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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.2K+ 90.82% |
$181K - $220K
|
4.62K
$482K
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
273+ 0.48% |
$22.4K - $27.3K
|
57.2K
$5.97M
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-435K- 67.91% |
$35.7M - $43.5M
|
205K
$21.5M
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
168+ 1.64% |
$13.8K - $16.8K
|
10.4K
$1.09M
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
56.2K+ 124.93% |
$4.62M - $5.62M
|
101K
$10.6M
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.68K+ 9.75% |
$220K - $268K
|
30.2K
$3.15M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
809+ 21.96% |
$66.5K - $80.9K
|
4.49K
$469K
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.15K- 7.51% |
$94.2K - $115K
|
14.1K
$1.47M
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
188KNew |
$15.4M - $18.8M
|
188K
$19.6M
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
41.2K+ 55.33% |
$3.38M - $4.12M
|
116K
$12.1M
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.34K- 6.01% |
$356K - $433K
|
67.8K
$7.09M
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
115K+ 426.32% |
$9.44M - $11.5M
|
142K
$14.8M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
142+ 0.36% |
$11.7K - $14.2K
|
39.2K
$4.09M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18+ 0.56% |
$1.48K - $1.8K
|
3.24K
$339K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35.1K+ 28.85% |
$2.88M - $3.51M
|
157K
$16.4M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
26KNew |
$2.13M - $2.6M
|
26K
$2.71M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.84K- 50.2% |
$233K - $284K
|
2.81K
$294K
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12+ 0.12% |
$986 - $1.2K
|
9.81K
$1.02M
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.18K- 15.87% |
$96.6K - $118K
|
6.23K
$651K
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
648+ 0.73% |
$53.2K - $64.8K
|
89.9K
$9.39M
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
11.2K+ 33.44% |
$923K - $1.12M
|
44.8K
$4.68M
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.63K- 51.26% |
$134K - $163K
|
1.55K
$162K
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-578- 12.94% |
$47.5K - $57.8K
|
3.89K
$406K
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.12K+ 43.89% |
$339K - $412K
|
13.5K
$1.41M
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
804+ 23.47% |
$66.1K - $80.4K
|
4.23K
$442K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.16K+ 17.36% |
$753K - $916K
|
61.9K
$6.47M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 37.22% |
$103K - $125K
|
4.61K
$482K
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-3.72K- 9.52% |
$306K - $372K
|
35.4K
$3.7M
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
33.6KNew |
$2.76M - $3.36M
|
33.6K
$3.51M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-93- 1.63% |
$7.64K - $9.3K
|
5.63K
$588K
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
158+ 4.49% |
$13K - $15.8K
|
3.68K
$384K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.99K+ 18.59% |
$163K - $199K
|
12.7K
$1.32M
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
209New |
$17.2K - $20.9K
|
209
$21.8K
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
43+ 60.56% |
$3.53K - $4.3K
|
114
$11.9K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.09K- 10.9% |
$747K - $909K
|
74.3K
$7.76M
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-26.7K- 69.51% |
$2.19M - $2.67M
|
11.7K
$1.22M
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.12K- 49.05% |
$174K - $212K
|
2.2K
$230K
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-968- 1.19% |
$79.5K - $96.8K
|
80.4K
$8.4M
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.4K+ 1.77% |
$115K - $140K
|
80.4K
$8.4M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.8K- 45.39% |
$5.65M - $6.88M
|
82.8K
$8.65M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.5K- 55.43% |
$1.44M - $1.75M
|
14.1K
$1.47M
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
831+ 3.99% |
$68.3K - $83.1K
|
21.7K
$2.26M
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-908- 2.06% |
$74.6K - $90.8K
|
43.2K
$4.51M
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
160KNew |
$13.2M - $16M
|
160K
$16.7M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-101- 7.32% |
$8.3K - $10.1K
|
1.28K
$134K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-18.1K- 32.65% |
$1.48M - $1.8M
|
37.2K
$3.89M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.76K+ 7.94% |
$144K - $175K
|
23.9K
$2.49M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
33.1K+ 28.38% |
$2.72M - $3.3M
|
150K
$15.6M
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-275- 2.64% |
$22.6K - $27.5K
|
10.2K
$1.06M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8+ 0.1% |
$657 - $800
|
8.32K
$869K
|