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 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
648+ 6.19% |
$61.1K - $66.9K
|
11.1K
$1.14M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
630New |
$59.4K - $65.1K
|
630
$64.4K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
533+ 1.24% |
$50.3K - $55K
|
43.5K
$4.45M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
481+ 20.22% |
$45.4K - $49.7K
|
2.86K
$292K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
463+ 0.05% |
$43.7K - $47.8K
|
908K
$92.9M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
459+ 8.82% |
$43.3K - $47.4K
|
5.67K
$579K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
457+ 7.04% |
$43.1K - $47.2K
|
6.95K
$711K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
448+ 0.73% |
$42.3K - $46.3K
|
62.2K
$6.36M
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
419+ 8.52% |
$39.5K - $43.3K
|
5.34K
$546K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
415+ 4.73% |
$39.1K - $42.9K
|
9.18K
$939K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
371New |
$35K - $38.3K
|
371
$37.9K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
353+ 11.66% |
$33.3K - $36.5K
|
3.38K
$346K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
347+ 17.16% |
$32.7K - $35.8K
|
2.37K
$242K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
306New |
$28.9K - $31.6K
|
306
$31.3K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
275+ 3.56% |
$25.9K - $28.4K
|
8.01K
$819K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
248+ 7.16% |
$23.4K - $25.6K
|
3.71K
$379K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
239New |
$22.5K - $24.7K
|
239
$24.4K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
231+ 1.81% |
$21.8K - $23.9K
|
13K
$1.33M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
223+ 20.29% |
$21K - $23K
|
1.32K
$135K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
211+ 109.9% |
$19.9K - $21.8K
|
403
$41.2K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
210New |
$19.8K - $21.7K
|
210
$21.5K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
193+ 22.16% |
$18.2K - $19.9K
|
1.06K
$109K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
178+ 0.22% |
$16.8K - $18.4K
|
82.1K
$8.39M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
172+ 40.09% |
$16.2K - $17.8K
|
601
$61.5K
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
166+ 2.54% |
$15.7K - $17.1K
|
6.7K
$685K
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
165+ 5.8% |
$15.6K - $17K
|
3.01K
$308K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
151+ 39.84% |
$14.2K - $15.6K
|
530
$54.2K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
143New |
$13.5K - $14.8K
|
143
$14.6K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
136New |
$12.8K - $14K
|
136
$13.9K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
122+ 3.69% |
$11.5K - $12.6K
|
3.43K
$351K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
120New |
$11.3K - $12.4K
|
120
$12.3K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
119+ 1.62% |
$11.2K - $12.3K
|
7.48K
$765K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 6.27% |
$9.43K - $10.3K
|
1.7K
$173K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
80+ 3.3% |
$7.54K - $8.26K
|
2.51K
$256K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76+ 0.42% |
$7.17K - $7.85K
|
18K
$1.85M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
69+ 0.84% |
$6.51K - $7.12K
|
8.28K
$846K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
65New |
$6.13K - $6.71K
|
65
$6.65K
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
47+ 7.99% |
$4.43K - $4.85K
|
635
$64.9K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
45New |
$4.24K - $4.65K
|
45
$4.6K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30+ 2.39% |
$2.83K - $3.1K
|
1.29K
$131K
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
25+ 0.37% |
$2.36K - $2.58K
|
6.76K
$691K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.18% |
$1.89K - $2.07K
|
11.3K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
10New |
$943 - $1.03K
|
10
$1.02K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$943 - $1.03K
|
10
$1.02K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.13% |
$660 - $723
|
5.56K
$569K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6+ 0.1% |
$566 - $620
|
5.76K
$589K
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
5+ 0.13% |
$472 - $516
|
3.86K
$394K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.08% |
$472 - $516
|
6.48K
$663K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3New |
$283 - $310
|
3
$307
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|