Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.88KNew |
$445K - $527K
|
5.88K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.71KNew |
$432K - $512K
|
5.71K
$583K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.48KNew |
$415K - $491K
|
5.48K
$560K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.28KNew |
$399K - $473K
|
5.28K
$539K
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.2KNew |
$394K - $467K
|
5.2K
$532K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.2K+ 7.16% |
$393K - $466K
|
77.8K
$7.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
5KNew |
$379K - $449K
|
5K
$511K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.9KNew |
$371K - $439K
|
4.9K
$501K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.63KNew |
$350K - $415K
|
4.63K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.57K+ 118.52% |
$346K - $410K
|
8.43K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.51KNew |
$341K - $404K
|
4.51K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.45K+ 43.94% |
$337K - $399K
|
14.6K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.38K+ 8430.77% |
$332K - $393K
|
4.44K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.35KNew |
$329K - $390K
|
4.35K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.18KNew |
$316K - $375K
|
4.18K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.99KNew |
$302K - $358K
|
3.99K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.65K+ 7.58% |
$277K - $328K
|
51.9K
$5.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.55K+ 64.85% |
$269K - $319K
|
9.02K
$923K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.48KNew |
$263K - $312K
|
3.48K
$356K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.23K+ 10.87% |
$245K - $290K
|
33K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.12KNew |
$236K - $280K
|
3.12K
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.92KNew |
$221K - $262K
|
2.92K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.9K+ 3.41% |
$219K - $260K
|
87.9K
$8.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.74KNew |
$207K - $245K
|
2.74K
$280K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.72K+ 7.81% |
$206K - $244K
|
37.6K
$3.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.72KNew |
$206K - $244K
|
2.72K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.7KNew |
$204K - $242K
|
2.7K
$276K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
2.58KNew |
$195K - $232K
|
2.58K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.33KNew |
$176K - $209K
|
2.33K
$238K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.31K+ 110.97% |
$175K - $207K
|
4.38K
$448K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.3KNew |
$174K - $206K
|
2.3K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.12K+ 868.85% |
$161K - $190K
|
2.36K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.1K+ 16.81% |
$159K - $189K
|
14.6K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.92K+ 13.54% |
$145K - $172K
|
16.1K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 52.93% |
$133K - $158K
|
5.08K
$520K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.73K+ 12.93% |
$131K - $155K
|
15.1K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.67K+ 5.55% |
$126K - $150K
|
31.7K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 4.96% |
$109K - $129K
|
30.4K
$3.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
1.42K+ 4.48% |
$108K - $127K
|
33.1K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.35K+ 34.11% |
$102K - $121K
|
5.3K
$542K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.27KNew |
$96.4K - $114K
|
1.27K
$130K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 51.48% |
$96.2K - $114K
|
3.74K
$382K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.24K+ 3.73% |
$93.7K - $111K
|
34.4K
$3.52M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.12K+ 29.64% |
$84.9K - $101K
|
4.91K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.01K+ 20.93% |
$76.7K - $90.9K
|
5.85K
$598K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
879+ 25.82% |
$66.5K - $78.9K
|
4.28K
$438K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
753New |
$57K - $67.6K
|
753
$77K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
642New |
$48.6K - $57.6K
|
642
$65.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
577+ 3.96% |
$43.7K - $51.8K
|
15.2K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
507+ 2.59% |
$38.4K - $45.5K
|
20.1K
$2.05M
|