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 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
119+ 1.83% |
$9.78K - $11.9K
|
6.63K
$669K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
103New |
$8.46K - $10.3K
|
103
$10.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.41% |
$8.22K - $10K
|
7.18K
$724K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
89+ 1.26% |
$7.31K - $8.9K
|
7.15K
$720K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
86New |
$7.07K - $8.6K
|
86
$8.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
72+ 1.35% |
$5.92K - $7.2K
|
5.41K
$545K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
60+ 1.64% |
$4.93K - $6K
|
3.73K
$376K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
43+ 60.56% |
$3.53K - $4.3K
|
114
$11.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
38New |
$3.12K - $3.8K
|
38
$3.83K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
38New |
$3.12K - $3.8K
|
38
$3.83K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
34+ 1.46% |
$2.79K - $3.4K
|
2.36K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 15.6% |
$2.79K - $3.4K
|
252
$25.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
32+ 9.91% |
$2.63K - $3.2K
|
355
$35.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 30.0% |
$2.47K - $3K
|
130
$13.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
28+ 0.04% |
$2.3K - $2.8K
|
67.4K
$6.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18+ 0.56% |
$1.48K - $1.8K
|
3.24K
$327K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 0.21% |
$1.31K - $1.6K
|
7.82K
$788K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12+ 0.12% |
$986 - $1.2K
|
9.81K
$989K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
11+ 0.14% |
$904 - $1.1K
|
8.04K
$810K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 18.52% |
$822 - $1K
|
64
$6.45K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8+ 0.1% |
$657 - $800
|
8.32K
$838K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8+ 0.18% |
$657 - $800
|
4.52K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$575 - $700
|
7.71K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6New |
$493 - $600
|
6
$605
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.14% |
$411 - $500
|
3.57K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4+ 16.0% |
$329 - $400
|
29
$2.92K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 1.45% |
$82.2 - $100
|
70
$7.05K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$82.2 - $100
|
1
$101
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.49% |
$82.2 - $100
|
206
$20.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-11- 0.19% |
$904 - $1.1K
|
5.7K
$574K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25- 50.0% |
$2.05K - $2.5K
|
25
$2.52K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 6.93% |
$2.71K - $3.3K
|
443
$44.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-50- 1.32% |
$4.11K - $5K
|
3.74K
$376K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-64- 27.35% |
$5.26K - $6.4K
|
170
$17.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-70- 1.59% |
$5.75K - $7K
|
4.33K
$436K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-93- 1.63% |
$7.64K - $9.3K
|
5.63K
$567K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-101- 7.32% |
$8.3K - $10.1K
|
1.28K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-113- 3.36% |
$9.29K - $11.3K
|
3.25K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-126- 4.56% |
$10.4K - $12.6K
|
2.64K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-147- 5.25% |
$12.1K - $14.7K
|
2.65K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-150- 3.71% |
$12.3K - $15K
|
3.89K
$392K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-160- 4.37% |
$13.1K - $16K
|
3.5K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-168- 63.64% |
$13.8K - $16.8K
|
96
$9.67K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-173- 0.75% |
$14.2K - $17.3K
|
23K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-203- 0.19% |
$16.7K - $20.3K
|
107K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-204- 7.35% |
$16.8K - $20.4K
|
2.57K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-227- 0.35% |
$18.7K - $22.7K
|
65.5K
$6.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-229- 87.74% |
$18.8K - $22.9K
|
32
$3.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-247- 3.85% |
$20.3K - $24.7K
|
6.17K
$622K
|