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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.23K+ 17.57% |
$318K - $353K
|
21.6K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
3.21K+ 2.86% |
$316K - $351K
|
116K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.2K+ 12.22% |
$315K - $350K
|
29.4K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.16KNew |
$311K - $346K
|
3.16K
$281K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.14KNew |
$309K - $344K
|
3.14K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
3.1K+ 11.92% |
$305K - $339K
|
29.1K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.01K+ 1.32% |
$296K - $329K
|
231K
$20.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3KNew |
$295K - $328K
|
3K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.98K+ 11.28% |
$293K - $326K
|
29.4K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.95K+ 7.84% |
$291K - $323K
|
40.6K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.94K+ 18.11% |
$290K - $322K
|
19.2K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.88K+ 16.56% |
$283K - $314K
|
20.2K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.81KNew |
$276K - $307K
|
2.81K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.8K+ 5.57% |
$276K - $307K
|
53.2K
$4.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.8K+ 11.93% |
$275K - $306K
|
26.2K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.72K+ 5.44% |
$268K - $297K
|
52.7K
$4.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.63K+ 22.49% |
$259K - $288K
|
14.3K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.63K+ 12.29% |
$259K - $287K
|
24K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.58KNew |
$254K - $282K
|
2.58K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.56KNew |
$252K - $280K
|
2.56K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
2.54K+ 6.59% |
$250K - $278K
|
41.1K
$3.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.53K+ 20.17% |
$249K - $276K
|
15.1K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.44K+ 5.04% |
$240K - $267K
|
50.9K
$4.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.41K+ 32.05% |
$237K - $264K
|
9.93K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 43.97% |
$227K - $252K
|
7.55K
$671K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 92.6% |
$226K - $251K
|
4.77K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.28K+ 5.36% |
$224K - $249K
|
44.8K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.24K+ 3.65% |
$220K - $245K
|
63.6K
$5.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.23K+ 6.25% |
$220K - $244K
|
37.9K
$3.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.23KNew |
$219K - $243K
|
2.23K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.17K+ 19.0% |
$214K - $238K
|
13.6K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.14K+ 83.59% |
$211K - $234K
|
4.7K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.06K+ 10.29% |
$202K - $225K
|
22K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.03K+ 34.76% |
$200K - $222K
|
7.87K
$700K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.99K+ 35.86% |
$196K - $218K
|
7.56K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.98K+ 3.2% |
$195K - $217K
|
63.9K
$5.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.97K+ 12.69% |
$194K - $215K
|
17.5K
$1.55M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.96KNew |
$193K - $214K
|
1.96K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.95K+ 9.78% |
$192K - $213K
|
21.8K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.83K+ 2.01% |
$180K - $200K
|
93K
$8.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.82K+ 3.64% |
$179K - $199K
|
51.8K
$4.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.8K+ 22.02% |
$177K - $197K
|
9.98K
$887K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.78K+ 1.04% |
$175K - $194K
|
173K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.77K+ 3.74% |
$174K - $194K
|
49.2K
$4.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.74K+ 3.2% |
$171K - $190K
|
56.2K
$4.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.73K+ 4.22% |
$170K - $189K
|
42.8K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.65K+ 0.19% |
$162K - $180K
|
885K
$78.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63K+ 2.74% |
$160K - $178K
|
61K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.6KNew |
$158K - $175K
|
1.6K
$143K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.54K+ 10.99% |
$151K - $168K
|
15.5K
$1.38M
|