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 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-37- 2.59% |
$11.8K - $13.8K
|
1.39K
$65K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-42- 30.66% |
$13.4K - $15.7K
|
95
$4.44K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 6.29% |
$15.9K - $18.7K
|
745
$34.8K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-51- 3.38% |
$16.2K - $19.1K
|
1.46K
$68.2K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-53- 1.25% |
$16.9K - $19.8K
|
4.19K
$196K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-62- 5.35% |
$19.7K - $23.2K
|
1.1K
$51.3K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-70- 0.37% |
$22.3K - $26.2K
|
18.8K
$880K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-82- 21.03% |
$26.1K - $30.6K
|
308
$14.4K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-96Closed |
$30.6K - $35.9K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-100- 9.57% |
$31.8K - $37.4K
|
945
$44.2K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-101- 4.58% |
$32.2K - $37.7K
|
2.1K
$98.3K
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-139- 12.93% |
$44.3K - $51.9K
|
936
$43.8K
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-140- 3.55% |
$44.6K - $52.3K
|
3.81K
$178K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-150- 13.49% |
$47.8K - $56.1K
|
962
$45K
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-171- 3.42% |
$54.4K - $63.9K
|
4.82K
$225K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-202- 25.22% |
$64.3K - $75.5K
|
599
$28K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-257- 9.22% |
$81.8K - $96K
|
2.53K
$118K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-280- 11.74% |
$89.2K - $105K
|
2.11K
$98.4K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
SELL
|
- |
-281- 2.04% |
$89.5K - $105K
|
13.5K
$632K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-342- 27.49% |
$109K - $128K
|
902
$42.2K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-365- 32.05% |
$116K - $136K
|
774
$36.2K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-365- 15.77% |
$116K - $136K
|
1.95K
$91.1K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-369- 20.65% |
$117K - $138K
|
1.42K
$66.3K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-371- 24.82% |
$118K - $139K
|
1.12K
$52.5K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-389- 29.29% |
$124K - $145K
|
939
$43.9K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-403- 82.58% |
$128K - $151K
|
85
$3.97K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-414- 38.62% |
$132K - $155K
|
658
$30.8K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-451- 62.38% |
$144K - $169K
|
272
$12.7K
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-475- 20.79% |
$151K - $177K
|
1.81K
$84.6K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-486- 1.05% |
$155K - $182K
|
45.6K
$2.13M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-502- 91.61% |
$160K - $188K
|
46
$2.15K
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-546Closed |
$174K - $204K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-707Closed |
$225K - $264K
|
0
$0
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-709Closed |
$226K - $265K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-726Closed |
$231K - $271K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-795Closed |
$253K - $297K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-839Closed |
$267K - $314K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-850- 26.66% |
$271K - $318K
|
2.34K
$109K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-897- 6.52% |
$286K - $335K
|
12.9K
$601K
|
|
May 16, 2022
Q1 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-1.02KClosed |
$325K - $382K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 23.31% |
$331K - $388K
|
3.42K
$160K
|
|
May 16, 2022
Q1 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.07KClosed |
$339K - $398K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.12KClosed |
$355K - $417K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-1.19KClosed |
$380K - $446K
|
0
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 47.45% |
$382K - $448K
|
1.33K
$62.1K
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.62KClosed |
$515K - $604K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.62KClosed |
$515K - $604K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.85KClosed |
$589K - $691K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2K- 48.78% |
$637K - $747K
|
2.1K
$98.2K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.16K- 45.93% |
$688K - $807K
|
2.54K
$119K
|