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 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-15- 0.26% |
$1.48K - $1.64K
|
5.74K
$577K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-28- 0.17% |
$2.76K - $3.06K
|
16.1K
$1.62M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-43- 4.65% |
$4.23K - $4.7K
|
882
$88.6K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62- 1.81% |
$6.11K - $6.78K
|
3.37K
$338K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 45.76% |
$7.98K - $8.86K
|
96
$9.65K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-83- 0.11% |
$8.17K - $9.08K
|
74.2K
$7.46M
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-94- 1.39% |
$9.26K - $10.3K
|
6.66K
$670K
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-99- 1.86% |
$9.75K - $10.8K
|
5.24K
$526K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-106- 1.66% |
$10.4K - $11.6K
|
6.28K
$631K
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-121- 3.07% |
$11.9K - $13.2K
|
3.82K
$383K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-122- 1.87% |
$12K - $13.3K
|
6.41K
$645K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-123- 1.6% |
$12.1K - $13.5K
|
7.54K
$758K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 8.26% |
$13.8K - $15.3K
|
1.56K
$156K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-141- 3.8% |
$13.9K - $15.4K
|
3.57K
$359K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-165- 1.8% |
$16.2K - $18K
|
9.02K
$906K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-207- 11.81% |
$20.4K - $22.6K
|
1.55K
$155K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-214- 35.61% |
$21.1K - $23.4K
|
387
$38.9K
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-220- 2.66% |
$21.7K - $24.1K
|
8.06K
$810K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-252- 6.54% |
$24.8K - $27.6K
|
3.6K
$362K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-255- 3.55% |
$25.1K - $27.9K
|
6.94K
$697K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-381- 35.81% |
$37.5K - $41.7K
|
683
$68.6K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-395- 11.21% |
$38.9K - $43.2K
|
3.13K
$315K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-408- 6.69% |
$40.2K - $44.6K
|
5.69K
$572K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-482- 3.26% |
$47.5K - $52.7K
|
14.3K
$1.44M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-577- 2.19% |
$56.8K - $63.1K
|
25.8K
$2.59M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-661- 0.56% |
$65.1K - $72.3K
|
117K
$11.8M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-743- 0.75% |
$73.2K - $81.2K
|
98.6K
$9.91M
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-779- 4.41% |
$76.7K - $85.2K
|
16.9K
$1.7M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-786- 9.41% |
$77.4K - $85.9K
|
7.57K
$760K
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-787- 4.06% |
$77.5K - $86.1K
|
18.6K
$1.87M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-787- 4.06% |
$77.5K - $86.1K
|
18.6K
$1.87M
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-898- 20.76% |
$88.4K - $98.2K
|
3.43K
$345K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-914- 1.67% |
$90K - $99.9K
|
53.7K
$5.39M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-956- 13.51% |
$94.1K - $105K
|
6.12K
$615K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.26K- 5.57% |
$124K - $137K
|
21.3K
$2.14M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.31K- 1.05% |
$129K - $144K
|
123K
$12.4M
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.41K- 5.81% |
$139K - $155K
|
22.9K
$2.3M
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.57K- 18.79% |
$154K - $171K
|
6.78K
$681K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 14.86% |
$156K - $173K
|
9.08K
$913K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.7K- 23.37% |
$168K - $186K
|
5.59K
$561K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.86K- 8.77% |
$183K - $203K
|
19.3K
$1.94M
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.2K- 3.61% |
$216K - $240K
|
58.7K
$5.9M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.3K- 50.0% |
$226K - $252K
|
2.3K
$231K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.43K- 19.43% |
$239K - $265K
|
10.1K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.43K- 2.43% |
$240K - $266K
|
97.8K
$9.83M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.54K- 4.32% |
$250K - $278K
|
56.2K
$5.64M
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.92K- 24.16% |
$287K - $319K
|
9.16K
$921K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.45K- 7.37% |
$340K - $378K
|
43.4K
$4.36M
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-3.51K- 14.33% |
$346K - $384K
|
21K
$2.11M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.69K- 46.13% |
$364K - $404K
|
4.31K
$434K
|