Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XMHQ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMHQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
414New |
$34K - $41.4K
|
414
$43K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
385+ 16.24% |
$31.6K - $38.5K
|
2.76K
$286K
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
355+ 5.88% |
$29.2K - $35.5K
|
6.39K
$664K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 38.89% |
$28.8K - $35K
|
1.25K
$130K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
346+ 5.81% |
$28.4K - $34.6K
|
6.3K
$655K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
319+ 7.74% |
$26.2K - $31.9K
|
4.44K
$461K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
296+ 7.56% |
$24.3K - $29.6K
|
4.21K
$438K
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
273+ 0.48% |
$22.4K - $27.3K
|
57.2K
$5.94M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
225New |
$18.5K - $22.5K
|
225
$23.4K
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
209New |
$17.2K - $20.9K
|
209
$21.7K
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
168+ 1.64% |
$13.8K - $16.8K
|
10.4K
$1.08M
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
158+ 4.49% |
$13K - $15.8K
|
3.68K
$382K
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
142+ 0.36% |
$11.7K - $14.2K
|
39.2K
$4.07M
|
|
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
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
103New |
$8.46K - $10.3K
|
103
$10.7K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
89+ 1.26% |
$7.31K - $8.9K
|
7.15K
$743K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
86New |
$7.07K - $8.6K
|
86
$8.94K
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
72+ 1.35% |
$5.92K - $7.2K
|
5.41K
$562K
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
43+ 60.56% |
$3.53K - $4.3K
|
114
$11.8K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
38New |
$3.12K - $3.8K
|
38
$3.95K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
38New |
$3.12K - $3.8K
|
38
$3.95K
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
34+ 1.46% |
$2.79K - $3.4K
|
2.36K
$245K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 15.6% |
$2.79K - $3.4K
|
252
$26.2K
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
32+ 9.91% |
$2.63K - $3.2K
|
355
$36.9K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 30.0% |
$2.47K - $3K
|
130
$13.5K
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
28+ 0.04% |
$2.3K - $2.8K
|
67.4K
$7M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18+ 0.56% |
$1.48K - $1.8K
|
3.24K
$337K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 0.21% |
$1.31K - $1.6K
|
7.82K
$813K
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12+ 0.12% |
$986 - $1.2K
|
9.81K
$1.02M
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
11+ 0.14% |
$904 - $1.1K
|
8.04K
$836K
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 18.52% |
$822 - $1K
|
64
$6.65K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8+ 0.18% |
$657 - $800
|
4.52K
$470K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8+ 0.1% |
$657 - $800
|
8.32K
$865K
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6New |
$493 - $600
|
6
$624
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4+ 16.0% |
$329 - $400
|
29
$3.01K
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3New |
$247 - $300
|
3
$312
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$82.2 - $100
|
1
$104
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.49% |
$82.2 - $100
|
206
$21.4K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 1.45% |
$82.2 - $100
|
70
$7.28K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
85.9K+ 122.24% |
$7.66M - $8.94M
|
156K
$16.2M
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
36.1KNew |
$3.22M - $3.75M
|
36.1K
$3.75M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33.9KNew |
$3.03M - $3.53M
|
33.9K
$3.53M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
28.7K+ 46.58% |
$2.56M - $2.99M
|
90.4K
$9.4M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.8KNew |
$1.14M - $1.33M
|
12.8K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9.94K+ 38.33% |
$887K - $1.03M
|
35.9K
$3.73M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.59K+ 10.31% |
$855K - $997K
|
103K
$10.7M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
9.57K+ 726.02% |
$853K - $996K
|
10.9K
$1.13M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.8K+ 6.65% |
$695K - $811K
|
125K
$13M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.6KNew |
$677K - $790K
|
7.6K
$790K
|