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 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.97K+ 3.85% |
$408K - $497K
|
134K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
621+ 0.59% |
$51K - $62.1K
|
106K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-147- 5.25% |
$12.1K - $14.7K
|
2.65K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-41K- 58.47% |
$3.37M - $4.09M
|
29.1K
$3.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 1.45% |
$82.2 - $100
|
70
$7.31K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-281- 12.42% |
$23.1K - $28.1K
|
1.98K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-5.24K- 6.9% |
$431K - $524K
|
70.7K
$7.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 38.89% |
$28.8K - $35K
|
1.25K
$131K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-18.2K- 6.28% |
$1.49M - $1.82M
|
271K
$28.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
86New |
$7.07K - $8.6K
|
86
$8.99K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 13.76% |
$121K - $147K
|
9.22K
$964K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 91.12% |
$406K - $493K
|
481
$50.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.14% |
$411 - $500
|
3.57K
$372K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.1M- 99.38% |
$90.6M - $110M
|
6.83K
$713K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.06KNew |
$170K - $206K
|
2.06K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-3.39K- 22.86% |
$279K - $339K
|
11.4K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.17K- 3.58% |
$342K - $417K
|
112K
$11.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.66K- 7.32% |
$136K - $166K
|
21K
$2.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.97K- 8.83% |
$326K - $397K
|
40.9K
$4.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.23K+ 10.98% |
$594K - $723K
|
73.1K
$7.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
334+ 1.7% |
$27.4K - $33.4K
|
20K
$2.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-11.6K- 52.74% |
$954K - $1.16M
|
10.4K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.74KNew |
$225K - $274K
|
2.74K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-150- 3.71% |
$12.3K - $15K
|
3.89K
$406K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$575 - $700
|
7.71K
$805K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
32+ 9.91% |
$2.63K - $3.2K
|
355
$37.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-275- 7.35% |
$22.6K - $27.5K
|
3.47K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-429- 4.7% |
$35.3K - $42.9K
|
8.69K
$908K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-26.9K- 91.28% |
$2.21M - $2.69M
|
2.57K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.09K- 9.67% |
$89.2K - $109K
|
10.1K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
591+ 4.26% |
$48.6K - $59.1K
|
14.5K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.99K+ 2.97% |
$739K - $899K
|
311K
$32.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.7K- 27.92% |
$1.21M - $1.47M
|
38K
$3.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 6.93% |
$2.71K - $3.3K
|
443
$46.3K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.9K- 4.9% |
$485K - $590K
|
115K
$12M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
24.4K+ 12.19% |
$2M - $2.43M
|
224K
$23.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.15KNew |
$176K - $215K
|
2.15K
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.9K- 4.8% |
$238K - $289K
|
57.5K
$6.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
167+ 2.43% |
$13.7K - $16.7K
|
7.03K
$734K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-64- 27.35% |
$5.26K - $6.4K
|
170
$17.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.7K- 55.78% |
$222K - $270K
|
2.14K
$223K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-70- 1.59% |
$5.75K - $7K
|
4.33K
$452K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13K+ 4.48% |
$1.07M - $1.3M
|
304K
$31.7M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 1.71% |
$86.2K - $105K
|
62.4K
$6.52M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
720+ 5.49% |
$59.2K - $72K
|
13.8K
$1.45M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-174- 2.64% |
$15.5K - $18.1K
|
6.42K
$671K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.71K+ 13.35% |
$331K - $386K
|
31.5K
$3.29M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-21KClosed |
$1.87M - $2.18M
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-85- 15.48% |
$7.58K - $8.84K
|
464
$48.5K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.2K- 21.92% |
$107K - $125K
|
4.28K
$447K
|
|