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 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.4K- 3.44% |
$115K - $140K
|
39.2K
$3.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 13.76% |
$121K - $147K
|
9.22K
$916K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 29.12% |
$122K - $148K
|
3.6K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.66K- 7.32% |
$136K - $166K
|
21K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.36K- 2.15% |
$194K - $236K
|
108K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.59K- 2.6% |
$213K - $259K
|
97K
$9.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.7K- 55.78% |
$222K - $270K
|
2.14K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.9K- 4.8% |
$238K - $289K
|
57.5K
$5.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.93K- 21.46% |
$241K - $293K
|
10.7K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-3.39K- 22.86% |
$279K - $339K
|
11.4K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.97K- 8.83% |
$326K - $397K
|
40.9K
$4.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.17K- 3.58% |
$342K - $417K
|
112K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 91.12% |
$406K - $493K
|
481
$47.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-5.24K- 6.9% |
$431K - $524K
|
70.7K
$7.03M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.9K- 4.9% |
$485K - $590K
|
115K
$11.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.45K- 37.64% |
$530K - $645K
|
10.7K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.6K- 3.14% |
$872K - $1.06M
|
328K
$32.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-11.6K- 52.74% |
$954K - $1.16M
|
10.4K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-14.6K- 57.04% |
$1.2M - $1.46M
|
11K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.7K- 27.92% |
$1.21M - $1.47M
|
38K
$3.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16.2K- 58.3% |
$1.33M - $1.62M
|
11.6K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16.4K- 31.33% |
$1.35M - $1.64M
|
36K
$3.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-18.2K- 6.28% |
$1.49M - $1.82M
|
271K
$26.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-26.9K- 91.28% |
$2.21M - $2.69M
|
2.57K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-41K- 58.47% |
$3.37M - $4.09M
|
29.1K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-164K- 93.99% |
$13.5M - $16.4M
|
10.5K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.1M- 99.38% |
$90.6M - $110M
|
6.83K
$678K
|