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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-58.1K- 88.68% |
$5.18M - $6.04M
|
7.41K
$730K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.25K+ 26.6% |
$200K - $234K
|
10.7K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.06KNew |
$94.9K - $111K
|
1.06K
$105K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2.78KNew |
$247K - $289K
|
2.78K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
74.4KNew |
$6.64M - $7.75M
|
74.4K
$7.34M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-397K- 99.21% |
$35.4M - $41.3M
|
3.18K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.96K+ 3.79% |
$175K - $204K
|
53.7K
$5.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.9K+ 21.97% |
$1.95M - $2.28M
|
122K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-79- 1.76% |
$7.05K - $8.22K
|
4.4K
$433K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
9.02K+ 65.24% |
$805K - $939K
|
22.9K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-17.4K- 79.54% |
$1.55M - $1.81M
|
4.47K
$440K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-29.6K- 34.36% |
$2.64M - $3.08M
|
56.5K
$5.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
159+ 345.65% |
$14.2K - $16.5K
|
205
$20.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-831- 22.89% |
$74.1K - $86.5K
|
2.8K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.81K- 3.09% |
$162K - $188K
|
56.9K
$5.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
22.7K+ 23.85% |
$2.03M - $2.36M
|
118K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.06K+ 2.0% |
$94.1K - $110K
|
53.7K
$5.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
39+ 1.39% |
$3.48K - $4.06K
|
2.85K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-13K- 43.2% |
$1.16M - $1.36M
|
17.1K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
62+ 1.71% |
$5.53K - $6.45K
|
3.68K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.17K+ 55.91% |
$193K - $225K
|
6.04K
$595K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-20- 0.35% |
$1.78K - $2.08K
|
5.72K
$564K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8.6K+ 10.03% |
$767K - $895K
|
94.4K
$9.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-3.56K- 7.29% |
$318K - $371K
|
45.3K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
146K+ 33.84% |
$13M - $15.2M
|
578K
$57M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
9.57K+ 726.02% |
$853K - $996K
|
10.9K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.26K+ 4.8% |
$112K - $131K
|
27.5K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
204+ 2.05% |
$18.2K - $21.2K
|
10.1K
$999K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
3.43KNew |
$305K - $356K
|
3.43K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.75K+ 12.55% |
$334K - $390K
|
33.6K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
237+ 5.41% |
$21.1K - $24.7K
|
4.62K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-7.33K- 17.84% |
$654K - $763K
|
33.8K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.98K+ 238.99% |
$355K - $414K
|
5.65K
$557K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.11KNew |
$277K - $323K
|
3.11K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-119K- 71.53% |
$10.6M - $12.4M
|
47.3K
$4.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.02K- 59.88% |
$447K - $522K
|
3.36K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21.8K+ 93.7% |
$1.94M - $2.26M
|
45K
$4.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.49K- 29.05% |
$579K - $675K
|
15.8K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.7KNew |
$954K - $1.11M
|
10.7K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-460- 6.1% |
$41K - $47.9K
|
7.08K
$698K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-3.41K- 31.06% |
$304K - $355K
|
7.57K
$746K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.87K+ 4.37% |
$167K - $195K
|
44.7K
$4.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-923- 75.47% |
$82.3K - $96K
|
300
$29.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
867New |
$77.3K - $90.2K
|
867
$85.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
6.43K+ 6.49% |
$574K - $669K
|
106K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.63K+ 6.71% |
$235K - $274K
|
41.9K
$4.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
296+ 10.1% |
$26.4K - $30.8K
|
3.23K
$318K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
36.1K+ 67.85% |
$3.22M - $3.75M
|
89.2K
$8.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-84.4K- 38.38% |
$7.52M - $8.78M
|
135K
$13.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
62+ 0.97% |
$5.53K - $6.45K
|
6.48K
$638K
|