Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
144K+ 15.91% |
$14.2M - $15.8M
|
1.05M
$107M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
132K+ 193.69% |
$13M - $14.4M
|
200K
$20.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
113KNew |
$11.1M - $12.3M
|
113K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
85.8KNew |
$8.45M - $9.38M
|
85.8K
$8.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
81.3KNew |
$8.01M - $8.89M
|
81.3K
$8.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
79.6K+ 60.58% |
$7.84M - $8.7M
|
211K
$21.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
77.3KNew |
$7.61M - $8.45M
|
77.3K
$7.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
75KNew |
$7.38M - $8.2M
|
75K
$7.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
64.3KNew |
$6.34M - $7.04M
|
64.3K
$6.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
49K+ 130.22% |
$4.82M - $5.36M
|
86.6K
$8.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
48.3K+ 7663.49% |
$4.75M - $5.28M
|
48.9K
$4.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
46.9K+ 1564.62% |
$4.62M - $5.13M
|
49.9K
$5.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
44KNew |
$4.33M - $4.81M
|
44K
$4.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40.8K+ 13.36% |
$4.02M - $4.47M
|
347K
$35.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35.7K+ 4.74% |
$3.51M - $3.9M
|
788K
$79.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
34KNew |
$3.34M - $3.71M
|
34K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 20.35% |
$2.65M - $2.94M
|
159K
$16.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
25.7KNew |
$2.53M - $2.81M
|
25.7K
$2.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
25K+ 4.82% |
$2.46M - $2.73M
|
543K
$55M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.7K+ 29.91% |
$2.43M - $2.7M
|
107K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
24.4KNew |
$2.4M - $2.67M
|
24.4K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
23.9KNew |
$2.35M - $2.61M
|
23.9K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
23.5K+ 11.27% |
$2.31M - $2.56M
|
232K
$23.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
20.9K+ 20.3% |
$2.05M - $2.28M
|
124K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.5K+ 8.13% |
$2.02M - $2.25M
|
273K
$27.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2K+ 201.61% |
$1.8M - $1.99M
|
27.3K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
17.9K+ 10.91% |
$1.76M - $1.96M
|
182K
$18.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
16K+ 20.16% |
$1.57M - $1.75M
|
95.3K
$9.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.9K+ 5.58% |
$1.47M - $1.63M
|
282K
$28.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
13.4K+ 1.92% |
$1.32M - $1.47M
|
711K
$72M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13.2K+ 8.52% |
$1.3M - $1.45M
|
169K
$17.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.3K+ 22.2% |
$1.21M - $1.34M
|
67.5K
$6.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.4KNew |
$1.12M - $1.24M
|
11.4K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
9.78KNew |
$963K - $1.07M
|
9.78K
$991K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
9.52KNew |
$937K - $1.04M
|
9.52K
$964K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.52K+ 66.41% |
$937K - $1.04M
|
23.9K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9.41K+ 278.26% |
$926K - $1.03M
|
12.8K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.99K+ 10.96% |
$886K - $983K
|
91.1K
$9.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.93K+ 8.36% |
$880K - $977K
|
116K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
8.6KNew |
$847K - $940K
|
8.6K
$871K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.39K+ 5.64% |
$826K - $917K
|
157K
$15.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
8.36KNew |
$823K - $914K
|
8.36K
$846K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.08K+ 45.51% |
$796K - $884K
|
25.8K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
7.59K+ 16.29% |
$748K - $830K
|
54.2K
$5.49M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.76K+ 14.5% |
$666K - $740K
|
53.4K
$5.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.24K+ 6.68% |
$615K - $683K
|
99.7K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.19K+ 6.5% |
$610K - $677K
|
102K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.74KNew |
$565K - $628K
|
5.74K
$582K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.64K+ 10.25% |
$555K - $616K
|
60.6K
$6.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.63KNew |
$554K - $616K
|
5.63K
$570K
|