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 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.69K- 46.13% |
$364K - $404K
|
4.31K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.58K- 0.88% |
$451K - $500K
|
517K
$52.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.19K- 10.25% |
$610K - $677K
|
54.2K
$5.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-6.34K- 6.45% |
$624K - $693K
|
91.9K
$9.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.39K- 11.0% |
$629K - $699K
|
51.7K
$5.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6.47K- 75.3% |
$637K - $707K
|
2.12K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-11.3K- 4.88% |
$1.11M - $1.23M
|
220K
$22.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16.1K- 65.39% |
$1.59M - $1.77M
|
8.55K
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-33.3K- 58.95% |
$3.28M - $3.65M
|
23.2K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-34.9K- 47.12% |
$3.44M - $3.82M
|
39.2K
$3.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-50.8K- 43.72% |
$5.01M - $5.56M
|
65.5K
$6.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-125K- 78.27% |
$12.4M - $13.7M
|
34.8K
$3.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-143K- 86.53% |
$14.1M - $15.7M
|
22.3K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-193K- 54.85% |
$19M - $21.1M
|
159K
$16.1M
|