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 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-67- 1.44% |
$3.06K - $3.47K
|
4.58K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-91- 0.98% |
$4.16K - $4.71K
|
9.18K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-97- 13.72% |
$4.43K - $5.02K
|
610
$29.9K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-105- 2.13% |
$4.8K - $5.43K
|
4.83K
$237K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-114Closed |
$5.21K - $5.9K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-115- 12.25% |
$5.26K - $5.95K
|
824
$40.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-120- 1.38% |
$5.49K - $6.21K
|
8.57K
$420K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-123Closed |
$5.62K - $6.36K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-125- 0.51% |
$5.72K - $6.47K
|
24.2K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-140- 22.05% |
$6.4K - $7.24K
|
495
$24.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-141- 2.11% |
$6.45K - $7.29K
|
6.53K
$321K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-162- 9.01% |
$7.41K - $8.38K
|
1.64K
$80.3K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-179- 1.31% |
$8.18K - $9.26K
|
13.4K
$660K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-183- 1.69% |
$8.37K - $9.47K
|
10.6K
$522K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-247- 0.14% |
$11.3K - $12.8K
|
173K
$8.49M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-250- 25.0% |
$11.4K - $12.9K
|
750
$36.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-269- 44.61% |
$12.3K - $13.9K
|
334
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-300- 5.29% |
$13.7K - $15.5K
|
5.37K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 0.88% |
$13.7K - $15.5K
|
33.9K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-310- 14.44% |
$14.2K - $16K
|
1.84K
$90.2K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-327- 2.19% |
$15K - $16.9K
|
14.6K
$716K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-341- 3.12% |
$15.6K - $17.6K
|
10.6K
$519K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-366- 2.93% |
$16.7K - $18.9K
|
12.1K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-378- 3.43% |
$17.3K - $19.6K
|
10.7K
$523K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-383- 2.49% |
$17.5K - $19.8K
|
15K
$736K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-411- 1.21% |
$18.8K - $21.3K
|
33.5K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-419- 1.26% |
$19.2K - $21.7K
|
33K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-420- 4.66% |
$19.2K - $21.7K
|
8.6K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-434- 0.65% |
$19.8K - $22.5K
|
65.9K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-442- 0.31% |
$20.2K - $22.9K
|
140K
$6.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-479- 2.64% |
$21.9K - $24.8K
|
17.7K
$867K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-480- 1.24% |
$21.9K - $24.8K
|
38.2K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-494- 33.07% |
$22.6K - $25.6K
|
1K
$49.1K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-533- 0.04% |
$24.4K - $27.6K
|
1.25M
$61.3M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-583- 5.1% |
$26.7K - $30.2K
|
10.9K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-608- 4.37% |
$27.8K - $31.5K
|
13.3K
$653K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-633- 44.51% |
$28.9K - $32.7K
|
789
$38.7K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-647- 5.5% |
$29.6K - $33.5K
|
11.1K
$545K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-728- 6.47% |
$33.3K - $37.7K
|
10.5K
$517K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-731- 82.04% |
$33.4K - $37.8K
|
160
$7.85K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-760- 16.36% |
$34.7K - $39.3K
|
3.89K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-798- 13.35% |
$36.5K - $41.3K
|
5.18K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-853- 7.24% |
$39K - $44.1K
|
10.9K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-872- 2.25% |
$39.9K - $45.1K
|
37.9K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-936- 15.3% |
$42.8K - $48.4K
|
5.18K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-978- 4.13% |
$44.7K - $50.6K
|
22.7K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.07K- 49.36% |
$49K - $55.5K
|
1.1K
$54K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.1K- 1.88% |
$50.5K - $57.1K
|
57.5K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.23K- 3.77% |
$56.1K - $63.5K
|
31.3K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.25K- 3.98% |
$57K - $64.5K
|
30K
$1.47M
|