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
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-274- 3.63% |
$11.7K - $13.1K
|
7.27K
$361K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-323- 1.68% |
$13.7K - $15.5K
|
18.9K
$939K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-333- 5.32% |
$14.2K - $16K
|
5.93K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-350- 1.46% |
$14.9K - $16.8K
|
23.7K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-373- 1.17% |
$15.9K - $17.9K
|
31.6K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-413- 4.86% |
$17.6K - $19.8K
|
8.09K
$401K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-437- 17.87% |
$18.6K - $21K
|
2.01K
$99.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-447- 95.51% |
$19K - $21.4K
|
21
$1.04K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-500- 6.8% |
$21.3K - $24K
|
6.85K
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-505- 91.82% |
$21.5K - $24.2K
|
45
$2.23K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-506- 1.53% |
$21.5K - $24.3K
|
32.6K
$1.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-521- 2.06% |
$22.2K - $25K
|
24.8K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-534- 41.78% |
$22.7K - $25.6K
|
744
$36.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-651- 9.74% |
$27.7K - $31.2K
|
6.04K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-712- 1.46% |
$30.3K - $34.2K
|
48.2K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-784- 4.05% |
$33.4K - $37.6K
|
18.6K
$921K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-797- 4.98% |
$33.9K - $38.2K
|
15.2K
$754K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-805- 2.78% |
$34.2K - $38.6K
|
28.2K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-902- 6.27% |
$38.4K - $43.3K
|
13.5K
$669K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-971- 2.7% |
$41.3K - $46.6K
|
35K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.02K- 13.4% |
$43.3K - $48.8K
|
6.58K
$326K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.03K- 1.3% |
$43.7K - $49.3K
|
77.9K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.08K- 92.13% |
$45.8K - $51.7K
|
92
$4.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.15K- 0.59% |
$48.8K - $55K
|
192K
$9.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.24K- 18.12% |
$52.9K - $59.6K
|
5.62K
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.25K- 16.51% |
$53.2K - $60K
|
6.32K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.28K- 3.06% |
$54.6K - $61.6K
|
40.7K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.33K- 11.24% |
$56.6K - $63.8K
|
10.5K
$521K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.34K- 15.53% |
$57.1K - $64.4K
|
7.31K
$362K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.36K- 15.3% |
$57.7K - $65.1K
|
7.51K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.4K- 13.77% |
$59.5K - $67.1K
|
8.76K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.43K- 4.66% |
$60.7K - $68.5K
|
29.2K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 1.76% |
$62.8K - $70.9K
|
82.5K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.52K- 4.72% |
$64.8K - $73.1K
|
30.8K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.56K- 1.25% |
$66.1K - $74.6K
|
122K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.66K- 1.65% |
$70.5K - $79.5K
|
98.6K
$4.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.86K- 17.79% |
$79.1K - $89.2K
|
8.6K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.27K- 3.18% |
$96.7K - $109K
|
69.3K
$3.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.64K- 7.55% |
$112K - $126K
|
32.3K
$1.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.94K- 13.14% |
$125K - $141K
|
19.5K
$965K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-2.98K- 9.02% |
$127K - $143K
|
30.1K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.07K- 35.52% |
$131K - $147K
|
5.58K
$277K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 2.1% |
$132K - $149K
|
144K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.1K- 6.79% |
$132K - $149K
|
42.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.29K- 0.33% |
$140K - $158K
|
979K
$48.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-3.65K- 34.05% |
$155K - $175K
|
7.07K
$351K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-4.24K- 13.45% |
$180K - $203K
|
27.3K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.3K- 5.41% |
$183K - $206K
|
75.1K
$3.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-5.16K- 49.15% |
$220K - $248K
|
5.34K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.36K- 3.12% |
$228K - $257K
|
167K
$8.27M
|