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 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-80- 0.94% |
$3.19K - $3.69K
|
8.4K
$434K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-83- 1.03% |
$3.31K - $3.83K
|
7.96K
$411K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-94- 0.7% |
$3.74K - $4.34K
|
13.3K
$688K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-168- 1.39% |
$6.69K - $7.75K
|
11.9K
$617K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-176- 35.13% |
$7.01K - $8.12K
|
325
$16.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-207- 0.6% |
$8.25K - $9.55K
|
34.4K
$1.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-220- 4.37% |
$8.76K - $10.1K
|
4.82K
$249K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-270Closed |
$10.8K - $12.5K
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-272- 1.65% |
$10.8K - $12.5K
|
16.2K
$838K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-323- 1.0% |
$12.9K - $14.9K
|
32.1K
$1.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-381- 0.83% |
$15.2K - $17.6K
|
45.7K
$2.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-385- 0.7% |
$15.3K - $17.8K
|
54.7K
$2.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-650- 12.87% |
$25.9K - $30K
|
4.4K
$227K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-650- 2.08% |
$25.9K - $30K
|
30.7K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-684- 12.44% |
$27.3K - $31.5K
|
4.82K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-688- 24.27% |
$27.4K - $31.7K
|
2.15K
$111K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-710- 21.39% |
$28.3K - $32.7K
|
2.61K
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-722- 9.74% |
$28.8K - $33.3K
|
6.69K
$345K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-727- 1.7% |
$29K - $33.5K
|
42K
$2.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-742- 1.03% |
$29.6K - $34.2K
|
71.5K
$3.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.02K- 5.98% |
$40.6K - $47K
|
16K
$826K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 0.96% |
$42.3K - $48.9K
|
109K
$5.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.1K- 13.02% |
$43.8K - $50.7K
|
7.35K
$379K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.12K- 8.58% |
$44.7K - $51.7K
|
12K
$617K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.12K- 12.52% |
$44.7K - $51.8K
|
7.85K
$405K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.2K- 60.15% |
$47.8K - $55.3K
|
795
$41K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.21K- 7.04% |
$48.2K - $55.9K
|
16K
$826K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.23K- 5.26% |
$48.9K - $56.6K
|
22.1K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.32K- 6.51% |
$52.7K - $61.1K
|
19K
$981K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.36K- 3.87% |
$54K - $62.5K
|
33.7K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.6K- 14.79% |
$63.6K - $73.7K
|
9.2K
$475K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.66K- 0.17% |
$66.1K - $76.6K
|
982K
$50.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-1.77K- 5.2% |
$70.6K - $81.8K
|
32.3K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.97K- 18.52% |
$78.3K - $90.7K
|
8.65K
$446K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.14K- 3.1% |
$85.1K - $98.5K
|
66.8K
$3.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.25K- 4.71% |
$89.7K - $104K
|
45.5K
$2.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.54K- 6.59% |
$101K - $117K
|
36K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.67K- 10.38% |
$106K - $123K
|
23.1K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.87K- 16.24% |
$114K - $132K
|
14.8K
$764K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.92K- 16.85% |
$116K - $134K
|
14.4K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3K- 12.41% |
$120K - $138K
|
21.2K
$1.09M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.31K- 12.74% |
$132K - $153K
|
22.7K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.38K- 9.46% |
$135K - $156K
|
32.3K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.46K- 31.47% |
$138K - $160K
|
7.54K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.54K- 9.21% |
$141K - $163K
|
34.9K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.99K- 4.22% |
$159K - $184K
|
90.6K
$4.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-5.56K- 2.89% |
$221K - $256K
|
187K
$9.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.95K- 3.56% |
$237K - $275K
|
161K
$8.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.02K- 18.74% |
$240K - $278K
|
26.1K
$1.35M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.79K- 7.49% |
$271K - $313K
|
83.9K
$4.33M
|