Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
195K+ 123.66% |
$18.4M - $20.1M
|
352K
$34.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
184K+ 32.24% |
$17.3M - $18.9M
|
753K
$74.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
114K+ 22.54% |
$10.8M - $11.8M
|
621K
$61.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
106K+ 28.25% |
$9.97M - $10.9M
|
480K
$47.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
92.9K+ 1435.67% |
$8.76M - $9.59M
|
99.4K
$9.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
56.6KNew |
$5.34M - $5.84M
|
56.6K
$5.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.6K+ 23.74% |
$4.77M - $5.22M
|
264K
$26.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
48.4K+ 10.23% |
$4.57M - $5M
|
522K
$51.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
48.1K+ 10.22% |
$4.53M - $4.96M
|
518K
$51.4M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46.7KNew |
$4.4M - $4.82M
|
46.7K
$4.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
37.7KNew |
$3.55M - $3.89M
|
37.7K
$3.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
29.9K+ 4.49% |
$2.82M - $3.09M
|
697K
$69.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
29.1K+ 20.46% |
$2.74M - $3M
|
171K
$17M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.1K+ 12.52% |
$2.65M - $2.91M
|
253K
$25.1M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
27.1KNew |
$2.55M - $2.8M
|
27.1K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.5K+ 70.08% |
$2.31M - $2.53M
|
59.4K
$5.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
24.3KNew |
$2.3M - $2.51M
|
24.3K
$2.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.8K+ 316.97% |
$1.77M - $1.94M
|
24.7K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
18.7K+ 33.66% |
$1.76M - $1.93M
|
74.1K
$7.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.5K+ 1.59% |
$1.65M - $1.81M
|
1.12M
$111M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16.1KNew |
$1.52M - $1.67M
|
16.1K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.1K+ 6.42% |
$1.52M - $1.66M
|
267K
$26.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
16.1K+ 7.48% |
$1.52M - $1.66M
|
231K
$22.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15.5KNew |
$1.46M - $1.6M
|
15.5K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.8K+ 25.13% |
$1.21M - $1.32M
|
63.9K
$6.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
12.4K+ 6.35% |
$1.17M - $1.28M
|
208K
$20.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11.9K+ 3.1% |
$1.12M - $1.23M
|
397K
$39.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.6K+ 13.81% |
$1.09M - $1.19M
|
95.3K
$9.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11KNew |
$1.04M - $1.13M
|
11K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.92K+ 6.82% |
$936K - $1.02M
|
155K
$15.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9.9KNew |
$934K - $1.02M
|
9.9K
$981K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.57K+ 23.45% |
$902K - $988K
|
50.4K
$4.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.39K+ 15.23% |
$885K - $969K
|
71K
$7.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.05KNew |
$853K - $934K
|
9.05K
$897K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8.9K+ 12.65% |
$840K - $919K
|
79.3K
$7.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
8.79K+ 9.83% |
$829K - $908K
|
98.2K
$9.74M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.71K+ 96.14% |
$821K - $899K
|
17.8K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
8.27K+ 9.5% |
$779K - $853K
|
95.3K
$9.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
8.22K+ 1.63% |
$775K - $849K
|
512K
$50.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.09K+ 18.74% |
$762K - $835K
|
51.2K
$5.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
7.95K+ 43.08% |
$750K - $821K
|
26.4K
$2.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.57K+ 8.81% |
$713K - $781K
|
93.5K
$9.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7.19KNew |
$678K - $742K
|
7.19K
$713K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.98K+ 4.19% |
$564K - $618K
|
149K
$14.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.81K+ 12.74% |
$548K - $600K
|
51.4K
$5.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 8.86% |
$522K - $572K
|
68K
$6.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.22K+ 12.54% |
$493K - $539K
|
46.9K
$4.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.2K+ 12.42% |
$490K - $537K
|
47.1K
$4.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.07K+ 10.11% |
$478K - $523K
|
55.2K
$5.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.9K+ 6.48% |
$462K - $506K
|
80.5K
$7.98M
|