Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
25.7K+ 24.55% |
$1.94M - $2.3M
|
130K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
25K+ 72.87% |
$1.9M - $2.25M
|
59.4K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.5KNew |
$1.7M - $2.02M
|
22.5K
$2.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
21.2KNew |
$1.61M - $1.91M
|
21.2K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20.3KNew |
$1.54M - $1.82M
|
20.3K
$2.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.9K+ 44.69% |
$1.51M - $1.79M
|
64.5K
$6.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19.4K+ 68.01% |
$1.47M - $1.74M
|
48K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.7K+ 104.32% |
$1.41M - $1.67M
|
36.5K
$3.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.5K+ 35.73% |
$1.4M - $1.66M
|
70.4K
$6.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17.8K+ 15.24% |
$1.35M - $1.6M
|
135K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
17.7KNew |
$1.34M - $1.59M
|
17.7K
$1.76M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$1.32M - $1.56M
|
17.4K
$1.72M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.2K+ 77.0% |
$1.22M - $1.45M
|
37.1K
$3.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.3K+ 44.91% |
$1.16M - $1.38M
|
49.5K
$4.91M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15.2KNew |
$1.15M - $1.37M
|
15.2K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 1299.91% |
$1.08M - $1.28M
|
15.4K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
13.7KNew |
$1.04M - $1.23M
|
13.7K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13K+ 84.65% |
$983K - $1.17M
|
28.3K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.4K+ 70.82% |
$937K - $1.11M
|
29.9K
$2.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
11.9K+ 4.07% |
$904K - $1.07M
|
306K
$30.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.6KNew |
$878K - $1.04M
|
11.6K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
11K+ 3.67% |
$831K - $985K
|
310K
$30.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
10.8K+ 119.25% |
$817K - $968K
|
19.8K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8K+ 45.51% |
$815K - $966K
|
34.4K
$3.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
10.4KNew |
$786K - $931K
|
10.4K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
10.3KNew |
$778K - $922K
|
10.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.62K+ 33.64% |
$728K - $863K
|
38.2K
$3.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
9.58K+ 167.75% |
$725K - $860K
|
15.3K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.23K+ 8.47% |
$699K - $829K
|
118K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.2K+ 5714.29% |
$697K - $826K
|
9.36K
$928K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.15K+ 150.82% |
$693K - $821K
|
15.2K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.15K+ 104.08% |
$693K - $821K
|
17.9K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.13K+ 36954.55% |
$616K - $730K
|
8.15K
$808K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.76K+ 77.38% |
$587K - $696K
|
17.8K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.69K+ 18.36% |
$582K - $690K
|
49.6K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.64K+ 11.87% |
$578K - $686K
|
72K
$7.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.62K+ 46.65% |
$577K - $684K
|
23.9K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.56KNew |
$572K - $678K
|
7.56K
$749K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
7.4KNew |
$560K - $664K
|
7.4K
$733K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.38K+ 16.77% |
$559K - $662K
|
51.4K
$5.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.28KNew |
$551K - $653K
|
7.28K
$722K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.21K+ 9.24% |
$546K - $647K
|
85.3K
$8.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.11K+ 12.39% |
$538K - $638K
|
64.5K
$6.39M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.06K+ 9.35% |
$535K - $634K
|
82.6K
$8.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.01KNew |
$530K - $629K
|
7.01K
$694K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.89KNew |
$521K - $618K
|
6.89K
$683K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.75KNew |
$511K - $606K
|
6.75K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.22KNew |
$471K - $558K
|
6.22K
$616K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
6.17KNew |
$467K - $554K
|
6.17K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.88K+ 21.99% |
$445K - $527K
|
32.6K
$3.23M
|