Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
52.9KNew |
$1.42M - $17.3M
|
52.9K
$2.58M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
44.8K+ 525.1% |
$1.21M - $14.7M
|
53.4K
$2.61M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.7K+ 22.8% |
$853K - $10.4M
|
171K
$8.33M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24.4K+ 34.47% |
$657K - $7.98M
|
95.2K
$4.65M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21K+ 73.65% |
$564K - $6.85M
|
49.4K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.8K+ 50.27% |
$505K - $6.13M
|
56K
$2.74M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 19.03% |
$312K - $3.79M
|
72.4K
$3.53M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4KNew |
$279K - $3.39M
|
10.4K
$506K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.92K+ 143.5% |
$267K - $3.24M
|
16.8K
$822K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.15K+ 351.16% |
$219K - $2.67M
|
10.5K
$511K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.15K+ 320.24% |
$219K - $2.67M
|
10.7K
$522K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.29K+ 601.15% |
$196K - $2.39M
|
8.51K
$415K
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6.11K+ 16.35% |
$165K - $2M
|
43.5K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.53K+ 59.45% |
$149K - $1.81M
|
14.8K
$724K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.51KNew |
$148K - $1.8M
|
5.51K
$269K
|
|
Nov 03, 2022
Q3 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
5.08KNew |
$137K - $1.66M
|
5.08K
$248K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.7KNew |
$127K - $1.54M
|
4.7K
$230K
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.58KNew |
$123K - $1.5M
|
4.58K
$224K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.53KNew |
$122K - $1.48M
|
4.53K
$221K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.39K+ 4.91% |
$118K - $1.44M
|
93.7K
$4.58M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.87K+ 22.89% |
$104K - $1.27M
|
20.8K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.43K+ 14.87% |
$92.3K - $1.12M
|
26.5K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.06K+ 80.08% |
$82.5K - $1M
|
6.89K
$336K
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.61KNew |
$70.3K - $854K
|
2.61K
$127K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.52K+ 42.31% |
$67.7K - $823K
|
8.46K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.3K+ 67.61% |
$61.9K - $752K
|
5.7K
$278K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.82KNew |
$48.9K - $594K
|
1.82K
$88.6K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.73K+ 9.08% |
$46.7K - $567K
|
20.8K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.67K+ 14.96% |
$45K - $547K
|
12.9K
$628K
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
1.6K+ 1.41% |
$43.2K - $524K
|
116K
$5.65M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.6K+ 5.26% |
$43.1K - $524K
|
32K
$1.56M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.48K+ 66.58% |
$39.9K - $485K
|
3.71K
$181K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.29K+ 6.67% |
$34.8K - $422K
|
20.6K
$1.01M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23KNew |
$33K - $401K
|
1.23K
$59.9K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.09K+ 239.25% |
$29.4K - $357K
|
1.55K
$75.5K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.03K+ 33.16% |
$27.6K - $336K
|
4.12K
$201K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
854+ 3.6% |
$23K - $279K
|
24.6K
$1.2M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
827New |
$22.3K - $271K
|
827
$40.4K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
810+ 14.11% |
$21.8K - $265K
|
6.55K
$320K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
773New |
$20.8K - $253K
|
773
$37.7K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
760+ 101.33% |
$20.5K - $249K
|
1.51K
$73.7K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
628+ 0.48% |
$16.9K - $205K
|
130K
$6.37M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
620+ 4.04% |
$16.7K - $203K
|
16K
$780K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
600+ 49.26% |
$16.2K - $196K
|
1.82K
$88.8K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
600+ 49.26% |
$16.2K - $196K
|
1.82K
$88.8K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
575+ 48.36% |
$15.5K - $188K
|
1.76K
$86.1K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
455+ 50.61% |
$12.2K - $149K
|
1.35K
$66.1K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
413+ 4.65% |
$11.1K - $135K
|
9.29K
$454K
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
297+ 37.36% |
$8K - $97.2K
|
1.09K
$53.3K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
257+ 257.0% |
$6.92K - $84.1K
|
357
$17.4K
|