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 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
235+ 16.57% |
$6.33K - $76.9K
|
1.65K
$80.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
223+ 72.4% |
$6K - $73K
|
531
$25.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
208+ 20.82% |
$5.6K - $68K
|
1.21K
$58.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
207+ 5.59% |
$5.57K - $67.7K
|
3.91K
$191K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
201+ 2.05% |
$5.41K - $65.8K
|
10K
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
190+ 16.75% |
$5.11K - $62.2K
|
1.32K
$64.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
188+ 14.15% |
$5.06K - $61.5K
|
1.52K
$74.1K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
184+ 7.92% |
$4.95K - $60.2K
|
2.51K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
175+ 13.06% |
$4.71K - $57.2K
|
1.52K
$74K
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
166+ 4.62% |
$4.47K - $54.3K
|
3.76K
$184K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
142+ 2.71% |
$3.82K - $46.5K
|
5.38K
$263K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
128+ 5.31% |
$3.45K - $41.9K
|
2.54K
$124K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
92+ 12.35% |
$2.48K - $30.1K
|
837
$40.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
85+ 0.58% |
$2.29K - $27.8K
|
14.6K
$715K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
75New |
$2.02K - $24.5K
|
75
$3.66K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
60+ 150.0% |
$1.62K - $19.6K
|
100
$4.88K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
56+ 0.37% |
$1.51K - $18.3K
|
15.3K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
55+ 0.36% |
$1.48K - $18K
|
15.1K
$739K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
52+ 5.02% |
$1.4K - $17K
|
1.09K
$53.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
51+ 0.7% |
$1.37K - $16.7K
|
7.37K
$360K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50+ 6.81% |
$1.35K - $16.4K
|
784
$38.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
45New |
$1.21K - $14.7K
|
45
$2.2K
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
43+ 1.18% |
$1.16K - $14.1K
|
3.7K
$181K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
40+ 0.89% |
$1.08K - $13.1K
|
4.52K
$221K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
38+ 0.6% |
$1.02K - $12.4K
|
6.4K
$313K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
36+ 4.27% |
$969 - $11.8K
|
880
$43K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 2.87% |
$754 - $9.16K
|
1.01K
$49.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24+ 2.32% |
$646 - $7.85K
|
1.06K
$51.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
23New |
$619 - $7.52K
|
23
$1.12K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20+ 12.58% |
$538 - $6.54K
|
179
$8.74K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
14New |
$377 - $4.58K
|
14
$684
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
12New |
$323 - $3.93K
|
12
$586
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$188 - $2.29K
|
7.58K
$370K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6+ 0.63% |
$162 - $1.96K
|
955
$46.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5+ 0.38% |
$135 - $1.64K
|
1.33K
$65K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3New |
$80.8 - $981
|
3
$146
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.1% |
$53.8 - $654
|
1.95K
$95.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$26.9 - $327
|
896
$43.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1+ 0.11% |
$26.9 - $327
|
942
$46K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1+ 0.13% |
$26.9 - $327
|
776
$37.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5- 0.17% |
$135 - $1.64K
|
3.02K
$147K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7- 6.54% |
$188 - $2.29K
|
100
$4.88K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8- 0.85% |
$215 - $2.62K
|
934
$45.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-17- 23.94% |
$458 - $5.56K
|
54
$2.64K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-19- 0.31% |
$511 - $6.22K
|
6.21K
$303K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28- 1.96% |
$754 - $9.16K
|
1.4K
$68.4K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28- 1.7% |
$754 - $9.16K
|
1.62K
$79K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31- 0.01% |
$835 - $10.1K
|
287K
$14M
|