Purchases and Sales Made in Q4 2025 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q4 2025. 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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135K+ 2937.64% |
$13.6M - $14.4M
|
140K
$14.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
27.8K+ 17.01% |
$2.8M - $2.95M
|
191K
$19.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
24KNew |
$2.42M - $2.55M
|
24K
$2.42M
|
|
|
Jan 07, 2026
Q4 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
20.3K+ 56.17% |
$2.04M - $2.15M
|
56.4K
$5.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 6.12% |
$1.9M - $2.01M
|
328K
$33M
|
|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
11.3KNew |
$1.14M - $1.2M
|
11.3K
$1.14M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
10.6K+ 7.08% |
$1.07M - $1.13M
|
161K
$16.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.6K+ 3.33% |
$1.07M - $1.13M
|
330K
$33.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.28K+ 3.59% |
$632K - $667K
|
181K
$18.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.14K+ 5.71% |
$518K - $546K
|
95.3K
$9.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.66K+ 4.08% |
$469K - $495K
|
119K
$12M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.95KNew |
$397K - $419K
|
3.95K
$397K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.54KNew |
$357K - $376K
|
3.54K
$357K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
3.39K+ 16.42% |
$341K - $359K
|
24K
$2.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.95K+ 8.38% |
$297K - $313K
|
38.1K
$3.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.46KNew |
$247K - $261K
|
2.46K
$247K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.39K+ 16.33% |
$241K - $254K
|
17.1K
$1.72M
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.33K+ 13.9% |
$235K - $248K
|
19.1K
$1.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.15K+ 0.81% |
$115K - $122K
|
143K
$14.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.02K+ 1.67% |
$103K - $108K
|
62.1K
$6.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
882+ 6.11% |
$88.8K - $93.6K
|
15.3K
$1.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
774+ 17.29% |
$77.9K - $82.2K
|
5.25K
$529K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
732+ 27.15% |
$73.7K - $77.7K
|
3.43K
$345K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
662+ 0.95% |
$66.7K - $70.3K
|
70.5K
$7.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
627+ 10.93% |
$63.1K - $66.6K
|
6.37K
$641K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
484+ 4.62% |
$48.7K - $51.4K
|
10.9K
$1.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
358+ 2.27% |
$36K - $38K
|
16.1K
$1.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
357New |
$35.9K - $37.9K
|
357
$35.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
214+ 1.53% |
$21.5K - $22.7K
|
14.2K
$1.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
174New |
$17.5K - $18.5K
|
174
$17.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
56+ 1.33% |
$5.64K - $5.94K
|
4.27K
$430K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25New |
$2.52K - $2.65K
|
25
$2.52K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18+ 12.86% |
$1.81K - $1.91K
|
158
$15.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
7+ 0.18% |
$705 - $743
|
3.92K
$394K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.19% |
$302 - $318
|
1.54K
$155K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-3- 30.0% |
$302 - $318
|
7
$705
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-8- 5.33% |
$805 - $849
|
142
$14.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-25- 5.54% |
$2.52K - $2.65K
|
426
$42.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-70- 53.85% |
$7.05K - $7.43K
|
60
$6.04K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 7.71% |
$18.6K - $19.6K
|
2.22K
$223K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-200- 7.09% |
$20.1K - $21.2K
|
2.62K
$264K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-292- 7.71% |
$29.4K - $31K
|
3.5K
$352K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-401- 0.67% |
$40.4K - $42.6K
|
59.3K
$5.97M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-500- 4.45% |
$50.3K - $53.1K
|
10.7K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-619- 8.88% |
$62.3K - $65.7K
|
6.36K
$640K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-862- 12.37% |
$86.8K - $91.5K
|
6.11K
$615K
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-886- 20.4% |
$89.2K - $94K
|
3.46K
$348K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
SELL
|
- |
-1.09K- 19.09% |
$110K - $116K
|
4.63K
$466K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.39K- 13.39% |
$140K - $147K
|
8.98K
$904K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.7K- 17.92% |
$171K - $180K
|
7.79K
$784K
|
|