Purchases and Sales Made in Q2 2022 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
257+ 26.88% |
$71.4K - $91.6K
|
1.21K
$59.2K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
223+ 9.6% |
$62K - $79.5K
|
2.55K
$124K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
203+ 26.23% |
$56.4K - $72.4K
|
977
$47.7K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
159New |
$44.2K - $56.7K
|
159
$7.76K
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
137+ 19.38% |
$38.1K - $48.8K
|
844
$41.2K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
127+ 19.57% |
$35.3K - $45.3K
|
776
$37.9K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
118+ 9.0% |
$32.8K - $42.1K
|
1.43K
$69.8K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
101+ 11.2% |
$28.1K - $36K
|
1K
$49K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100+ 217.39% |
$27.8K - $35.7K
|
146
$7.13K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
100+ 3.34% |
$27.8K - $35.7K
|
3.1K
$151K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$27.8K - $35.7K
|
100
$4.88K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
100New |
$27.8K - $35.7K
|
100
$4.88K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
75+ 1.59% |
$20.8K - $26.7K
|
4.78K
$233K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
65+ 5.78% |
$18.1K - $23.2K
|
1.19K
$58.1K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
63+ 1.22% |
$17.5K - $22.5K
|
5.24K
$256K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
56New |
$15.6K - $20K
|
56
$2.73K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
56New |
$15.6K - $20K
|
56
$2.73K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
38New |
$10.6K - $13.5K
|
38
$1.86K
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
23New |
$6.39K - $8.2K
|
23
$1.12K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$4.17K - $5.35K
|
15
$732
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 4.65% |
$1.11K - $1.43K
|
90
$4.39K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4+ 0.39% |
$1.11K - $1.43K
|
1.03K
$50.5K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$1.11K - $1.43K
|
7.57K
$370K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.14% |
$834 - $1.07K
|
266
$13K
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3+ 0.32% |
$834 - $1.07K
|
949
$46.3K
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3+ 0.01% |
$834 - $1.07K
|
20.4K
$997K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2+ 0.27% |
$556 - $713
|
750
$36.6K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.1% |
$556 - $713
|
1.95K
$95.3K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 3.57% |
$1.11K - $1.43K
|
108
$5.27K
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-5- 0.36% |
$1.39K - $1.78K
|
1.39K
$67.6K
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-9- 0.67% |
$2.5K - $3.21K
|
1.33K
$64.8K
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-11- 1.16% |
$3.06K - $3.92K
|
941
$45.9K
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-13- 0.6% |
$3.61K - $4.64K
|
2.15K
$105K
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-17- 1.26% |
$4.72K - $6.06K
|
1.33K
$65.1K
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-20- 1.1% |
$5.56K - $7.13K
|
1.79K
$87.4K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22- 0.9% |
$6.11K - $7.84K
|
2.41K
$118K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-24- 5.0% |
$6.67K - $8.56K
|
456
$22.3K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-27- 0.33% |
$7.5K - $9.63K
|
8.16K
$398K
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-30- 3.21% |
$8.34K - $10.7K
|
906
$44.2K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30Closed |
$8.34K - $10.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-30- 0.51% |
$8.34K - $10.7K
|
5.86K
$286K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43- 0.84% |
$11.9K - $15.3K
|
5.1K
$249K
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-50- 1.63% |
$13.9K - $17.8K
|
3.02K
$147K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-58- 2.76% |
$16.1K - $20.7K
|
2.05K
$99.9K
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-64- 0.41% |
$17.8K - $22.8K
|
15.7K
$768K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-65- 5.63% |
$18.1K - $23.2K
|
1.09K
$53.2K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-71- 41.52% |
$19.7K - $25.3K
|
100
$4.88K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-78- 10.61% |
$21.7K - $27.8K
|
657
$32.1K
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-100- 1.39% |
$27.8K - $35.7K
|
7.08K
$346K
|