Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
292K+ 42.23% |
$18.8M - $21.8M
|
985K
$101M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
105K+ 432.13% |
$6.75M - $7.82M
|
129K
$13.2M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
36.7KNew |
$2.36M - $2.73M
|
36.7K
$3.76M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.3K+ 27.72% |
$2.33M - $2.7M
|
167K
$17.1M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.3KNew |
$1.69M - $1.96M
|
26.3K
$2.69M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 23.43% |
$968K - $1.12M
|
79.4K
$8.12M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.3K+ 45.16% |
$917K - $1.06M
|
45.9K
$4.69M
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.5K+ 73.92% |
$806K - $933K
|
29.5K
$3.02M
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7.68K+ 42.66% |
$494K - $572K
|
25.7K
$2.63M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.39K+ 294.66% |
$475K - $550K
|
9.9K
$1.01M
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.94K+ 170.36% |
$446K - $516K
|
11K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.59K+ 45.27% |
$423K - $490K
|
21.1K
$2.16M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.41KNew |
$412K - $477K
|
6.41K
$655K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.86K+ 65.91% |
$377K - $436K
|
14.8K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.53KNew |
$355K - $411K
|
5.53K
$565K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.5K+ 63.87% |
$354K - $409K
|
14.1K
$1.44M
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.26K+ 73.65% |
$338K - $392K
|
12.4K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.93K+ 2.11% |
$317K - $367K
|
238K
$24.4M
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.71KNew |
$303K - $351K
|
4.71K
$482K
|
|
Feb 09, 2023
Q4 2022
|
360 Financial, Inc.
|
BUY
|
- |
4.13KNew |
$265K - $307K
|
4.13K
$422K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.97KNew |
$255K - $295K
|
3.97K
$406K
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.73KNew |
$240K - $278K
|
3.73K
$382K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.52K+ 31.05% |
$226K - $262K
|
14.9K
$1.52M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.67K+ 16.27% |
$172K - $199K
|
19.1K
$1.95M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.56K+ 393.85% |
$164K - $190K
|
3.21K
$328K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.25K+ 2.98% |
$144K - $167K
|
77.6K
$7.94M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.86K+ 4.81% |
$120K - $138K
|
40.5K
$4.14M
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.83K+ 2.24% |
$118K - $136K
|
83.4K
$8.53M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.7K+ 5.67% |
$109K - $126K
|
31.6K
$3.23M
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.67K+ 67.11% |
$107K - $124K
|
4.16K
$425K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.57K+ 40.8% |
$101K - $117K
|
5.43K
$555K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 7.64% |
$97.7K - $113K
|
21.4K
$2.19M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.29K+ 24.5% |
$82.6K - $95.6K
|
6.53K
$668K
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.01K+ 5.69% |
$64.6K - $74.8K
|
18.7K
$1.91M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 88.29% |
$64.4K - $74.6K
|
2.14K
$219K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
807+ 2.62% |
$51.8K - $60K
|
31.7K
$3.24M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
557+ 13.42% |
$35.8K - $41.4K
|
4.71K
$481K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
451+ 76.7% |
$29K - $33.6K
|
1.04K
$106K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
374New |
$24K - $27.8K
|
374
$38.2K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
357+ 4.46% |
$22.9K - $26.6K
|
8.36K
$855K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
200New |
$12.9K - $14.9K
|
200
$20.5K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
200New |
$12.9K - $14.9K
|
200
$20.5K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
142+ 2.07% |
$9.12K - $10.6K
|
7.02K
$717K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
95+ 1.3% |
$6.1K - $7.07K
|
7.4K
$756K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45New |
$2.89K - $3.35K
|
45
$4.6K
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.14% |
$2.38K - $2.75K
|
26.7K
$2.73M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32New |
$2.06K - $2.38K
|
32
$3.27K
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
11+ 0.21% |
$707 - $818
|
5.22K
$533K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-25- 2.51% |
$1.61K - $1.86K
|
970
$99.2K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-122- 0.29% |
$7.84K - $9.08K
|
42.3K
$4.32M
|