Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50K+ 98.88% |
$2.29M - $2.59M
|
101K
$4.94M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49.9K+ 160.27% |
$2.28M - $2.58M
|
81K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.7K+ 28.99% |
$2.23M - $2.52M
|
217K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
47.9KNew |
$2.19M - $2.48M
|
47.9K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
47.5KNew |
$2.17M - $2.46M
|
47.5K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.4K+ 19.56% |
$2.17M - $2.45M
|
289K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
47.1K+ 53.4% |
$2.15M - $2.44M
|
135K
$6.64M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
45.9K+ 10.91% |
$2.1M - $2.37M
|
466K
$22.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44.4K+ 310.57% |
$2.03M - $2.29M
|
58.6K
$2.88M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
43.3KNew |
$1.98M - $2.24M
|
43.3K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42.9KNew |
$1.96M - $2.22M
|
42.9K
$2.11M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.4K+ 233.72% |
$1.94M - $2.19M
|
60.5K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42.1K+ 8213.26% |
$1.93M - $2.18M
|
42.6K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
41.2KNew |
$1.89M - $2.13M
|
41.2K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
41.1KNew |
$1.88M - $2.12M
|
41.1K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
40.7KNew |
$1.86M - $2.1M
|
40.7K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
39.6KNew |
$1.81M - $2.05M
|
39.6K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
39.3K+ 93495.24% |
$1.8M - $2.03M
|
39.3K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37.8KNew |
$1.73M - $1.96M
|
37.8K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
36.8K+ 75.21% |
$1.68M - $1.9M
|
85.8K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.7K+ 28.49% |
$1.68M - $1.9M
|
166K
$8.13M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.1KNew |
$1.6M - $1.82M
|
35.1K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
34.6K+ 128.76% |
$1.58M - $1.79M
|
61.5K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
34.4K+ 240.65% |
$1.57M - $1.78M
|
48.7K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
34.3K+ 115.71% |
$1.57M - $1.77M
|
64K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.8KNew |
$1.45M - $1.65M
|
31.8K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
30.8KNew |
$1.41M - $1.59M
|
30.8K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
30.3K+ 34.56% |
$1.38M - $1.57M
|
118K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
27.9KNew |
$1.28M - $1.45M
|
27.9K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27.6K+ 95.58% |
$1.26M - $1.43M
|
56.4K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.6K+ 1.14% |
$1.17M - $1.33M
|
2.28M
$112M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.5KNew |
$1.17M - $1.32M
|
25.5K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.3K+ 1.92% |
$1.07M - $1.21M
|
1.23M
$60.6M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
22.5K+ 258.62% |
$1.03M - $1.16M
|
31.2K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.3K+ 404.78% |
$1.02M - $1.15M
|
27.7K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
22.1K+ 10.58% |
$1.01M - $1.15M
|
232K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
21.8KNew |
$995K - $1.13M
|
21.8K
$1.07M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
20.7K+ 353.49% |
$945K - $1.07M
|
26.5K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
19.1KNew |
$872K - $987K
|
19.1K
$937K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19KNew |
$867K - $981K
|
19K
$931K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
18.5K+ 25.38% |
$848K - $959K
|
91.6K
$4.5M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
18.4KNew |
$841K - $951K
|
18.4K
$903K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
17.1KNew |
$780K - $882K
|
17.1K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
16.9K+ 69.76% |
$771K - $872K
|
41K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
16.7K+ 119.42% |
$764K - $864K
|
30.7K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
16.6KNew |
$761K - $861K
|
16.6K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$758K - $857K
|
16.6K
$813K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.5K+ 8.07% |
$752K - $851K
|
220K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.4K+ 67.34% |
$750K - $848K
|
40.7K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
16.2KNew |
$742K - $840K
|
16.2K
$797K
|