Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.8K+ 10.77% |
$477K - $580K
|
59.7K
$6.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.65K+ 7.73% |
$464K - $565K
|
78.7K
$7.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.65KNew |
$464K - $564K
|
5.65K
$569K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5.38KNew |
$442K - $538K
|
5.38K
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.18KNew |
$426K - $518K
|
5.18K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.05K+ 77.23% |
$415K - $505K
|
11.6K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.97K+ 3.85% |
$408K - $497K
|
134K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.59K+ 68.59% |
$377K - $459K
|
11.3K
$1.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.56KNew |
$375K - $456K
|
4.56K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.5K+ 63.67% |
$369K - $449K
|
11.6K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
4.23K+ 8.78% |
$348K - $423K
|
52.4K
$5.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.21K+ 7.82% |
$346K - $421K
|
58K
$5.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.16K+ 6.55% |
$342K - $416K
|
67.6K
$6.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.12K+ 43.89% |
$339K - $412K
|
13.5K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
4.01K+ 2.96% |
$330K - $401K
|
139K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.98K+ 22.4% |
$327K - $398K
|
21.7K
$2.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.8K+ 3.39% |
$312K - $380K
|
116K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.42KNew |
$281K - $342K
|
3.42K
$344K
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
3.17K+ 3.27% |
$261K - $317K
|
100K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.09K+ 2.97% |
$254K - $308K
|
107K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.05K+ 5.82% |
$250K - $304K
|
55.4K
$5.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.01K+ 4.24% |
$247K - $301K
|
73.9K
$7.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 11.54% |
$242K - $295K
|
28.5K
$2.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.91KNew |
$239K - $291K
|
2.91K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.87K+ 6.67% |
$236K - $287K
|
46K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.81KNew |
$231K - $281K
|
2.81K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.74KNew |
$225K - $274K
|
2.74K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.68K+ 9.75% |
$220K - $268K
|
30.2K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.63K+ 3.08% |
$216K - $263K
|
88.2K
$8.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.53K+ 3.16% |
$208K - $253K
|
82.7K
$8.33M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.29K+ 10.84% |
$188K - $229K
|
23.4K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.28KNew |
$187K - $228K
|
2.28K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.27K+ 1.09% |
$187K - $227K
|
211K
$21.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.2K+ 90.82% |
$181K - $220K
|
4.62K
$465K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.17KNew |
$179K - $217K
|
2.17K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.15KNew |
$176K - $215K
|
2.15K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
2.13KNew |
$175K - $213K
|
2.13K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.12K+ 28.42% |
$174K - $212K
|
9.57K
$964K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.06KNew |
$170K - $206K
|
2.06K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$168K - $205K
|
2.05K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 3.02% |
$167K - $203K
|
69.4K
$6.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.99K+ 18.59% |
$163K - $199K
|
12.7K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.76K+ 7.94% |
$144K - $175K
|
23.9K
$2.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.75K+ 3.53% |
$144K - $175K
|
51.3K
$5.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.65K+ 31.36% |
$136K - $165K
|
6.91K
$697K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.57K+ 8.75% |
$129K - $157K
|
19.5K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.53K+ 30.42% |
$125K - $153K
|
6.54K
$659K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.4K+ 1.77% |
$115K - $140K
|
80.4K
$8.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.34K+ 19.59% |
$110K - $134K
|
8.18K
$824K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 37.22% |
$103K - $125K
|
4.61K
$465K
|