Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (XMHQ)

XMHQ Quotes by TradingView

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
Feb 13, 2024 Q4 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
484
+ 2.49%
$36.6K - $43.4K
19.9K $2.04M
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
455
+ 6.49%
$34.4K - $40.8K
7.47K $764K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
351
New
$26.6K - $31.5K
351 $35.9K
Jan 23, 2024 Q4 2023
Advisory Alpha, LLC

BUY
 -
300
+ 3.77%
$22.7K - $26.9K
8.27K $845K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
286
+ 9.93%
$21.7K - $25.7K
3.17K $324K
Mar 13, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
260
+ 7.04%
$19.7K - $23.3K
3.95K $404K
Feb 05, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
260
+ 7.04%
$19.7K - $23.3K
3.95K $404K
Feb 12, 2024 Q4 2023
Money Concepts Capital Corp

BUY
 -
254
+ 5.44%
$19.2K - $22.8K
4.92K $503K
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
251
New
$19K - $22.5K
251 $25.7K
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
201
+ 5.08%
$15.2K - $18K
4.16K $425K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
171
New
$12.9K - $15.3K
171 $17.5K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
170
+ 13.65%
$12.9K - $15.3K
1.42K $145K
Jan 12, 2024 Q4 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
166
+ 2.72%
$12.6K - $14.9K
6.28K $642K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
146
+ 2.3%
$11.1K - $13.1K
6.49K $664K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
136
New
$10.3K - $12.2K
136 $13.9K
Jan 12, 2024 Q4 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
96
+ 1.02%
$7.27K - $8.62K
9.52K $973K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
61
New
$4.62K - $5.47K
61 $6.24K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
50
+ 1.53%
$3.79K - $4.49K
3.32K $339K
Feb 07, 2024 Q4 2023
Pacific Sun Financial Corp

BUY
 -
50
+ 0.67%
$3.79K - $4.49K
7.56K $772K
Nov 12, 2024 Q4 2023
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
47
+ 6.24%
$3.56K - $4.22K
800 $81.8K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
47
+ 1.33%
$3.56K - $4.22K
3.59K $367K
Jan 10, 2024 Q4 2023
First Community Trust Na

BUY
 -
38
New
$2.88K - $3.41K
38 $3.89K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
32
+ 0.08%
$2.42K - $2.87K
41.4K $4.23M
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
15
New
$1.14K - $1.35K
15 $1.53K
Feb 07, 2024 Q4 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
4
+ 0.13%
$303 - $359
3.18K $326K
Jan 11, 2024 Q4 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
4
+ 0.08%
$303 - $359
5.24K $535K
Feb 05, 2024 Q4 2023
Lwm Advisory Services, LLC

Plantation, FL
SELL
 -
-38
- 0.21%
$2.88K - $3.41K
17.7K $1.81M
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-56
- 0.68%
$4.24K - $5.03K
8.23K $841K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-58
- 0.74%
$4.39K - $5.2K
7.79K $797K
Jan 23, 2024 Q4 2023
Breakwater Capital Group

Paramus, NJ
SELL
 -
-87
- 1.3%
$6.59K - $7.81K
6.6K $674K
Feb 08, 2024 Q4 2023
Bank Of Marin

Novato, CA
SELL
 -
-89
- 1.29%
$6.74K - $7.99K
6.79K $694K
Jan 24, 2024 Q4 2023
Private Trust CO Na

SELL
 -
-108
- 9.93%
$8.18K - $9.69K
980 $100K
Feb 14, 2024 Q4 2023
Redwood Financial Network Corp

SELL
 -
-116
- 1.52%
$8.78K - $10.4K
7.52K $769K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-256
- 2.37%
$19.4K - $23K
10.5K $1.08M
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-351
- 2.78%
$26.6K - $31.5K
12.3K $1.26M
Feb 14, 2024 Q4 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-454
- 1.42%
$34.4K - $40.7K
31.5K $3.22M
Nov 06, 2024 Q4 2023
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-1.04K
- 1.66%
$78.7K - $93.2K
61.5K $6.29M
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-1.06K
- 22.86%
$80.3K - $95.2K
3.58K $366K
Jan 11, 2024 Q4 2023
Trilogy Capital Inc.

SELL
 -
-1.96K
- 6.93%
$149K - $176K
26.4K $2.69M
Feb 09, 2024 Q4 2023
Ubs Group Ag

SELL
 -
-2.63K
- 1.44%
$199K - $236K
179K $18.3M
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-3.01K
- 6.66%
$228K - $270K
42.2K $4.32M
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-3.93K
- 51.8%
$298K - $353K
3.66K $374K
Feb 14, 2024 Q4 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-4.34K
- 9.67%
$329K - $389K
40.5K $4.14M
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-4.87K
- 82.85%
$369K - $437K
1.01K $103K
Feb 14, 2024 Q4 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-5.19K
- 17.08%
$393K - $465K
25.2K $2.57M
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

SELL
 -
-6.81K
- 52.45%
$516K - $611K
6.18K $631K
Apr 30, 2024 Q4 2023
Concord Wealth Partners

SELL
 -
-8.51K
- 11.33%
$644K - $764K
66.6K $6.81M
Feb 05, 2024 Q4 2023
Concord Wealth Partners

SELL
 -
-8.51K
- 11.33%
$644K - $764K
66.6K $6.81M
Jul 22, 2024 Q4 2023
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-10.1K
Closed
$766K - $908K
0 $0

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