Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (XLG)

XLG Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q1 2023. 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
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
290K
New
$78.7M - $89.9M
290K $16.6M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
17.1K
+ 1391.03%
$4.63M - $5.3M
18.3K $1.05M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
13.8K
+ 863.85%
$3.75M - $4.29M
15.4K $882K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
12.8K
+ 6.31%
$3.47M - $3.97M
215K $12.3M
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
12.7K
+ 120.02%
$3.45M - $3.95M
23.3K $1.33M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
11.9K
New
$3.23M - $3.7M
11.9K $681K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
9.95K
New
$2.7M - $3.09M
9.95K $569K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
8.45K
+ 7.12%
$2.29M - $2.62M
127K $7.27M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
7.88K
New
$2.14M - $2.45M
7.88K $451K
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
7.8K
New
$2.12M - $2.42M
7.8K $446K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
5.54K
+ 101.72%
$1.51M - $1.72M
11K $629K
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
5.44K
New
$1.48M - $1.69M
5.44K $311K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
4.73K
+ 25.19%
$1.28M - $1.47M
23.5K $1.34M
Apr 18, 2023 Q1 2023
Financial Services Advisory Inc

BUY
 -
3.86K
New
$1.05M - $1.2M
3.86K $221K
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
3.77K
+ 64.52%
$1.02M - $1.17M
9.62K $550K
Apr 06, 2023 Q1 2023
Fulcrum Equity Management

BUY
 -
3.65K
New
$992K - $1.13M
3.65K $209K
Jan 15, 2025 Q1 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
2.93K
New
$795K - $909K
2.93K $167K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
2.83K
+ 26.04%
$768K - $878K
13.7K $783K
May 10, 2023 Q1 2023
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
2.79K
New
$758K - $866K
2.79K $160K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
2.79K
New
$758K - $866K
2.79K $160K
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
2.02K
New
$549K - $628K
2.02K $116K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.93K
+ 15.74%
$525K - $601K
14.2K $814K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
1.69K
+ 3.23%
$460K - $525K
54.1K $3.1M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.6K
New
$434K - $496K
1.6K $91.4K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.59K
+ 0.93%
$432K - $493K
173K $9.88M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.5K
+ 56.01%
$406K - $464K
4.16K $238K
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.46K
New
$396K - $453K
1.46K $83.4K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
1.44K
+ 57.07%
$391K - $447K
3.97K $227K
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.36K
+ 29.38%
$369K - $422K
5.99K $342K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.35K
+ 58.96%
$367K - $420K
3.65K $209K
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.35K
+ 58.96%
$367K - $420K
3.65K $209K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
1.11K
+ 100.81%
$303K - $346K
2.22K $127K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.1K
+ 160.96%
$299K - $342K
1.79K $102K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
1.06K
+ 57.77%
$287K - $328K
2.88K $165K
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
958
New
$260K - $297K
958 $54.8K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
939
New
$255K - $292K
939 $53.7K
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
850
New
$231K - $264K
850 $48.6K
May 15, 2023 Q1 2023
Soundwatch Capital LLC

New York, NY
BUY
 -
775
New
$210K - $241K
775 $44.3K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
726
New
$197K - $225K
726 $41.5K
Apr 25, 2023 Q1 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
712
New
$193K - $221K
712 $40.7K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
679
+ 2.75%
$184K - $211K
25.4K $1.45M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
653
New
$177K - $203K
653 $37.4K
May 05, 2023 Q1 2023
Carson Advisory Inc.

BUY
 -
569
+ 59.39%
$155K - $177K
1.53K $87.4K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
544
+ 4.91%
$148K - $169K
11.6K $665K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
517
+ 61.77%
$140K - $161K
1.35K $77.5K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
500
+ 0.66%
$136K - $155K
76.1K $4.35M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
387
+ 5.66%
$105K - $120K
7.23K $413K
May 04, 2023 Q1 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
381
+ 3.05%
$103K - $118K
12.9K $737K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
380
+ 6.7%
$103K - $118K
6.05K $346K

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