Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
663+ 39.77% |
$211K - $248K
|
2.33K
$109K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
652+ 35.13% |
$208K - $244K
|
2.51K
$117K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
503+ 216.81% |
$160K - $188K
|
735
$34.4K
|
|
Feb 13, 2025
Q1 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
476+ 12.51% |
$152K - $178K
|
4.28K
$200K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
416New |
$132K - $155K
|
416
$19.4K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
370+ 10.95% |
$118K - $138K
|
3.75K
$175K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
340+ 33.33% |
$108K - $127K
|
1.36K
$63.6K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
327+ 7.15% |
$104K - $122K
|
4.9K
$229K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
326+ 36.63% |
$104K - $122K
|
1.22K
$56.8K
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
308+ 24.62% |
$98.1K - $115K
|
1.56K
$72.9K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
305+ 24.52% |
$97.1K - $114K
|
1.55K
$72.4K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
302+ 41.48% |
$96.2K - $113K
|
1.03K
$48.2K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
299+ 3.6% |
$95.2K - $112K
|
8.6K
$402K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
298+ 2.98% |
$94.9K - $111K
|
10.3K
$482K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
295+ 63.44% |
$93.9K - $110K
|
760
$35.5K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
272+ 6.28% |
$86.6K - $102K
|
4.6K
$215K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
234New |
$74.5K - $87.4K
|
234
$10.9K
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
215+ 29.41% |
$68.5K - $80.3K
|
946
$44.2K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
153New |
$48.7K - $57.2K
|
153
$7.15K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
134+ 11.38% |
$42.7K - $50.1K
|
1.31K
$61.3K
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
132+ 22.96% |
$42K - $49.3K
|
707
$33.1K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
125+ 5.42% |
$39.8K - $46.7K
|
2.43K
$114K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110+ 2.19% |
$35K - $41.1K
|
5.14K
$240K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
107New |
$34.1K - $40K
|
107
$5K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
75+ 7.08% |
$23.9K - $28K
|
1.13K
$53K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
71+ 71.0% |
$22.6K - $26.5K
|
171
$7.99K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
71+ 4.55% |
$22.6K - $26.5K
|
1.63K
$76.2K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
51+ 11.89% |
$16.2K - $19.1K
|
480
$22.4K
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
50+ 5.5% |
$15.9K - $18.7K
|
959
$44.8K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
45New |
$14.3K - $16.8K
|
45
$2.1K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37+ 2.25% |
$11.8K - $13.8K
|
1.68K
$78.7K
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
37+ 0.98% |
$11.8K - $13.8K
|
3.82K
$179K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 6.17% |
$1.59K - $1.87K
|
86
$4.02K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$637 - $747
|
7.57K
$354K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 1.3% |
$318 - $374
|
78
$3.65K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$318 - $374
|
6.23K
$291K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.9% |
$318 - $374
|
112
$5.24K
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1+ 0.13% |
$318 - $374
|
775
$36.2K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1+ 0.13% |
$318 - $374
|
748
$35K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1- 0.02% |
$318 - $374
|
6.57K
$307K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.08% |
$318 - $374
|
1.28K
$59.9K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10- 0.54% |
$3.18K - $3.74K
|
1.86K
$86.7K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12Closed |
$3.82K - $4.48K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15Closed |
$4.78K - $5.61K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-15- 1.11% |
$4.78K - $5.61K
|
1.34K
$62.5K
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-17- 1.75% |
$5.41K - $6.35K
|
952
$44.5K
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-20- 0.34% |
$6.37K - $7.47K
|
5.89K
$275K
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-23- 0.24% |
$7.32K - $8.59K
|
9.49K
$444K
|