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 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-249- 1.78% |
$20.5K - $24.9K
|
13.7K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-275- 7.35% |
$22.6K - $27.5K
|
3.47K
$350K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-275- 2.64% |
$22.6K - $27.5K
|
10.2K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-281- 12.42% |
$23.1K - $28.1K
|
1.98K
$200K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-283- 3.6% |
$23.3K - $28.3K
|
7.57K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-339- 12.23% |
$27.9K - $33.9K
|
2.43K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-378- 3.0% |
$31.1K - $37.8K
|
12.2K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-409- 5.57% |
$33.6K - $40.9K
|
6.94K
$699K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-416- 47.98% |
$34.2K - $41.6K
|
451
$45.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-429- 4.7% |
$35.3K - $42.9K
|
8.69K
$876K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-435- 7.57% |
$35.7K - $43.5K
|
5.32K
$536K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
SELL
|
- |
-455- 14.21% |
$37.4K - $45.5K
|
2.75K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-494- 11.37% |
$40.6K - $49.4K
|
3.85K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-522- 1.98% |
$42.9K - $52.2K
|
25.9K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-531- 8.2% |
$43.6K - $53.1K
|
5.94K
$599K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-562- 0.97% |
$46.2K - $56.2K
|
57.3K
$5.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-578- 12.94% |
$47.5K - $57.8K
|
3.89K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-622- 13.2% |
$51.1K - $62.2K
|
4.09K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-739- 7.44% |
$60.7K - $73.9K
|
9.2K
$927K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-749- 13.43% |
$61.5K - $74.9K
|
4.83K
$487K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-771- 1.75% |
$63.4K - $77.1K
|
43.4K
$4.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-788- 3.39% |
$64.7K - $78.8K
|
22.5K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-843- 12.06% |
$69.3K - $84.3K
|
6.15K
$620K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-866- 7.32% |
$71.2K - $86.6K
|
11K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-908- 2.06% |
$74.6K - $90.8K
|
43.2K
$4.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-911- 2.68% |
$74.9K - $91.1K
|
33K
$3.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-934- 4.95% |
$76.7K - $93.4K
|
17.9K
$1.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-940- 11.11% |
$77.2K - $94K
|
7.52K
$758K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-943- 19.53% |
$77.5K - $94.3K
|
3.89K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-967- 15.71% |
$79.5K - $96.7K
|
5.19K
$523K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-968- 1.19% |
$79.5K - $96.8K
|
80.4K
$8.1M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-970- 20.36% |
$79.7K - $97K
|
3.79K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.06K- 21.15% |
$86.7K - $105K
|
3.93K
$396K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.09K- 9.67% |
$89.2K - $109K
|
10.1K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.13K- 85.64% |
$92.6K - $113K
|
189
$19K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.15K- 7.51% |
$94.2K - $115K
|
14.1K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.18K- 15.87% |
$96.6K - $118K
|
6.23K
$628K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.18K- 36.0% |
$97K - $118K
|
2.1K
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.21K- 23.12% |
$99.7K - $121K
|
4.03K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-1.28K- 25.19% |
$105K - $128K
|
3.81K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 26.62% |
$108K - $131K
|
3.62K
$365K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.4K- 3.44% |
$115K - $140K
|
39.2K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.41K- 18.67% |
$116K - $141K
|
6.15K
$620K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 13.76% |
$121K - $147K
|
9.22K
$929K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 29.12% |
$122K - $148K
|
3.6K
$363K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.55K- 31.19% |
$127K - $155K
|
3.42K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.63K- 51.26% |
$134K - $163K
|
1.55K
$156K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.65K- 38.09% |
$136K - $165K
|
2.69K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.66K- 7.32% |
$136K - $166K
|
21K
$2.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.74K- 88.8% |
$143K - $174K
|
220
$22.2K
|