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 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8- 0.83% |
$2.62K - $2.79K
|
957
$47K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-9Closed |
$2.94K - $3.14K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15Closed |
$4.91K - $5.23K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16- 0.37% |
$5.23K - $5.58K
|
4.27K
$210K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16- 0.99% |
$5.23K - $5.58K
|
1.6K
$78.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-20Closed |
$6.54K - $6.98K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-25- 0.73% |
$8.18K - $8.72K
|
3.38K
$166K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-30- 3.94% |
$9.81K - $10.5K
|
732
$35.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33- 2.45% |
$10.8K - $11.5K
|
1.31K
$64.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36- 7.47% |
$11.8K - $12.6K
|
446
$21.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-50- 17.18% |
$16.4K - $17.4K
|
241
$11.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-55Closed |
$18K - $19.2K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-62- 8.12% |
$20.3K - $21.6K
|
702
$34.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-64- 4.45% |
$20.9K - $22.3K
|
1.37K
$67.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-78- 8.85% |
$25.5K - $27.2K
|
803
$39.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-79- 1.51% |
$25.8K - $27.6K
|
5.14K
$252K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-79- 0.35% |
$25.8K - $27.6K
|
22.4K
$1.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-82- 0.66% |
$26.8K - $28.6K
|
12.4K
$609K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-89- 0.52% |
$29.1K - $31.1K
|
16.9K
$831K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-98- 1.35% |
$32K - $34.2K
|
7.18K
$352K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-106Closed |
$34.7K - $37K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-126Closed |
$41.2K - $44K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-129- 4.2% |
$42.2K - $45K
|
2.95K
$145K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-137- 1.93% |
$44.8K - $47.8K
|
6.97K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-150Closed |
$49.1K - $52.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-172- 11.47% |
$56.2K - $60K
|
1.33K
$65.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-192- 80.67% |
$62.8K - $67K
|
46
$2.26K
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-228- 22.29% |
$74.6K - $79.6K
|
795
$39K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-250- 1.74% |
$81.8K - $87.2K
|
14.1K
$692K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-256- 2.9% |
$83.7K - $89.3K
|
8.59K
$421K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-282- 1.42% |
$92.2K - $98.4K
|
19.6K
$961K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-310- 5.98% |
$101K - $108K
|
4.88K
$239K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-390- 8.57% |
$128K - $136K
|
4.16K
$204K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-425- 29.37% |
$139K - $148K
|
1.02K
$50.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-483- 27.3% |
$158K - $169K
|
1.29K
$63.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-486- 2.59% |
$159K - $170K
|
18.3K
$899K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-601- 13.0% |
$197K - $210K
|
4.02K
$197K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-619- 7.12% |
$202K - $216K
|
8.07K
$396K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-719Closed |
$235K - $251K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-943- 51.87% |
$308K - $329K
|
875
$43K
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
SELL
|
- |
-1.01K- 20.22% |
$331K - $353K
|
3.99K
$196K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.03K- 50.67% |
$336K - $359K
|
1K
$49.1K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-1.05K- 7.08% |
$343K - $366K
|
13.8K
$676K
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.06K- 2.32% |
$346K - $369K
|
44.5K
$2.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.16KClosed |
$378K - $404K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.5KClosed |
$491K - $523K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.24K- 4.49% |
$731K - $780K
|
47.6K
$2.34M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.28K- 1.37% |
$744K - $794K
|
163K
$8.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3K- 35.29% |
$981K - $1.05M
|
5.5K
$270K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.56K- 96.87% |
$1.49M - $1.59M
|
147
$7.22K
|