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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.77K- 29.33% |
$146K - $177K
|
4.27K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.88K- 3.44% |
$154K - $188K
|
52.7K
$5.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.06K- 6.77% |
$170K - $206K
|
28.4K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.1K- 12.59% |
$172K - $209K
|
14.5K
$1.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.12K- 49.05% |
$174K - $212K
|
2.2K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.16K- 13.11% |
$177K - $215K
|
14.3K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.36K- 2.15% |
$194K - $236K
|
108K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.59K- 2.6% |
$213K - $259K
|
97K
$9.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.7K- 55.78% |
$222K - $270K
|
2.14K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.84K- 50.2% |
$233K - $284K
|
2.81K
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.86K- 3.01% |
$235K - $285K
|
92K
$9.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.9K- 4.8% |
$238K - $289K
|
57.5K
$5.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.93K- 21.46% |
$241K - $293K
|
10.7K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-3.12K- 3.31% |
$257K - $312K
|
91.3K
$9.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.31K- 49.55% |
$272K - $331K
|
3.37K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-3.39K- 22.86% |
$279K - $339K
|
11.4K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.64K- 42.69% |
$299K - $364K
|
4.89K
$493K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.71K- 11.77% |
$305K - $371K
|
27.8K
$2.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-3.72K- 9.52% |
$306K - $372K
|
35.4K
$3.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.97K- 8.83% |
$326K - $397K
|
40.9K
$4.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.17K- 3.58% |
$342K - $417K
|
112K
$11.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.34K- 6.01% |
$356K - $433K
|
67.8K
$6.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 91.12% |
$406K - $493K
|
481
$48.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-5.03K- 33.35% |
$413K - $502K
|
10K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-5.24K- 6.9% |
$431K - $524K
|
70.7K
$7.13M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.27K- 5.24% |
$433K - $527K
|
95.4K
$9.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-5.73K- 25.43% |
$471K - $573K
|
16.8K
$1.69M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.9K- 4.9% |
$485K - $590K
|
115K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.17K- 15.53% |
$507K - $616K
|
33.5K
$3.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.45K- 37.64% |
$530K - $645K
|
10.7K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-6.63K- 73.0% |
$545K - $662K
|
2.45K
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.07K- 15.83% |
$581K - $707K
|
37.6K
$3.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.08K- 4.03% |
$582K - $708K
|
169K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.77K- 18.45% |
$638K - $776K
|
34.3K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-9.02K- 45.58% |
$741K - $901K
|
10.8K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.06K- 22.51% |
$744K - $905K
|
31.2K
$3.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.09K- 10.9% |
$747K - $909K
|
74.3K
$7.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-10K- 50.74% |
$823K - $1M
|
9.72K
$979K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.6K- 3.14% |
$872K - $1.06M
|
328K
$33.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.1K- 73.78% |
$916K - $1.11M
|
3.96K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.5K- 21.43% |
$946K - $1.15M
|
42.2K
$4.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-11.6K- 52.74% |
$954K - $1.16M
|
10.4K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.6K- 6.75% |
$956K - $1.16M
|
161K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-13.5K- 26.03% |
$1.11M - $1.35M
|
38.4K
$3.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13.6K- 12.32% |
$1.12M - $1.36M
|
96.7K
$9.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-13.9K- 29.47% |
$1.14M - $1.39M
|
33.3K
$3.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-14.6K- 57.04% |
$1.2M - $1.46M
|
11K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14.7K- 16.79% |
$1.21M - $1.47M
|
72.9K
$7.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.7K- 27.92% |
$1.21M - $1.47M
|
38K
$3.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-15.3K- 33.64% |
$1.25M - $1.52M
|
30.1K
$3.03M
|