Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (XLG)

XLG Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2023. 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 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
1.19K
New
$367K - $416K
1.19K $58.1K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
1.1K
+ 2.07%
$339K - $385K
54.3K $2.65M
Jul 24, 2023 Q2 2023
Financial Services Advisory Inc

BUY
 -
1.1K
+ 28.42%
$338K - $384K
4.96K $242K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
1.03K
+ 41.11%
$317K - $360K
3.53K $172K
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.03K
+ 112.14%
$316K - $358K
1.94K $94.7K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.02K
+ 14.9%
$314K - $356K
7.86K $384K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
948
+ 15.66%
$292K - $332K
7K $342K
Jul 20, 2023 Q2 2023
Benedetti & Gucer, Inc.

BUY
 -
936
New
$289K - $327K
936 $45.7K
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
919
New
$283K - $321K
919 $44.9K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
917
New
$283K - $321K
917 $44.8K
Aug 14, 2023 Q2 2023
Soundwatch Capital LLC

New York, NY
BUY
 -
899
+ 116.0%
$277K - $314K
1.67K $81.7K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
886
+ 1.64%
$273K - $310K
55K $2.68M
Aug 04, 2023 Q2 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
797
New
$246K - $279K
797 $38.9K
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
791
+ 51.8%
$244K - $277K
2.32K $113K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
770
New
$237K - $269K
770 $37.6K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
759
New
$234K - $265K
759 $37.1K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
690
+ 6.28%
$213K - $241K
11.7K $571K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
644
New
$199K - $225K
644 $31.4K
Jul 21, 2023 Q2 2023
Capital Wealth Alliance, LLC

BUY
 -
614
New
$189K - $215K
614 $30K
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
612
New
$189K - $214K
612 $29.9K
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
585
New
$180K - $205K
585 $28.6K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
536
+ 9.03%
$165K - $187K
6.48K $316K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
530
+ 20.3%
$163K - $185K
3.14K $153K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
423
+ 43.7%
$130K - $148K
1.39K $67.9K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
349
+ 19.9%
$108K - $122K
2.1K $103K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
291
+ 1.1%
$89.7K - $102K
26.8K $1.31M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
246
+ 47.95%
$75.8K - $86K
759 $37.1K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
228
+ 8.17%
$70.3K - $79.7K
3.02K $147K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
227
+ 3.08%
$70K - $79.4K
7.59K $371K
Aug 02, 2023 Q2 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
201
+ 12.29%
$62K - $70.3K
1.84K $89.7K
Jul 12, 2023 Q2 2023
Signal Point Asset Management, LLC

BUY
 -
188
+ 1.9%
$58K - $65.7K
10.1K $491K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
166
+ 18.24%
$51.2K - $58.1K
1.08K $52.5K
Aug 10, 2023 Q2 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
150
+ 5.16%
$46.2K - $52.5K
3.06K $149K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
128
+ 0.94%
$39.5K - $44.8K
13.8K $674K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
126
+ 19.3%
$38.8K - $44.1K
779 $38K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
122
+ 3.35%
$37.6K - $42.7K
3.77K $184K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
93
+ 8.14%
$28.7K - $32.5K
1.24K $60.3K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
91
+ 5.44%
$28.1K - $31.8K
1.76K $86.1K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
77
+ 7.76%
$23.7K - $26.9K
1.07K $52.2K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
57
New
$17.6K - $19.9K
57 $2.78K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
51
+ 0.53%
$15.7K - $17.8K
9.62K $470K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
51
+ 1.29%
$15.7K - $17.8K
4.02K $196K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
45
New
$13.9K - $15.7K
45 $2.2K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
45
+ 17.51%
$13.9K - $15.7K
302 $14.7K
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
43
+ 3.74%
$13.3K - $15K
1.19K $58.2K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
41
New
$12.6K - $14.3K
41 $2K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
39
+ 12.54%
$12K - $13.6K
350 $17.1K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
38
+ 0.95%
$11.7K - $13.3K
4.05K $198K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
35
New
$10.8K - $12.2K
35 $1.71K

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