Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMHQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-435- 7.57% |
$35.7K - $43.5K
|
5.32K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-13.9K- 29.47% |
$1.14M - $1.39M
|
33.3K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-843- 12.06% |
$69.3K - $84.3K
|
6.15K
$639K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
8.39KNew |
$689K - $838K
|
8.39K
$872K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.06K- 6.77% |
$170K - $206K
|
28.4K
$2.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.92K+ 10.96% |
$568K - $691K
|
70K
$7.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
106K+ 106.06% |
$8.74M - $10.6M
|
207K
$21.5M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.6K+ 274.57% |
$1.36M - $1.66M
|
22.7K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-749- 13.43% |
$61.5K - $74.9K
|
4.83K
$502K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.18KNew |
$426K - $518K
|
5.18K
$538K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-278K- 5.35% |
$22.8M - $27.8M
|
4.91M
$511M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$82.2 - $100
|
1
$104
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-622- 13.2% |
$51.1K - $62.2K
|
4.09K
$425K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 11.54% |
$242K - $295K
|
28.5K
$2.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.28KNew |
$187K - $228K
|
2.28K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16K- 87.6% |
$1.32M - $1.6M
|
2.27K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
563+ 4.15% |
$46.3K - $56.3K
|
14.1K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.94K+ 14.65% |
$734K - $893K
|
69.9K
$7.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
59.5K+ 2144.76% |
$4.89M - $5.95M
|
62.3K
$6.47M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 4.66% |
$1.76M - $2.14M
|
482K
$50.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.4KNew |
$1.27M - $1.54M
|
15.4K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5.38KNew |
$442K - $538K
|
5.38K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-72.3K- 28.18% |
$5.94M - $7.22M
|
184K
$19.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.98K+ 22.4% |
$327K - $398K
|
21.7K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.27K- 5.24% |
$433K - $527K
|
95.4K
$9.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.42KNew |
$281K - $342K
|
3.42K
$355K
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
4.23K+ 8.78% |
$348K - $423K
|
52.4K
$5.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 44.66% |
$853K - $1.04M
|
33.6K
$3.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.88K- 3.44% |
$154K - $188K
|
52.7K
$5.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
28+ 0.04% |
$2.3K - $2.8K
|
67.4K
$7M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25- 50.0% |
$2.05K - $2.5K
|
25
$2.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
985+ 2.37% |
$80.9K - $98.5K
|
42.6K
$4.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.21K+ 7.82% |
$346K - $421K
|
58K
$6.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.08K- 4.03% |
$582K - $708K
|
169K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-1.28K- 25.19% |
$105K - $128K
|
3.81K
$396K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.21K- 23.12% |
$99.7K - $121K
|
4.03K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
11.9K+ 7.02% |
$979K - $1.19M
|
182K
$18.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 15.6% |
$2.79K - $3.4K
|
252
$26.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.16K- 13.11% |
$177K - $215K
|
14.3K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
119+ 1.83% |
$9.78K - $11.9K
|
6.63K
$690K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
776+ 2.76% |
$63.8K - $77.6K
|
28.9K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-168- 63.64% |
$13.8K - $16.8K
|
96
$9.98K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.8K+ 7.02% |
$1.71M - $2.07M
|
316K
$32.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.7K+ 4.74% |
$2.85M - $3.47M
|
767K
$79.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-934- 4.95% |
$76.7K - $93.4K
|
17.9K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
103New |
$8.46K - $10.3K
|
103
$10.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
518+ 14.86% |
$42.6K - $51.8K
|
4K
$416K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
780New |
$64.1K - $78K
|
780
$81.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
21.3KNew |
$1.75M - $2.12M
|
21.3K
$2.21M
|