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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.21K+ 7.11% |
$99.3K - $121K
|
18.2K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
1.16K+ 3.87% |
$95.6K - $116K
|
31.2K
$3.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.13K+ 5.7% |
$92.7K - $113K
|
20.9K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.09K+ 7.25% |
$89.6K - $109K
|
16.1K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.08K+ 1.92% |
$89K - $108K
|
57.6K
$5.81M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 1.71% |
$86.2K - $105K
|
62.4K
$6.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.04K+ 1.81% |
$85.3K - $104K
|
58.3K
$5.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
985+ 2.37% |
$80.9K - $98.5K
|
42.6K
$4.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
971+ 2.88% |
$79.8K - $97.1K
|
34.7K
$3.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
919+ 5.8% |
$75.5K - $91.9K
|
16.8K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
918+ 4.84% |
$75.4K - $91.8K
|
19.9K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
918+ 39.08% |
$75.4K - $91.8K
|
3.27K
$329K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
916+ 6.76% |
$75.3K - $91.6K
|
14.5K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
877+ 5.86% |
$72.1K - $87.7K
|
15.9K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
831+ 3.99% |
$68.3K - $83.1K
|
21.7K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
810+ 3.62% |
$66.6K - $81K
|
23.2K
$2.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
809+ 21.96% |
$66.5K - $80.9K
|
4.49K
$453K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
804+ 23.47% |
$66.1K - $80.4K
|
4.23K
$426K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
780New |
$64.1K - $78K
|
780
$78.6K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
776+ 2.76% |
$63.8K - $77.6K
|
28.9K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
749+ 50.71% |
$61.5K - $74.9K
|
2.23K
$224K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
720+ 5.49% |
$59.2K - $72K
|
13.8K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
710+ 15.34% |
$58.3K - $71K
|
5.34K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
648+ 0.73% |
$53.2K - $64.8K
|
89.9K
$9.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
621+ 0.59% |
$51K - $62.1K
|
106K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
591+ 4.26% |
$48.6K - $59.1K
|
14.5K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
570+ 0.56% |
$46.8K - $57K
|
102K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
563+ 4.15% |
$46.3K - $56.3K
|
14.1K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
557+ 3.94% |
$45.8K - $55.7K
|
14.7K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
518+ 14.86% |
$42.6K - $51.8K
|
4K
$403K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
495+ 2.17% |
$40.7K - $49.5K
|
23.3K
$2.35M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
493+ 1.18% |
$40.5K - $49.3K
|
42.4K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
474+ 15.26% |
$38.9K - $47.4K
|
3.58K
$361K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
463+ 3.4% |
$38K - $46.3K
|
14.1K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
447New |
$36.7K - $44.7K
|
447
$45K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
385+ 16.24% |
$31.6K - $38.5K
|
2.76K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
355+ 5.88% |
$29.2K - $35.5K
|
6.39K
$644K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 38.89% |
$28.8K - $35K
|
1.25K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
346+ 5.81% |
$28.4K - $34.6K
|
6.3K
$635K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
334+ 1.7% |
$27.4K - $33.4K
|
20K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
319+ 7.74% |
$26.2K - $31.9K
|
4.44K
$447K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
296+ 7.56% |
$24.3K - $29.6K
|
4.21K
$424K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
273+ 0.48% |
$22.4K - $27.3K
|
57.2K
$5.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
225New |
$18.5K - $22.5K
|
225
$22.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
209New |
$17.2K - $20.9K
|
209
$21.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
168+ 1.64% |
$13.8K - $16.8K
|
10.4K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
167+ 2.43% |
$13.7K - $16.7K
|
7.03K
$708K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
158+ 4.49% |
$13K - $15.8K
|
3.68K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
157+ 0.29% |
$12.9K - $15.7K
|
53.9K
$5.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
142+ 0.36% |
$11.7K - $14.2K
|
39.2K
$3.95M
|