Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
122K+ 1464.14% |
$5.17M - $5.83M
|
130K
$6.25M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
38.3K+ 130.43% |
$1.63M - $1.84M
|
67.7K
$3.26M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36.6K+ 652.45% |
$1.56M - $1.75M
|
42.2K
$2.03M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
31.7K+ 23.65% |
$1.35M - $1.52M
|
166K
$7.98M
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
17.6K+ 27.56% |
$750K - $846K
|
81.6K
$3.93M
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
14.1K+ 17.4% |
$600K - $677K
|
95.2K
$4.58M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.9K+ 16.39% |
$549K - $619K
|
91.7K
$4.41M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.87KNew |
$377K - $426K
|
8.87K
$427K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.86K+ 2.46% |
$292K - $329K
|
286K
$13.8M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.74KNew |
$287K - $323K
|
6.74K
$325K
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.39KNew |
$229K - $259K
|
5.39K
$260K
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.17K+ 103.34% |
$220K - $248K
|
10.2K
$490K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
5.12KNew |
$218K - $246K
|
5.12K
$247K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.7KNew |
$200K - $225K
|
4.7K
$226K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.22KNew |
$180K - $203K
|
4.22K
$203K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4.05K+ 97.83% |
$172K - $194K
|
8.19K
$394K
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
3.9K+ 2.51% |
$166K - $187K
|
159K
$7.66M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.74K+ 1.09% |
$117K - $131K
|
255K
$12.3M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.46K+ 5.51% |
$105K - $118K
|
47K
$2.26M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.29K+ 5.89% |
$97.2K - $110K
|
41.1K
$1.98M
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.94K+ 12.45% |
$82.4K - $93K
|
17.5K
$843K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.77K+ 5.5% |
$75.1K - $84.7K
|
33.9K
$1.63M
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.43K+ 24.2% |
$60.9K - $68.6K
|
7.35K
$354K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 9.7% |
$59K - $66.6K
|
15.7K
$756K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
953+ 0.18% |
$40.5K - $45.7K
|
545K
$26.2M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
750+ 8.26% |
$31.9K - $36K
|
9.83K
$473K
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
708+ 7.25% |
$30.1K - $34K
|
10.5K
$504K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
689+ 0.76% |
$29.3K - $33.1K
|
91.3K
$4.39M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
565+ 11.37% |
$24K - $27.1K
|
5.54K
$267K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
436+ 1.35% |
$18.5K - $20.9K
|
32.8K
$1.58M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
381New |
$16.2K - $18.3K
|
381
$18.3K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
377+ 2.66% |
$16K - $18.1K
|
14.6K
$702K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
335+ 4.44% |
$14.3K - $16.1K
|
7.89K
$380K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
260+ 10.7% |
$11.1K - $12.5K
|
2.69K
$130K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
234+ 0.22% |
$9.95K - $11.2K
|
104K
$5.02M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$7.23K - $8.15K
|
170
$8.19K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 1.4% |
$5.1K - $5.76K
|
8.69K
$418K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
55+ 0.95% |
$2.34K - $2.64K
|
5.84K
$281K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 0.05% |
$1.15K - $1.3K
|
53.6K
$2.58M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25New |
$1.06K - $1.2K
|
25
$1.2K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 0.22% |
$766 - $863
|
8.16K
$393K
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
11+ 0.06% |
$468 - $528
|
17K
$820K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.14% |
$42.5 - $48
|
691
$33.3K
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-15- 0.09% |
$638 - $720
|
17.5K
$843K
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-180- 1.74% |
$7.66K - $8.63K
|
10.2K
$491K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-274- 3.63% |
$11.7K - $13.1K
|
7.27K
$350K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-323- 1.68% |
$13.7K - $15.5K
|
18.9K
$911K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-437- 17.87% |
$18.6K - $21K
|
2.01K
$96.7K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-505- 91.82% |
$21.5K - $24.2K
|
45
$2.17K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-805- 2.78% |
$34.2K - $38.6K
|
28.2K
$1.36M
|