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 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
578+ 17.67% |
$56.9K - $63.2K
|
3.85K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
487+ 1.64% |
$48K - $53.3K
|
30.2K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
413+ 0.91% |
$40.7K - $45.2K
|
45.7K
$4.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
299+ 14.37% |
$29.4K - $32.7K
|
2.38K
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
288New |
$28.4K - $31.5K
|
288
$29.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
210New |
$20.7K - $23K
|
210
$21.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
165+ 2.18% |
$16.2K - $18K
|
7.74K
$784K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
159+ 1.41% |
$15.7K - $17.4K
|
11.5K
$1.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85+ 0.23% |
$8.37K - $9.29K
|
37.3K
$3.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
81+ 0.85% |
$7.98K - $8.86K
|
9.6K
$972K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75+ 78.95% |
$7.39K - $8.2K
|
170
$17.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
68+ 0.43% |
$6.7K - $7.44K
|
15.9K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
63+ 0.57% |
$6.2K - $6.89K
|
11.2K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
58+ 0.03% |
$5.71K - $6.34K
|
175K
$17.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
55New |
$5.42K - $6.01K
|
55
$5.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
54+ 0.08% |
$5.32K - $5.9K
|
65.6K
$6.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$4.53K - $5.03K
|
46
$4.66K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
45+ 12.13% |
$4.43K - $4.92K
|
416
$42.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
30New |
$2.95K - $3.28K
|
30
$3.04K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26+ 0.9% |
$2.56K - $2.84K
|
2.93K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
23New |
$2.26K - $2.52K
|
23
$2.33K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
15+ 0.19% |
$1.48K - $1.64K
|
8.02K
$812K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8New |
$788 - $875
|
8
$810
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7+ 0.11% |
$689 - $765
|
6.49K
$657K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-3- 0.08% |
$295 - $328
|
3.71K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-5- 4.0% |
$492 - $547
|
120
$12.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-15- 0.26% |
$1.48K - $1.64K
|
5.74K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-28- 0.17% |
$2.76K - $3.06K
|
16.1K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-43- 4.65% |
$4.23K - $4.7K
|
882
$89.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-83- 0.11% |
$8.17K - $9.08K
|
74.2K
$7.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-94- 1.39% |
$9.26K - $10.3K
|
6.66K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-99- 1.86% |
$9.75K - $10.8K
|
5.24K
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-122- 1.87% |
$12K - $13.3K
|
6.41K
$650K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-123- 1.6% |
$12.1K - $13.5K
|
7.54K
$764K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 8.26% |
$13.8K - $15.3K
|
1.56K
$157K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-141- 3.8% |
$13.9K - $15.4K
|
3.57K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-165- 1.8% |
$16.2K - $18K
|
9.02K
$913K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-252- 6.54% |
$24.8K - $27.6K
|
3.6K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-255- 3.55% |
$25.1K - $27.9K
|
6.94K
$702K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-395- 11.21% |
$38.9K - $43.2K
|
3.13K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-743- 0.75% |
$73.2K - $81.2K
|
98.6K
$9.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-779- 4.41% |
$76.7K - $85.2K
|
16.9K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.41K- 5.81% |
$139K - $155K
|
22.9K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.57K- 18.79% |
$154K - $171K
|
6.78K
$687K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.7K- 23.37% |
$168K - $186K
|
5.59K
$566K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.86K- 8.77% |
$183K - $203K
|
19.3K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.2K- 3.61% |
$216K - $240K
|
58.7K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.54K- 4.32% |
$250K - $278K
|
56.2K
$5.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-3.51K- 14.33% |
$346K - $384K
|
21K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.69K- 46.13% |
$364K - $404K
|
4.31K
$437K
|