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 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.56KNew |
$252K - $280K
|
2.56K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
2.54K+ 6.59% |
$250K - $278K
|
41.1K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.53K+ 20.17% |
$249K - $276K
|
15.1K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.44K+ 5.04% |
$240K - $267K
|
50.9K
$5.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.41K+ 32.05% |
$237K - $264K
|
9.93K
$998K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 43.97% |
$227K - $252K
|
7.55K
$759K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 92.6% |
$226K - $251K
|
4.77K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.28K+ 5.36% |
$224K - $249K
|
44.8K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.24K+ 3.65% |
$220K - $245K
|
63.6K
$6.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.23K+ 6.25% |
$220K - $244K
|
37.9K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.17K+ 19.0% |
$214K - $238K
|
13.6K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.14K+ 83.59% |
$211K - $234K
|
4.7K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.06K+ 10.29% |
$202K - $225K
|
22K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.03K+ 34.76% |
$200K - $222K
|
7.87K
$791K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.99K+ 35.86% |
$196K - $218K
|
7.56K
$759K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.98K+ 3.2% |
$195K - $217K
|
63.9K
$6.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.97K+ 12.69% |
$194K - $215K
|
17.5K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.95K+ 9.78% |
$192K - $213K
|
21.8K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.83K+ 2.01% |
$180K - $200K
|
93K
$9.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.82K+ 3.64% |
$179K - $199K
|
51.8K
$5.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.8K+ 22.02% |
$177K - $197K
|
9.98K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.78K+ 1.04% |
$175K - $194K
|
173K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.77K+ 3.74% |
$174K - $194K
|
49.2K
$4.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.74K+ 3.2% |
$171K - $190K
|
56.2K
$5.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.73K+ 4.22% |
$170K - $189K
|
42.8K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.65K+ 0.19% |
$162K - $180K
|
885K
$88.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63K+ 2.74% |
$160K - $178K
|
61K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.6KNew |
$158K - $175K
|
1.6K
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.54K+ 10.99% |
$151K - $168K
|
15.5K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.45K+ 13.16% |
$142K - $158K
|
12.4K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.43K+ 20.5% |
$140K - $156K
|
8.38K
$842K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.36K+ 13.27% |
$134K - $149K
|
11.6K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.35K+ 42.48% |
$133K - $148K
|
4.54K
$456K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.34KNew |
$132K - $146K
|
1.34K
$134K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 30.86% |
$130K - $144K
|
5.6K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.32KNew |
$130K - $144K
|
1.32K
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.14K+ 6.35% |
$112K - $125K
|
19.1K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.09K+ 43.63% |
$108K - $120K
|
3.6K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.06K+ 40.97% |
$104K - $115K
|
3.63K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02K+ 49.18% |
$100K - $111K
|
3.08K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1K+ 32.52% |
$98.5K - $109K
|
4.08K
$410K
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
942+ 1.26% |
$92.8K - $103K
|
75.9K
$7.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
893+ 3.9% |
$87.9K - $97.6K
|
23.8K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
800New |
$78.8K - $87.5K
|
800
$80.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
772+ 7.25% |
$76K - $84.4K
|
11.4K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
736+ 3.77% |
$72.5K - $80.5K
|
20.3K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
633+ 7.57% |
$62.3K - $69.2K
|
8.99K
$904K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
627+ 11.07% |
$61.7K - $68.6K
|
6.29K
$632K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
607+ 20.13% |
$59.8K - $66.4K
|
3.62K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
578+ 17.67% |
$56.9K - $63.2K
|
3.85K
$387K
|