Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.85KNew |
$620K - $668K
|
7.85K
$802K
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.83KNew |
$618K - $666K
|
7.83K
$800K
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
7.78KNew |
$614K - $662K
|
7.78K
$795K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.01KNew |
$554K - $597K
|
7.01K
$717K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.68KNew |
$528K - $569K
|
6.68K
$683K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.07KNew |
$479K - $516K
|
6.07K
$620K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.93KNew |
$468K - $504K
|
5.93K
$606K
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.71KNew |
$451K - $486K
|
5.71K
$584K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.66K+ 129.46% |
$446K - $481K
|
10K
$1.02M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.63K+ 8.1% |
$444K - $479K
|
75.1K
$7.68M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.62K+ 36.6% |
$444K - $478K
|
21K
$2.14M
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.46K+ 9.56% |
$431K - $464K
|
62.6K
$6.4M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.65K+ 11.45% |
$367K - $395K
|
45.2K
$4.62M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.64KNew |
$366K - $395K
|
4.64K
$475K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.48K+ 20.28% |
$354K - $381K
|
26.6K
$2.72M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.32K+ 10.64% |
$341K - $367K
|
44.9K
$4.59M
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
4.07K+ 14.75% |
$321K - $346K
|
31.7K
$3.24M
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.05KNew |
$319K - $344K
|
4.05K
$414K
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
4.02K+ 80.14% |
$318K - $342K
|
9.05K
$925K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.96KNew |
$312K - $336K
|
3.96K
$404K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.86KNew |
$304K - $328K
|
3.86K
$394K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.64KNew |
$287K - $309K
|
3.64K
$372K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.6KNew |
$285K - $307K
|
3.6K
$369K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.5KNew |
$276K - $298K
|
3.5K
$358K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.32KNew |
$262K - $283K
|
3.32K
$340K
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.02K+ 4.34% |
$239K - $257K
|
72.6K
$7.42M
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.02K+ 10.54% |
$238K - $257K
|
31.7K
$3.24M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.88K+ 10.6% |
$227K - $245K
|
30K
$3.07M
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.47KNew |
$195K - $210K
|
2.47K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.42KNew |
$191K - $206K
|
2.42K
$247K
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 7.23% |
$154K - $166K
|
28.9K
$2.96M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.73K+ 10.84% |
$136K - $147K
|
17.7K
$1.81M
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.67K+ 11.39% |
$132K - $142K
|
16.3K
$1.67M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.4K+ 28.27% |
$110K - $119K
|
6.35K
$649K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 18.12% |
$96.6K - $104K
|
7.97K
$815K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$86.6K - $93.3K
|
1.1K
$112K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
889+ 4.76% |
$70.2K - $75.6K
|
19.6K
$2M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
851+ 21.34% |
$67.2K - $72.4K
|
4.84K
$495K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
840New |
$66.3K - $71.5K
|
840
$85.9K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
750+ 221.89% |
$59.2K - $63.8K
|
1.09K
$111K
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
600+ 10.89% |
$47.4K - $51K
|
6.11K
$625K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
565+ 21.61% |
$44.6K - $48.1K
|
3.18K
$325K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
547+ 17.4% |
$43.2K - $46.5K
|
3.69K
$377K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
547+ 17.4% |
$43.2K - $46.5K
|
3.69K
$377K
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
540New |
$42.6K - $45.9K
|
540
$55.2K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
534+ 15.6% |
$42.2K - $45.4K
|
3.96K
$405K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
490+ 20.5% |
$38.7K - $41.7K
|
2.88K
$294K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
406+ 0.61% |
$32.1K - $34.5K
|
67K
$6.85M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
357+ 4.23% |
$28.2K - $30.4K
|
8.79K
$899K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
263+ 1.53% |
$20.8K - $22.4K
|
17.5K
$1.79M
|