Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
676+ 84.61% |
$221K - $236K
|
1.48K
$73.2K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
642+ 10.92% |
$210K - $224K
|
6.52K
$323K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
625New |
$204K - $218K
|
625
$31K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
612New |
$200K - $214K
|
612
$30.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
608New |
$199K - $212K
|
608
$30.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
576+ 4.45% |
$188K - $201K
|
13.5K
$670K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
523+ 6.87% |
$171K - $183K
|
8.14K
$404K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
514+ 2.18% |
$168K - $179K
|
24.1K
$1.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
457+ 7.35% |
$149K - $159K
|
6.68K
$331K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
426+ 11.13% |
$139K - $149K
|
4.25K
$211K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
380+ 44.34% |
$124K - $133K
|
1.24K
$61.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Reliant Wealth Planning
|
BUY
|
- |
283+ 0.25% |
$92.5K - $98.8K
|
112K
$5.57M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
221+ 3.61% |
$72.3K - $77.1K
|
6.34K
$314K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
216+ 29.15% |
$70.6K - $75.4K
|
957
$47.5K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
215+ 6.15% |
$70.3K - $75K
|
3.71K
$184K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
197+ 3.03% |
$64.4K - $68.7K
|
6.7K
$332K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
178+ 4.15% |
$58.2K - $62.1K
|
4.46K
$221K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
152+ 26.57% |
$49.7K - $53K
|
724
$35.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
151+ 20.32% |
$49.4K - $52.7K
|
894
$44.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
129New |
$42.2K - $45K
|
129
$6.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
93+ 9.52% |
$30.4K - $32.5K
|
1.07K
$53.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
85+ 34.14% |
$27.8K - $29.7K
|
334
$16.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80+ 7.3% |
$26.2K - $27.9K
|
1.18K
$58.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
77+ 10.91% |
$25.2K - $26.9K
|
783
$38.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
67New |
$21.9K - $23.4K
|
67
$3.32K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
62+ 8.91% |
$20.3K - $21.6K
|
758
$37.6K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
59+ 7.04% |
$19.3K - $20.6K
|
897
$44.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
59+ 7.04% |
$19.3K - $20.6K
|
897
$44.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$16.4K - $17.4K
|
50
$2.48K
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
45+ 4.42% |
$14.7K - $15.7K
|
1.06K
$52.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
39+ 121.88% |
$12.8K - $13.6K
|
71
$3.52K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
37New |
$12.1K - $12.9K
|
37
$1.84K
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
27+ 2.87% |
$8.83K - $9.42K
|
969
$48.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
27New |
$8.83K - $9.42K
|
27
$1.34K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 16.05% |
$4.25K - $4.54K
|
94
$4.66K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7New |
$2.29K - $2.44K
|
7
$347
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
4+ 80.0% |
$1.31K - $1.4K
|
9
$446
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.2% |
$981 - $1.05K
|
1.51K
$74.8K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.09% |
$654 - $698
|
2.14K
$106K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 2.6% |
$654 - $698
|
79
$3.92K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$654 - $698
|
9.02K
$447K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2+ 0.02% |
$654 - $698
|
12.4K
$616K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.2% |
$327 - $349
|
508
$25.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.04% |
$327 - $349
|
2.34K
$116K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.07% |
$327 - $349
|
1.52K
$75.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$327 - $349
|
6.23K
$309K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$327 - $349
|
427
$21.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.14% |
$327 - $349
|
726
$36K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.07% |
$327 - $349
|
1.49K
$74.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2- 0.15% |
$654 - $698
|
1.35K
$67.1K
|