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-967- 15.71% |
$79.5K - $96.7K
|
5.19K
$516K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.09K- 9.67% |
$89.2K - $109K
|
10.1K
$1.01M
|