Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
106K+ 836.73% |
$10.5M - $11.4M
|
119K
$12.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
37.6KNew |
$3.7M - $4.02M
|
37.6K
$3.9M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
36.1KNew |
$3.56M - $3.87M
|
36.1K
$3.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
19.6KNew |
$1.93M - $2.1M
|
19.6K
$2.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
14.5K+ 9.05% |
$1.43M - $1.55M
|
175K
$18.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14K+ 9.39% |
$1.38M - $1.5M
|
164K
$17M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.4K+ 14.47% |
$1.12M - $1.22M
|
90.1K
$9.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.58K+ 2.43% |
$747K - $812K
|
319K
$33.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.37K+ 1.77% |
$529K - $575K
|
309K
$32.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
5.19KNew |
$511K - $556K
|
5.19K
$539K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.96K+ 20.78% |
$489K - $531K
|
28.8K
$3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.12K+ 857.17% |
$406K - $442K
|
4.6K
$479K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.79K+ 45.49% |
$373K - $405K
|
12.1K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.06K+ 26.38% |
$302K - $328K
|
14.7K
$1.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.7KNew |
$266K - $289K
|
2.7K
$280K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.26K+ 3.35% |
$223K - $242K
|
69.8K
$7.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.05K+ 3.79% |
$201K - $219K
|
55.9K
$5.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.02K+ 1.44% |
$199K - $216K
|
141K
$14.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2KNew |
$197K - $214K
|
2K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2K+ 1.78% |
$197K - $214K
|
114K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.61K+ 1.39% |
$159K - $172K
|
118K
$12.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.37K+ 2.3% |
$135K - $147K
|
61K
$6.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.3K+ 0.97% |
$128K - $139K
|
135K
$14.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.24K+ 13.47% |
$122K - $133K
|
10.5K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.01K+ 10.29% |
$99.4K - $108K
|
10.8K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
933+ 5.89% |
$91.9K - $99.9K
|
16.8K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
828+ 7.96% |
$81.6K - $88.7K
|
11.2K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
640+ 0.6% |
$63.1K - $68.5K
|
107K
$11.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
638+ 9.98% |
$62.9K - $68.3K
|
7.03K
$731K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
630+ 3.15% |
$62.1K - $67.5K
|
20.6K
$2.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
500+ 13.97% |
$49.3K - $53.6K
|
4.08K
$424K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
400+ 7.49% |
$39.4K - $42.8K
|
5.74K
$596K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
381+ 14.82% |
$37.5K - $40.8K
|
2.95K
$307K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
253+ 3.28% |
$24.9K - $27.1K
|
7.96K
$828K
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
212+ 0.6% |
$20.9K - $22.7K
|
35.6K
$3.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
154+ 5.61% |
$15.2K - $16.5K
|
2.9K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
140New |
$13.8K - $15K
|
140
$14.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
108New |
$10.6K - $11.6K
|
108
$11.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
62+ 1.61% |
$6.11K - $6.64K
|
3.91K
$407K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
61+ 1.64% |
$6.01K - $6.53K
|
3.79K
$394K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
19+ 0.29% |
$1.87K - $2.03K
|
6.56K
$682K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
6+ 1.69% |
$591 - $643
|
361
$37.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4+ 0.11% |
$394 - $428
|
3.57K
$371K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16- 0.36% |
$1.58K - $1.71K
|
4.48K
$465K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-48- 0.68% |
$4.73K - $5.14K
|
6.98K
$726K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-72- 0.95% |
$7.09K - $7.71K
|
7.5K
$780K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-162- 1.76% |
$16K - $17.4K
|
9.03K
$939K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-208- 2.9% |
$20.5K - $22.3K
|
6.97K
$725K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-287- 1.37% |
$28.3K - $30.7K
|
20.7K
$2.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-442- 22.31% |
$43.6K - $47.3K
|
1.54K
$160K
|