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 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.21KNew |
$307K - $346K
|
7.21K
$354K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.89K+ 17.55% |
$293K - $331K
|
46.2K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.86KNew |
$292K - $329K
|
6.86K
$337K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.86K+ 2.46% |
$292K - $329K
|
286K
$14M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.74KNew |
$287K - $323K
|
6.74K
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.17KNew |
$262K - $296K
|
6.17K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.13KNew |
$261K - $294K
|
6.13K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.04K+ 105.13% |
$257K - $290K
|
11.8K
$579K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.77KNew |
$245K - $277K
|
5.77K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.7K+ 2.6% |
$243K - $273K
|
225K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.39KNew |
$229K - $259K
|
5.39K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.17K+ 103.34% |
$220K - $248K
|
10.2K
$499K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
5.12KNew |
$218K - $246K
|
5.12K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5.09KNew |
$216K - $244K
|
5.09K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5KNew |
$213K - $240K
|
5K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.9K+ 222.73% |
$208K - $235K
|
7.1K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.82KNew |
$205K - $231K
|
4.82K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.77K+ 23.49% |
$203K - $229K
|
25K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.7KNew |
$200K - $225K
|
4.7K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.44K+ 22.78% |
$189K - $213K
|
23.9K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.43K+ 10.32% |
$188K - $212K
|
47.3K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.3KNew |
$183K - $206K
|
4.3K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.29KNew |
$182K - $206K
|
4.29K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.22KNew |
$180K - $203K
|
4.22K
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4.05K+ 97.83% |
$172K - $194K
|
8.19K
$402K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3.94K+ 36.53% |
$167K - $189K
|
14.7K
$722K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
3.9K+ 2.51% |
$166K - $187K
|
159K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.38K+ 4.0% |
$144K - $162K
|
87.9K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.23K+ 12.17% |
$137K - $155K
|
29.8K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.1KNew |
$132K - $149K
|
3.1K
$152K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.03K+ 5.1% |
$129K - $145K
|
62.6K
$3.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.93K+ 20.58% |
$125K - $141K
|
17.2K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.88K+ 14.14% |
$123K - $138K
|
23.3K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.78K+ 5.08% |
$118K - $133K
|
57.5K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.75KNew |
$117K - $132K
|
2.75K
$135K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.74K+ 1.09% |
$117K - $131K
|
255K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.52K+ 11.11% |
$107K - $121K
|
25.2K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.46K+ 5.51% |
$105K - $118K
|
47K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.39K+ 15.23% |
$102K - $115K
|
18.1K
$887K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.37K+ 4.13% |
$101K - $114K
|
59.7K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.3KNew |
$97.8K - $110K
|
2.3K
$113K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.29K+ 5.89% |
$97.2K - $110K
|
41.1K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.26K+ 2175.0% |
$96.2K - $109K
|
2.37K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.14K+ 23.26% |
$91K - $103K
|
11.3K
$557K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.94K+ 12.45% |
$82.4K - $93K
|
17.5K
$859K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.77K+ 5.5% |
$75.1K - $84.7K
|
33.9K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.76K+ 5.28% |
$74.9K - $84.4K
|
35.1K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.68K+ 8.81% |
$71.3K - $80.3K
|
20.7K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 18.45% |
$65.9K - $74.4K
|
9.95K
$488K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.52K+ 3.86% |
$64.7K - $72.9K
|
40.9K
$2.01M
|