Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2024. 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 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
33.2KNew |
$1.32M - $1.53M
|
33.2K
$1.71M
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
33.1KNew |
$1.32M - $1.53M
|
33.1K
$1.71M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
32.4K+ 24.61% |
$1.29M - $1.49M
|
164K
$8.47M
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
31.6KNew |
$1.26M - $1.46M
|
31.6K
$1.63M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
31.5KNew |
$1.26M - $1.45M
|
31.5K
$1.63M
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
31KNew |
$1.24M - $1.43M
|
31K
$1.6M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
29.4KNew |
$1.17M - $1.35M
|
29.4K
$1.52M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
26.5KNew |
$1.06M - $1.22M
|
26.5K
$1.37M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.9K+ 9.77% |
$990K - $1.15M
|
279K
$14.4M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
24.3KNew |
$969K - $1.12M
|
24.3K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$904K - $1.05M
|
22.7K
$1.17M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.7K+ 46.14% |
$865K - $1M
|
68.7K
$3.55M
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
21.7K+ 75.18% |
$863K - $1M
|
50.5K
$2.61M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20.7K+ 352.34% |
$823K - $953K
|
26.5K
$1.37M
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.4K+ 230.69% |
$812K - $940K
|
29.2K
$1.51M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20K+ 205.29% |
$798K - $924K
|
29.8K
$1.54M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.8K+ 102.17% |
$791K - $915K
|
39.3K
$2.03M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19K+ 34.44% |
$757K - $876K
|
74.1K
$3.83M
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
18.4KNew |
$733K - $848K
|
18.4K
$949K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.4KNew |
$732K - $847K
|
18.4K
$948K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18K+ 4.62% |
$717K - $830K
|
408K
$21.1M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18K+ 912.18% |
$716K - $829K
|
19.9K
$1.03M
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
17.6K+ 27.62% |
$699K - $809K
|
81.1K
$4.19M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
17.5KNew |
$697K - $807K
|
17.5K
$903K
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15.8KNew |
$629K - $728K
|
15.8K
$814K
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
15.6K+ 2.95% |
$621K - $719K
|
544K
$28.1M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15K+ 31.88% |
$598K - $693K
|
62.1K
$3.21M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.9K+ 279.72% |
$595K - $689K
|
20.3K
$1.05M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8K+ 104.46% |
$590K - $683K
|
29K
$1.5M
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.6K+ 12.24% |
$582K - $674K
|
134K
$6.92M
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
14.6KNew |
$581K - $673K
|
14.6K
$753K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.3K+ 10.1% |
$569K - $659K
|
156K
$8.04M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.2K+ 36.95% |
$566K - $656K
|
52.7K
$2.72M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$540K - $625K
|
13.6K
$699K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.9K+ 6.15% |
$515K - $597K
|
223K
$11.5M
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
12.6K+ 3.16% |
$501K - $580K
|
411K
$21.2M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.6KNew |
$460K - $533K
|
11.6K
$596K
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.8KNew |
$429K - $497K
|
10.8K
$556K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7K+ 1.56% |
$427K - $494K
|
699K
$36.1M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
10.5KNew |
$418K - $484K
|
10.5K
$542K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.5KNew |
$417K - $482K
|
10.5K
$540K
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
BUY
|
- |
10.4KNew |
$413K - $478K
|
10.4K
$535K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 10.66% |
$412K - $476K
|
107K
$5.53M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 33.77% |
$408K - $472K
|
40.5K
$2.09M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$402K - $465K
|
10.1K
$521K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$398K - $461K
|
10K
$516K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.65K+ 72.26% |
$384K - $445K
|
23K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
8.8KNew |
$351K - $406K
|
8.8K
$454K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.64K+ 4.1% |
$344K - $398K
|
219K
$11.3M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.41K+ 33.78% |
$335K - $388K
|
33.3K
$1.72M
|