Aveo Capital Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Aveo Capital Partners, LLC

$0
Q4 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$89.18 - $104.04 $854,968 - $997,431	9,587 Added 10.31%	102,590 $9.39 Million
Q4 2024 Jan 30, 2025	BUY	$98.47 - $109.35 $180,495 - $200,438	1,833 Added 2.01%	93,003 $9.16 Million
Q3 2024 Nov 12, 2024	BUY	$94.31 - $103.26 $266,614 - $291,916	2,827 Added 3.2%	91,170 $9.35 Million
Q2 2024 Aug 02, 2024	BUY	$96.76 - $109.6 $560,337 - $634,693	5,791 Added 7.01%	88,343 $8.57 Million
Q1 2024 May 06, 2024	SELL	$86.47 - $110.05 $2.83 Million - $3.61 Million	-32,784 Reduced 28.42%	82,552 $9.08 Million

Q4 2023 Feb 06, 2024	BUY	$75.71 - $89.74 $3.66 Million - $4.34 Million	48,377 Added 72.25%	115,336 $10.2 Million
Q3 2023 Nov 06, 2023	BUY	$78.95 - $85.08 $32,053 - $34,542	406 Added 0.61%	66,959 $5.39 Million
Q2 2023 Aug 08, 2023	BUY	$71.58 - $80.71 $4.76 Million - $5.37 Million	66,553 New	66,553 $5.37 Million

Others Institutions Holding XMHQ

# of Institutions

421

Shares Held

34.7M

Call Options Held

9K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

4.95M
Shares

$498 Million
0.16% of portfolio
Morgan Stanley New York, NY

2.16M
Shares

$218 Million
0.01% of portfolio
Vantagepoint Investment Advisers LLC

1.51M
Shares

$152 Million
1.34% of portfolio
Northwestern Mutual Wealth Management CO

1.31M
Shares

$132 Million
0.09% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.19M
Shares

$120 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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