Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMHQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
198+ 2.97% |
$17.7K - $20.6K
|
6.86K
$628K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-146K- 84.42% |
$13M - $15.2M
|
26.9K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-705- 11.52% |
$62.9K - $73.3K
|
5.42K
$496K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
10.9K+ 108.82% |
$968K - $1.13M
|
20.8K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.18K+ 49.85% |
$194K - $226K
|
6.54K
$599K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
176K+ 156.22% |
$15.7M - $18.4M
|
289K
$26.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.45K+ 11.63% |
$129K - $150K
|
13.9K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.4K- 18.42% |
$1.11M - $1.29M
|
55K
$5.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
42.6K+ 27.08% |
$3.8M - $4.43M
|
200K
$18.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-4.63K- 20.77% |
$413K - $482K
|
17.7K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
739+ 20.54% |
$65.9K - $76.9K
|
4.34K
$397K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
16+ 0.2% |
$1.43K - $1.66K
|
8.03K
$735K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.91K+ 6.24% |
$260K - $303K
|
49.5K
$4.53M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.93K+ 14.85% |
$707K - $825K
|
61.3K
$5.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-3.36K- 35.34% |
$300K - $350K
|
6.16K
$563K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.21K+ 21.36% |
$464K - $542K
|
29.6K
$2.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-36- 0.47% |
$3.21K - $3.75K
|
7.7K
$705K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
91K+ 45.56% |
$8.11M - $9.47M
|
291K
$26.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-68.5K- 75.15% |
$6.11M - $7.12M
|
22.6K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-72.1K- 70.99% |
$6.43M - $7.5M
|
29.4K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
56+ 0.5% |
$4.99K - $5.83K
|
11.2K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.93K- 45.12% |
$261K - $305K
|
3.56K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
56.6K+ 5.37% |
$5.04M - $5.88M
|
1.11M
$102M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
333+ 2.6% |
$29.7K - $34.6K
|
13.1K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-22- 0.45% |
$1.96K - $2.29K
|
4.84K
$443K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.21K+ 9.48% |
$733K - $855K
|
94.8K
$8.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-775K- 98.27% |
$69.1M - $80.6M
|
13.7K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
476New |
$42.4K - $49.5K
|
476
$43.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.04KNew |
$360K - $420K
|
4.04K
$370K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.26KNew |
$202K - $235K
|
2.26K
$207K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
4.76K+ 0.88% |
$424K - $495K
|
548K
$50.2M
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
50.8KNew |
$5M - $5.56M
|
50.8K
$4.65M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.3K+ 24.92% |
$915K - $1.02M
|
46.6K
$4.26M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
68.4KNew |
$6.74M - $7.48M
|
68.4K
$6.26M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
63+ 0.79% |
$6.2K - $6.89K
|
8.05K
$737K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-14Closed |
$1.38K - $1.53K
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.23KNew |
$614K - $681K
|
6.23K
$570K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.14KNew |
$309K - $344K
|
3.14K
$288K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.89K- 4.48% |
$186K - $207K
|
40.3K
$3.69M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
29.8KNew |
$2.94M - $3.26M
|
29.8K
$2.73M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.96KNew |
$193K - $214K
|
1.96K
$179K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.4K+ 10.59% |
$138K - $153K
|
14.6K
$1.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7.06K+ 3.18% |
$695K - $772K
|
229K
$21M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-37.9K- 87.84% |
$3.73M - $4.14M
|
5.25K
$480K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24.1K+ 34.04% |
$2.37M - $2.63M
|
94.8K
$8.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.23KNew |
$219K - $243K
|
2.23K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-220- 2.66% |
$21.7K - $24.1K
|
8.06K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-214- 35.61% |
$21.1K - $23.4K
|
387
$35.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.72K+ 28.71% |
$367K - $407K
|
16.7K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.43K- 2.43% |
$240K - $266K
|
97.8K
$8.95M
|
|