Institutional Ownership Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ). We have compiled data on the 336 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
73,992
shares
|
$7.53 Million
0.27% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
73,535
shares
|
$7.49 Million
0.34% of portfolio
|
Q2 2024
Added 262.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
71,037
shares
|
$7.23 Million
0.53% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
68,001
shares
|
$6.92 Million
0.43% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
66,466
shares
|
$6.77 Million
0.43% of portfolio
|
Q2 2024
Added 27.35%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
65,510
shares
|
$6.67 Million
2.35% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
63,894
shares
|
$6.5 Million
0.4% of portfolio
|
Q3 2024
Added 25.13%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
63,108
shares
|
$6.42 Million
0.42% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
62,237
shares
|
$6.34 Million
1.72% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
61,933
shares
|
$6.3 Million
0.98% of portfolio
|
Q3 2024
Reduced 48.31%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
60,884
shares
|
$6.2 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
60,705
shares
|
$6.18 Million
2.94% of portfolio
|
Q1 2024
Added 7.57%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
60,379
shares
|
$6.15 Million
1.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
59,378
shares
|
$6.04 Million
0.15% of portfolio
|
Q3 2024
Added 70.08%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
58,700
shares
|
$5.98 Million
3.38% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
58,331
shares
|
$5.94 Million
2.08% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
58,095
shares
|
$5.91 Million
1.35% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
57,106
shares
|
$5.81 Million
0.11% of portfolio
|
Q2 2024
Added 134.04%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
56,570
shares
|
$5.76 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
55,209
shares
|
$5.62 Million
0.17% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
54,987
shares
|
$5.6 Million
2.5% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
54,414
shares
|
$5.54 Million
0.61% of portfolio
|
Q3 2024
Reduced 24.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
53,704
shares
|
$5.47 Million
0.15% of portfolio
|
Q2 2024
Reduced 15.31%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
51,420
shares
|
$5.23 Million
0.13% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
51,222
shares
|
$5.21 Million
2.39% of portfolio
|
Q3 2024
Added 18.74%
|