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 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.9KNew |
$727K - $823K
|
15.9K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
15.7KNew |
$720K - $814K
|
15.7K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.7KNew |
$718K - $812K
|
15.7K
$771K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15.6KNew |
$715K - $809K
|
15.6K
$767K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15.3K+ 217.33% |
$701K - $793K
|
22.4K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.3K+ 62.28% |
$699K - $791K
|
39.8K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
15.2K+ 264.3% |
$696K - $787K
|
21K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.1K+ 5.57% |
$690K - $780K
|
286K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
14.8K+ 369.27% |
$676K - $765K
|
18.8K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.7KNew |
$673K - $761K
|
14.7K
$722K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
14.3K+ 161.86% |
$652K - $737K
|
23.1K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12.9KNew |
$590K - $668K
|
12.9K
$634K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.7KNew |
$581K - $657K
|
12.7K
$624K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 48.05% |
$578K - $654K
|
39K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
12.6KNew |
$578K - $654K
|
12.6K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.3K+ 47.53% |
$561K - $634K
|
38.1K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11.7KNew |
$536K - $606K
|
11.7K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.1KNew |
$506K - $573K
|
11.1K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.4KNew |
$474K - $536K
|
10.4K
$509K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.3KNew |
$471K - $533K
|
10.3K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.2KNew |
$467K - $528K
|
10.2K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.1K+ 331.23% |
$464K - $524K
|
13.2K
$648K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
9.49KNew |
$434K - $491K
|
9.49K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
9.48KNew |
$434K - $491K
|
9.48K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.23KNew |
$422K - $477K
|
9.23K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.14K+ 36.24% |
$418K - $473K
|
34.4K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.11K+ 41.09% |
$417K - $471K
|
31.3K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9.06KNew |
$414K - $469K
|
9.06K
$445K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
8.75KNew |
$400K - $453K
|
8.75K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8.57KNew |
$392K - $443K
|
8.57K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.5K+ 27.09% |
$389K - $440K
|
39.9K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
8.45KNew |
$386K - $437K
|
8.45K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.42K+ 12.28% |
$385K - $436K
|
77K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.41KNew |
$384K - $435K
|
8.41K
$413K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
8.26K+ 92.26% |
$378K - $427K
|
17.2K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8.23KNew |
$376K - $426K
|
8.23K
$404K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.2KNew |
$375K - $424K
|
8.2K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.15K+ 3.55% |
$373K - $422K
|
238K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.01K+ 17.58% |
$366K - $414K
|
53.6K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.96KNew |
$364K - $412K
|
7.96K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.85K+ 8.35% |
$359K - $406K
|
102K
$5M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
7.8KNew |
$357K - $404K
|
7.8K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.37K+ 13.95% |
$337K - $381K
|
60.2K
$2.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.35KNew |
$336K - $380K
|
7.35K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
7.27K+ 148.4% |
$333K - $376K
|
12.2K
$598K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7.24KNew |
$331K - $374K
|
7.24K
$355K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
6.86KNew |
$314K - $355K
|
6.86K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.86KNew |
$314K - $355K
|
6.86K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.82KNew |
$312K - $353K
|
6.82K
$335K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.78K+ 33.78% |
$310K - $350K
|
26.8K
$1.32M
|