Purchases and Sales Made in Q2 2021 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
212+ 1.14% |
$63.6K - $69K
|
18.8K
$905K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
196+ 14.98% |
$58.8K - $63.8K
|
1.5K
$72.4K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
190+ 395.83% |
$57K - $61.8K
|
238
$11.5K
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
152New |
$45.6K - $49.5K
|
152
$7.32K
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
130+ 2.04% |
$39K - $42.3K
|
6.51K
$313K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
129+ 29.12% |
$38.7K - $42K
|
572
$27.5K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
106New |
$31.8K - $34.5K
|
106
$5.1K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100New |
$30K - $32.5K
|
100
$4.82K
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
80+ 10.3% |
$24K - $26K
|
857
$41.3K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
74+ 8.19% |
$22.2K - $24.1K
|
977
$47K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71+ 0.45% |
$21.3K - $23.1K
|
15.8K
$759K
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
55New |
$16.5K - $17.9K
|
55
$2.65K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
46+ 22.66% |
$13.8K - $15K
|
249
$12K
|
|
Jul 23, 2021
Q2 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
41+ 5.84% |
$12.3K - $13.3K
|
743
$35.8K
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39+ 0.67% |
$11.7K - $12.7K
|
5.88K
$283K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 0.5% |
$10.5K - $11.4K
|
7.1K
$342K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
32New |
$9.59K - $10.4K
|
32
$1.54K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21+ 1.57% |
$6.3K - $6.83K
|
1.36K
$65.2K
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
19New |
$5.7K - $6.18K
|
19
$915
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18+ 0.78% |
$5.4K - $5.86K
|
2.34K
$112K
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18+ 0.14% |
$5.4K - $5.86K
|
12.9K
$623K
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11New |
$3.3K - $3.58K
|
11
$530
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
9+ 0.07% |
$2.7K - $2.93K
|
12.4K
$598K
|
|
Jul 21, 2021
Q2 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
9New |
$2.7K - $2.93K
|
9
$433
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6+ 8.45% |
$1.8K - $1.95K
|
77
$3.71K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
6+ 8.0% |
$1.8K - $1.95K
|
81
$3.9K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.23% |
$1.2K - $1.3K
|
1.77K
$85.2K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.13% |
$600 - $651
|
1.49K
$71.9K
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.24% |
$300 - $325
|
426
$20.5K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.14% |
$300 - $325
|
706
$34K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.2% |
$300 - $325
|
507
$24.4K
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6- 0.1% |
$1.8K - $1.95K
|
6.12K
$295K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-10- 66.67% |
$3K - $3.25K
|
5
$241
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-24- 2.78% |
$7.2K - $7.81K
|
838
$40.3K
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-30- 1.73% |
$8.99K - $9.76K
|
1.7K
$82K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31- 6.04% |
$9.29K - $10.1K
|
482
$23.2K
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-31- 2.25% |
$9.29K - $10.1K
|
1.35K
$64.8K
|
|
Jul 21, 2021
Q2 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-32- 3.04% |
$9.59K - $10.4K
|
1.02K
$49.1K
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-35- 4.13% |
$10.5K - $11.4K
|
813
$39.1K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-58Closed |
$17.4K - $18.9K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-62Closed |
$18.6K - $20.2K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-66- 5.68% |
$19.8K - $21.5K
|
1.1K
$52.8K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-79- 21.35% |
$23.7K - $25.7K
|
291
$14K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-80- 9.94% |
$24K - $26K
|
725
$34.9K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-86- 1.97% |
$25.8K - $28K
|
4.28K
$206K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-89- 4.67% |
$26.7K - $29K
|
1.82K
$87.5K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-95- 3.0% |
$28.5K - $30.9K
|
3.08K
$148K
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-99- 7.43% |
$29.7K - $32.2K
|
1.23K
$59.4K
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-100- 10.15% |
$30K - $32.5K
|
885
$42.6K
|