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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.3K+ 100.0% |
$217K - $237K
|
4.6K
$470K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.3K+ 39.15% |
$217K - $237K
|
8.18K
$836K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.3K+ 12.16% |
$217K - $237K
|
21.2K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.28KNew |
$215K - $236K
|
2.28K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27K+ 22.19% |
$214K - $234K
|
12.5K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.25K+ 2.32% |
$212K - $232K
|
99K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.22K+ 12.94% |
$210K - $229K
|
19.4K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.22K+ 12.94% |
$210K - $229K
|
19.4K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.2KNew |
$208K - $228K
|
2.2K
$225K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.15KNew |
$202K - $222K
|
2.15K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.1K+ 5.48% |
$198K - $217K
|
40.5K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.09K+ 5.58% |
$197K - $215K
|
39.4K
$4.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.07KNew |
$195K - $213K
|
2.07K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
2.06K+ 8.6% |
$194K - $212K
|
26K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.05KNew |
$193K - $211K
|
2.05K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2K+ 66.67% |
$189K - $207K
|
5K
$511K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.92K+ 29.33% |
$181K - $198K
|
8.46K
$865K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.85K+ 5.03% |
$174K - $191K
|
38.6K
$3.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.84K+ 4.7% |
$174K - $190K
|
41.1K
$4.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.83K+ 13.36% |
$172K - $189K
|
15.5K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.8K+ 21.27% |
$170K - $186K
|
10.3K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.8K+ 18.64% |
$170K - $186K
|
11.4K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 16.78% |
$164K - $179K
|
12.1K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.72K+ 1.74% |
$162K - $178K
|
100K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.57K+ 9.59% |
$148K - $162K
|
18K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.57K+ 4.84% |
$148K - $162K
|
34K
$3.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.52K+ 1.3% |
$144K - $157K
|
119K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.52K+ 54.28% |
$144K - $157K
|
4.33K
$442K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.49K+ 21.66% |
$140K - $153K
|
8.35K
$853K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.34K+ 3.28% |
$126K - $138K
|
42.1K
$4.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.33K+ 318.38% |
$126K - $138K
|
1.75K
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.32K+ 2.79% |
$124K - $136K
|
48.5K
$4.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 6.49% |
$123K - $134K
|
21.4K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.25K+ 3.39% |
$118K - $129K
|
38.1K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 7.3% |
$118K - $129K
|
18.4K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.2K+ 57.84% |
$113K - $124K
|
3.27K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.08K+ 7.09% |
$101K - $111K
|
16.3K
$1.66M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.06K+ 7.99% |
$100K - $109K
|
14.3K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
998+ 26.32% |
$94.1K - $103K
|
4.79K
$490K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
963+ 2.17% |
$90.8K - $99.4K
|
45.2K
$4.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
925New |
$87.2K - $95.5K
|
925
$94.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
909+ 6.96% |
$85.7K - $93.9K
|
14K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
878+ 15.52% |
$82.8K - $90.7K
|
6.54K
$668K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
854+ 11.38% |
$80.5K - $88.2K
|
8.36K
$855K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
762+ 3.96% |
$71.9K - $78.7K
|
20K
$2.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
753New |
$71K - $77.8K
|
753
$77K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
739+ 3.86% |
$69.7K - $76.3K
|
19.9K
$2.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
732+ 11.17% |
$69K - $75.6K
|
7.29K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
689+ 9.44% |
$65K - $71.1K
|
7.99K
$817K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
667+ 23.74% |
$62.9K - $68.9K
|
3.48K
$356K
|