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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
358+ 2.09% |
$14.3K - $16.5K
|
17.5K
$860K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
356+ 4.32% |
$14.2K - $16.4K
|
8.6K
$422K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
353+ 5.5% |
$14.1K - $16.3K
|
6.77K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
284+ 2.04% |
$11.3K - $13.1K
|
14.2K
$697K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
275+ 7.12% |
$11K - $12.7K
|
4.14K
$203K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250+ 4.67% |
$9.96K - $11.5K
|
5.6K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
224+ 2.27% |
$8.92K - $10.3K
|
10.1K
$496K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
180+ 0.28% |
$7.17K - $8.3K
|
64.4K
$3.16M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
178+ 3.48% |
$7.09K - $8.21K
|
5.29K
$260K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
148+ 1.22% |
$5.9K - $6.83K
|
12.3K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
124+ 1.09% |
$4.94K - $5.72K
|
11.5K
$566K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
110+ 1.94% |
$4.38K - $5.07K
|
5.79K
$284K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
109New |
$4.34K - $5.03K
|
109
$5.35K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
98+ 1633.33% |
$3.9K - $4.52K
|
104
$5.11K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
90+ 0.66% |
$3.59K - $4.15K
|
13.6K
$670K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
70+ 1.43% |
$2.79K - $3.23K
|
4.97K
$244K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
66New |
$2.63K - $3.04K
|
66
$3.24K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
54+ 50.47% |
$2.15K - $2.49K
|
161
$7.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51+ 0.2% |
$2.03K - $2.35K
|
25.1K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
50+ 0.58% |
$1.99K - $2.31K
|
8.65K
$425K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50New |
$1.99K - $2.31K
|
50
$2.45K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40+ 15.38% |
$1.59K - $1.84K
|
300
$14.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
21+ 0.21% |
$837 - $969
|
10.1K
$496K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.17% |
$837 - $969
|
12.2K
$599K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19+ 0.21% |
$757 - $876
|
9.19K
$451K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 0.26% |
$598 - $692
|
5.84K
$287K
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
15+ 0.0% |
$598 - $692
|
478K
$23.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
14+ 35.9% |
$558 - $646
|
53
$2.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14+ 0.02% |
$558 - $646
|
79.4K
$3.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 0.16% |
$518 - $600
|
8.14K
$399K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 0.18% |
$398 - $461
|
5.54K
$272K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.2% |
$398 - $461
|
4.95K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.21% |
$120 - $138
|
1.44K
$70.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.02% |
$120 - $138
|
17.6K
$866K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.29% |
$79.7 - $92.2
|
690
$33.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.12% |
$39.8 - $46.1
|
818
$40.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 22.22% |
$319 - $369
|
28
$1.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11- 6.01% |
$438 - $507
|
172
$8.44K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-13- 0.19% |
$518 - $600
|
6.89K
$338K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-19- 0.11% |
$757 - $876
|
17K
$835K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-23- 0.27% |
$916 - $1.06K
|
8.44K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27- 2.66% |
$1.08K - $1.25K
|
989
$48.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-34- 0.06% |
$1.35K - $1.57K
|
56K
$2.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-65- 5.83% |
$2.59K - $3K
|
1.05K
$51.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-80- 0.94% |
$3.19K - $3.69K
|
8.4K
$412K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-83- 1.03% |
$3.31K - $3.83K
|
7.96K
$391K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-94- 0.7% |
$3.74K - $4.34K
|
13.3K
$655K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-168- 1.39% |
$6.69K - $7.75K
|
11.9K
$586K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-176- 35.13% |
$7.01K - $8.12K
|
325
$16K
|