Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
18.7K+ 33.66% |
$1.76M - $1.93M
|
74.1K
$7.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.2K+ 50.18% |
$1.72M - $1.88M
|
54.6K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.6K+ 39.94% |
$1.66M - $1.81M
|
61.6K
$6.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.5K+ 1.59% |
$1.65M - $1.81M
|
1.12M
$114M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
16.3K+ 65.35% |
$1.54M - $1.68M
|
41.2K
$4.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16.1KNew |
$1.52M - $1.67M
|
16.1K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.1K+ 6.42% |
$1.52M - $1.66M
|
267K
$27.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
16.1K+ 7.48% |
$1.52M - $1.66M
|
231K
$23.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15.5KNew |
$1.46M - $1.6M
|
15.5K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14K+ 21.06% |
$1.32M - $1.45M
|
80.5K
$8.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$1.25M - $1.37M
|
13.2K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.8K+ 25.13% |
$1.21M - $1.32M
|
63.9K
$6.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
12.4K+ 6.35% |
$1.17M - $1.28M
|
208K
$21.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11.9K+ 3.1% |
$1.12M - $1.23M
|
397K
$40.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.6K+ 13.81% |
$1.09M - $1.19M
|
95.3K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2K+ 70.16% |
$1.06M - $1.16M
|
27.2K
$2.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11KNew |
$1.04M - $1.13M
|
11K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.7K+ 101.56% |
$1.01M - $1.1M
|
21.2K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.5K+ 8.62% |
$988K - $1.08M
|
132K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.92K+ 6.82% |
$936K - $1.02M
|
155K
$15.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9.9KNew |
$934K - $1.02M
|
9.9K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.66K+ 25.16% |
$911K - $998K
|
48.1K
$4.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.57K+ 23.45% |
$902K - $988K
|
50.4K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.45K+ 12.85% |
$891K - $976K
|
83K
$8.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.39K+ 15.23% |
$885K - $969K
|
71K
$7.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.05KNew |
$853K - $934K
|
9.05K
$925K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8.9K+ 12.65% |
$840K - $919K
|
79.3K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.86K+ 3.49% |
$836K - $915K
|
263K
$26.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
8.79K+ 9.83% |
$829K - $908K
|
98.2K
$10M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.71K+ 96.14% |
$821K - $899K
|
17.8K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
8.27K+ 9.5% |
$779K - $853K
|
95.3K
$9.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
8.22K+ 1.63% |
$775K - $849K
|
512K
$52.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.2K+ 38.17% |
$774K - $847K
|
29.7K
$3.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.09K+ 18.74% |
$762K - $835K
|
51.2K
$5.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
7.95K+ 43.08% |
$750K - $821K
|
26.4K
$2.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.63KNew |
$720K - $788K
|
7.63K
$780K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.57K+ 8.81% |
$713K - $781K
|
93.5K
$9.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.4K+ 228.39% |
$698K - $764K
|
10.6K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7.19KNew |
$678K - $742K
|
7.19K
$735K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
6.51K+ 6.15% |
$614K - $672K
|
112K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
6.02KNew |
$567K - $621K
|
6.02K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.01K+ 16.19% |
$567K - $620K
|
43.1K
$4.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.98K+ 4.19% |
$564K - $618K
|
149K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$559K - $612K
|
5.93K
$606K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.81K+ 12.74% |
$548K - $600K
|
51.4K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.71KNew |
$539K - $590K
|
5.71K
$584K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 8.86% |
$522K - $572K
|
68K
$6.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.46K+ 410.38% |
$515K - $564K
|
6.79K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.25KNew |
$495K - $542K
|
5.25K
$536K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.22K+ 12.54% |
$493K - $539K
|
46.9K
$4.79M
|