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 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.3K- 17.12% |
$59.4K - $67.2K
|
6.29K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.35K- 22.81% |
$61.7K - $69.8K
|
4.57K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.38K- 5.37% |
$63.3K - $71.6K
|
24.4K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 67.11% |
$64.4K - $72.8K
|
690
$33.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.46K- 49.98% |
$66.8K - $75.6K
|
1.46K
$71.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.6K- 2.03% |
$73K - $82.6K
|
76.9K
$3.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.96K- 1.62% |
$89.6K - $101K
|
119K
$5.83M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.99K- 23.59% |
$91.2K - $103K
|
6.46K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2K- 1.43% |
$91.3K - $103K
|
137K
$6.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.01K- 2.79% |
$92K - $104K
|
70.1K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.34K- 4.41% |
$107K - $121K
|
50.8K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.43K- 11.09% |
$111K - $125K
|
19.4K
$955K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.44K- 16.68% |
$111K - $126K
|
12.2K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.55K- 8.41% |
$117K - $132K
|
27.8K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.79K- 0.51% |
$128K - $144K
|
541K
$26.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.79K- 8.99% |
$128K - $144K
|
28.3K
$1.39M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.82K- 5.25% |
$129K - $146K
|
50.9K
$2.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.83K- 5.48% |
$129K - $146K
|
48.8K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.1K- 11.56% |
$142K - $160K
|
23.7K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.14K- 5.84% |
$143K - $162K
|
50.5K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.15K- 8.04% |
$144K - $163K
|
36K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.31K- 39.33% |
$151K - $171K
|
5.11K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.68K- 4.07% |
$168K - $190K
|
86.6K
$4.25M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3.99K- 80.52% |
$183K - $207K
|
966
$47.4K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.04K- 36.57% |
$185K - $209K
|
7.01K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.17K- 23.72% |
$191K - $216K
|
13.4K
$658K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4.41K- 11.29% |
$202K - $228K
|
34.6K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.54K- 59.15% |
$207K - $235K
|
3.13K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.59K- 61.16% |
$210K - $237K
|
2.91K
$143K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.33K- 1.77% |
$243K - $275K
|
296K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.57K- 4.99% |
$255K - $288K
|
106K
$5.21M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.91K- 13.88% |
$270K - $306K
|
36.7K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.94K- 6.94% |
$271K - $307K
|
79.6K
$3.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6K- 2.08% |
$274K - $310K
|
283K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.01K- 19.78% |
$275K - $311K
|
24.4K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-6.75K- 41.48% |
$309K - $349K
|
9.52K
$467K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.07K- 27.36% |
$323K - $366K
|
18.8K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-7.47K- 3.92% |
$341K - $386K
|
183K
$8.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-7.59K- 17.81% |
$347K - $393K
|
35.1K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.63K- 47.96% |
$349K - $395K
|
8.28K
$406K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.69K- 16.1% |
$351K - $398K
|
40K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-8.74K- 13.97% |
$400K - $452K
|
53.8K
$2.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8.93K- 12.07% |
$408K - $462K
|
65K
$3.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9.24K- 5.5% |
$422K - $478K
|
159K
$7.79M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-9.7K- 7.73% |
$444K - $502K
|
116K
$5.69M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-10.1K- 2.62% |
$463K - $523K
|
376K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-10.2K- 6.75% |
$464K - $525K
|
140K
$6.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-10.5K- 24.69% |
$481K - $545K
|
32.1K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.4K- 72.05% |
$519K - $588K
|
4.41K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.4K- 52.19% |
$521K - $590K
|
10.4K
$513K
|