Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.24K+ 6.68% |
$615K - $683K
|
99.7K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.19K+ 6.5% |
$610K - $677K
|
102K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.11K+ 15.07% |
$601K - $668K
|
46.6K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.98KNew |
$589K - $654K
|
5.98K
$601K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.74KNew |
$565K - $628K
|
5.74K
$577K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.64K+ 10.25% |
$555K - $616K
|
60.6K
$6.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.63KNew |
$554K - $616K
|
5.63K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.62K+ 6.98% |
$553K - $615K
|
86.1K
$8.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.57K+ 6.72% |
$549K - $610K
|
88.6K
$8.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.31KNew |
$523K - $581K
|
5.31K
$534K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
4.91K+ 0.96% |
$484K - $537K
|
517K
$51.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.86KNew |
$478K - $531K
|
4.86K
$488K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.8K+ 9.37% |
$473K - $525K
|
56K
$5.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.76K+ 9.26% |
$469K - $521K
|
56.2K
$5.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.61K+ 6.5% |
$454K - $505K
|
75.7K
$7.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.38KNew |
$431K - $479K
|
4.38K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.37KNew |
$430K - $478K
|
4.37K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.06K+ 10.65% |
$400K - $444K
|
42.2K
$4.24M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.03KNew |
$397K - $441K
|
4.03K
$405K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.01K+ 90.55% |
$395K - $439K
|
8.45K
$849K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.93K+ 12.84% |
$387K - $430K
|
34.5K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.9K+ 4.09% |
$384K - $426K
|
99.2K
$9.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.87KNew |
$381K - $423K
|
3.87K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.82K+ 8.12% |
$376K - $418K
|
50.9K
$5.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.79K+ 17.83% |
$373K - $414K
|
25K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.72K+ 28.71% |
$367K - $407K
|
16.7K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.71K+ 0.93% |
$365K - $405K
|
400K
$40.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.68K+ 3.1% |
$363K - $403K
|
122K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.68K+ 2.27% |
$363K - $403K
|
166K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.68K+ 10.35% |
$363K - $403K
|
39.3K
$3.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.67K+ 8.16% |
$361K - $401K
|
48.6K
$4.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.63K+ 3.77% |
$358K - $397K
|
99.8K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.55KNew |
$349K - $388K
|
3.55K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.47K+ 5.57% |
$341K - $379K
|
65.7K
$6.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.3K+ 21.31% |
$325K - $361K
|
18.8K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.23K+ 17.57% |
$318K - $353K
|
21.6K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.2K+ 12.22% |
$315K - $350K
|
29.4K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.16KNew |
$311K - $346K
|
3.16K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
3.1K+ 11.92% |
$305K - $339K
|
29.1K
$2.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.01K+ 1.32% |
$296K - $329K
|
231K
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3KNew |
$295K - $328K
|
3K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.98K+ 11.28% |
$293K - $326K
|
29.4K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.95K+ 7.84% |
$291K - $323K
|
40.6K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.94K+ 18.11% |
$290K - $322K
|
19.2K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.81KNew |
$276K - $307K
|
2.81K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.8K+ 5.57% |
$276K - $307K
|
53.2K
$5.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.8K+ 11.93% |
$275K - $306K
|
26.2K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.72K+ 5.44% |
$268K - $297K
|
52.7K
$5.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.63K+ 22.49% |
$259K - $288K
|
14.3K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.63K+ 12.29% |
$259K - $287K
|
24K
$2.41M
|