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 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.71K+ 20.28% |
$108K - $125K
|
16.1K
$829K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.52K+ 14.99% |
$101K - $116K
|
19.4K
$999K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.43K+ 4.44% |
$96.6K - $112K
|
57K
$2.94M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.23K+ 9.66% |
$88.9K - $103K
|
25.3K
$1.31M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.2KNew |
$87.6K - $101K
|
2.2K
$114K
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.13K+ 3.71% |
$84.9K - $98.2K
|
59.5K
$3.07M
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
2.11KNew |
$84.2K - $97.5K
|
2.11K
$109K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.97K+ 30.15% |
$78.5K - $90.9K
|
8.51K
$439K
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 15.82% |
$77.9K - $90.2K
|
14.3K
$739K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.92K+ 30.17% |
$76.7K - $88.7K
|
8.3K
$428K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 320.83% |
$74.3K - $86K
|
2.45K
$126K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.86K+ 15.4% |
$74.3K - $86K
|
14K
$721K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.84K+ 1.5% |
$73.4K - $85K
|
125K
$6.44M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.82K+ 8.2% |
$72.5K - $83.9K
|
24K
$1.24M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.68K+ 29.58% |
$67K - $77.6K
|
7.37K
$380K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.62K+ 27.03% |
$64.4K - $74.6K
|
7.6K
$392K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.6KNew |
$63.7K - $73.8K
|
1.6K
$82.6K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.59K+ 0.98% |
$63.4K - $73.4K
|
164K
$8.48M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.58K+ 13.52% |
$62.8K - $72.7K
|
13.2K
$683K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.46K+ 11.46% |
$58.3K - $67.5K
|
14.2K
$735K
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.41K+ 3.7% |
$56K - $64.8K
|
39.4K
$2.03M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.35K+ 21.75% |
$53.7K - $62.2K
|
7.55K
$390K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.34K+ 13.15% |
$53.4K - $61.8K
|
11.5K
$596K
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.32K+ 15.61% |
$52.5K - $60.8K
|
9.77K
$504K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.31K+ 470.86% |
$52.2K - $60.4K
|
1.59K
$81.9K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.28K+ 14.48% |
$51.2K - $59.2K
|
10.2K
$524K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.28KNew |
$50.9K - $58.9K
|
1.28K
$66K
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.22K+ 12.83% |
$48.6K - $56.3K
|
10.7K
$554K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.2K+ 2.3% |
$48K - $55.5K
|
53.6K
$2.77M
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.17K+ 2.09% |
$46.7K - $54K
|
57.3K
$2.96M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.17KNew |
$46.6K - $53.9K
|
1.17K
$60.3K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.17K+ 6.36% |
$46.5K - $53.8K
|
19.5K
$1.01M
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 90.16% |
$43.8K - $50.7K
|
2.32K
$120K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.08K+ 0.34% |
$42.9K - $49.7K
|
318K
$16.4M
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.03K+ 20.99% |
$40.9K - $47.3K
|
5.91K
$305K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
916New |
$36.5K - $42.2K
|
916
$47.3K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
893+ 2.41% |
$35.6K - $41.2K
|
38K
$1.96M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
842New |
$33.5K - $38.8K
|
842
$43.5K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
832+ 1.54% |
$33.1K - $38.4K
|
54.9K
$2.83M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
752New |
$30K - $34.7K
|
752
$38.8K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
727+ 11.86% |
$29K - $33.5K
|
6.86K
$354K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
700+ 36.34% |
$27.9K - $32.3K
|
2.63K
$136K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
642+ 35.89% |
$25.6K - $29.6K
|
2.43K
$125K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
613+ 8.54% |
$24.4K - $28.3K
|
7.79K
$402K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
608+ 3.15% |
$24.2K - $28K
|
19.9K
$1.03M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
552+ 2.67% |
$22K - $25.5K
|
21.2K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
450+ 2.96% |
$17.9K - $20.8K
|
15.7K
$808K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
447+ 2128.57% |
$17.8K - $20.6K
|
468
$24.2K
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
437+ 1.05% |
$17.4K - $20.2K
|
41.9K
$2.16M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
415+ 2.08% |
$16.5K - $19.1K
|
20.4K
$1.05M
|