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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-749- 33.65% |
$66.8K - $77.9K
|
1.48K
$146K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.84K- 50.0% |
$610K - $711K
|
6.84K
$674K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-17.2K- 78.09% |
$1.53M - $1.79M
|
4.83K
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
194+ 1.32% |
$17.3K - $20.2K
|
14.8K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.6K- 18.07% |
$1.04M - $1.21M
|
52.7K
$5.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.93KNew |
$262K - $305K
|
2.93K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 12.5% |
$8.92K - $10.4K
|
900
$88.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-33- 7.93% |
$2.94K - $3.43K
|
383
$37.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
9.39KNew |
$838K - $977K
|
9.39K
$925K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.19K+ 133.61% |
$463K - $540K
|
9.08K
$895K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-58- 0.51% |
$5.17K - $6.03K
|
11.4K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-515- 9.2% |
$45.9K - $53.6K
|
5.08K
$501K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.96K+ 13.02% |
$175K - $204K
|
17K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
18+ 0.18% |
$1.61K - $1.87K
|
9.8K
$965K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.3K+ 5.64% |
$914K - $1.07M
|
192K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
62.4K+ 125.11% |
$5.56M - $6.49M
|
112K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-31.7K- 90.09% |
$2.82M - $3.3M
|
3.49K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
191+ 5.51% |
$17K - $19.9K
|
3.66K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.8K+ 4.25% |
$160K - $187K
|
44.1K
$4.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.49K+ 97.57% |
$311K - $363K
|
7.06K
$696K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.71K+ 5.48% |
$598K - $698K
|
129K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65.9KNew |
$5.87M - $6.85M
|
65.9K
$6.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51.4K- 9.82% |
$4.58M - $5.34M
|
472K
$46.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.37K+ 7.81% |
$390K - $455K
|
60.4K
$5.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-84- 0.21% |
$7.49K - $8.74K
|
40.6K
$4M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.77KNew |
$514K - $600K
|
5.77K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-29- 0.09% |
$2.59K - $3.02K
|
33.9K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-234- 2.74% |
$20.9K - $24.3K
|
8.31K
$819K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
361New |
$32.2K - $37.6K
|
361
$35.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
260+ 10.38% |
$23.2K - $27.1K
|
2.76K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.48K+ 2.92% |
$132K - $154K
|
52.3K
$5.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-1.31K- 1.7% |
$117K - $137K
|
76K
$7.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
463+ 7.43% |
$41.3K - $48.2K
|
6.7K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.22K+ 15.47% |
$377K - $439K
|
31.5K
$3.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.36K+ 6.63% |
$389K - $454K
|
70.1K
$6.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.76K- 26.01% |
$157K - $183K
|
5.02K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.8KNew |
$1.05M - $1.23M
|
11.8K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
853+ 1.87% |
$76.1K - $88.7K
|
46.5K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.84% |
$89.2 - $104
|
120
$11.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-555- 13.62% |
$49.5K - $57.7K
|
3.52K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.24K+ 7.61% |
$200K - $233K
|
31.7K
$3.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.69K+ 7.08% |
$151K - $176K
|
25.5K
$2.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-165- 5.61% |
$14.7K - $17.2K
|
2.78K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.07K- 20.31% |
$631K - $736K
|
27.8K
$2.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-4.22K- 17.57% |
$376K - $439K
|
19.8K
$1.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.63K+ 2.9% |
$145K - $170K
|
57.8K
$5.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.8K+ 4.62% |
$250K - $291K
|
63.4K
$6.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.6K- 16.62% |
$1.12M - $1.31M
|
63.1K
$6.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-234- 1.51% |
$20.9K - $24.3K
|
15.3K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-90- 47.37% |
$8.03K - $9.36K
|
100
$9.85K
|