Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (XLG)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
34+ 0.19% |
$10.5K - $11.9K
|
17.8K
$868K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34+ 0.45% |
$10.5K - $11.9K
|
7.53K
$368K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
30+ 3.53% |
$9.25K - $10.5K
|
880
$43K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
29+ 1.92% |
$8.94K - $10.1K
|
1.54K
$75.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
24+ 2.56% |
$7.4K - $8.39K
|
963
$47K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20New |
$6.17K - $6.99K
|
20
$977
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
20+ 13.07% |
$6.17K - $6.99K
|
173
$8.45K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
20+ 0.21% |
$6.17K - $6.99K
|
9.64K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
15+ 1.02% |
$4.62K - $5.25K
|
1.48K
$72.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
12+ 1.69% |
$3.7K - $4.2K
|
724
$35.4K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 0.75% |
$1.85K - $2.1K
|
806
$39.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.09% |
$1.23K - $1.4K
|
4.27K
$208K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$925 - $1.05K
|
852
$41.6K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.19% |
$617 - $699
|
1.08K
$52.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1+ 0.25% |
$308 - $350
|
409
$20K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.17% |
$308 - $350
|
604
$29.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.18% |
$308 - $350
|
553
$27K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.92% |
$308 - $350
|
110
$5.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$308 - $350
|
1.51K
$73.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 1.16% |
$308 - $350
|
87
$4.25K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3Closed |
$925 - $1.05K
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-7- 1.69% |
$2.16K - $2.45K
|
406
$19.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-9- 0.17% |
$2.77K - $3.15K
|
5.42K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 2.62% |
$3.08K - $3.5K
|
371
$18.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 0.06% |
$3.7K - $4.2K
|
20.3K
$993K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17- 0.47% |
$5.24K - $5.95K
|
3.62K
$177K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-20- 3.6% |
$6.17K - $6.99K
|
535
$26.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-32- 0.76% |
$9.86K - $11.2K
|
4.18K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38- 1.18% |
$11.7K - $13.3K
|
3.19K
$156K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-52- 0.45% |
$16K - $18.2K
|
11.6K
$565K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-60- 6.25% |
$18.5K - $21K
|
900
$43.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-78- 1.64% |
$24K - $27.3K
|
4.67K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-95- 6.52% |
$29.3K - $33.2K
|
1.36K
$66.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-127- 8.42% |
$39.1K - $44.4K
|
1.38K
$67.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-151- 2.47% |
$46.5K - $52.8K
|
5.96K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-157- 2.92% |
$48.4K - $54.9K
|
5.21K
$255K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-183- 4.9% |
$56.4K - $64K
|
3.55K
$173K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-195- 0.86% |
$60.1K - $68.2K
|
22.4K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-211- 8.0% |
$65K - $73.8K
|
2.43K
$119K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-233- 1.33% |
$71.8K - $81.5K
|
17.3K
$844K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-260- 13.69% |
$80.1K - $90.9K
|
1.64K
$80K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-329- 3.31% |
$101K - $115K
|
9.62K
$470K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-331- 3.03% |
$102K - $116K
|
10.6K
$517K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-332- 31.56% |
$102K - $116K
|
720
$35.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-339- 9.06% |
$104K - $119K
|
3.4K
$166K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-393- 3.84% |
$121K - $137K
|
9.85K
$481K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-408- 4.92% |
$126K - $143K
|
7.89K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-463- 43.03% |
$143K - $162K
|
613
$29.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-477- 1.84% |
$147K - $167K
|
25.4K
$1.24M
|