Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q3 2025. 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 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
438K+ 82.9% |
$22.7M - $25.3M
|
966K
$55.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
364K+ 272.15% |
$18.8M - $21M
|
497K
$28.4M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
290K+ 114.76% |
$15M - $16.8M
|
544K
$31.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
218K+ 116.46% |
$11.3M - $12.6M
|
404K
$23.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
204K+ 138.78% |
$10.6M - $11.8M
|
351K
$20.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
194K+ 387.79% |
$10M - $11.2M
|
244K
$13.9M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
177K+ 117.43% |
$9.14M - $10.2M
|
327K
$18.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
145K+ 92.26% |
$7.51M - $8.4M
|
302K
$17.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
97.3K+ 59.05% |
$5.04M - $5.63M
|
262K
$15M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
95.7K+ 143.75% |
$4.95M - $5.54M
|
162K
$9.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
84.1K+ 125.43% |
$4.36M - $4.87M
|
151K
$8.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
82.4K+ 57.44% |
$4.27M - $4.77M
|
226K
$12.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
71K+ 80.56% |
$3.68M - $4.11M
|
159K
$9.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
59.1K+ 2.2% |
$3.06M - $3.42M
|
2.74M
$157M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
54.9K+ 45.97% |
$2.84M - $3.18M
|
174K
$9.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
54.7K+ 50.96% |
$2.83M - $3.17M
|
162K
$9.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
45.6K+ 13.77% |
$2.36M - $2.64M
|
377K
$21.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
45.4K+ 78.15% |
$2.35M - $2.63M
|
103K
$5.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
36.3K+ 101.25% |
$1.88M - $2.1M
|
72.2K
$4.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
31.3K+ 116.96% |
$1.62M - $1.81M
|
58K
$3.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
29.1K+ 3.94% |
$1.5M - $1.68M
|
768K
$43.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.2K+ 111.68% |
$1.46M - $1.63M
|
53.5K
$3.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26.7K+ 114.62% |
$1.38M - $1.54M
|
49.9K
$2.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
23.2K+ 64.02% |
$1.2M - $1.34M
|
59.4K
$3.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23KNew |
$1.19M - $1.33M
|
23K
$1.32M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21.5K+ 125.17% |
$1.11M - $1.25M
|
38.7K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20.5K+ 108.05% |
$1.06M - $1.19M
|
39.6K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 7.92% |
$1.05M - $1.17M
|
276K
$15.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
17.9K+ 91.38% |
$927K - $1.04M
|
37.5K
$2.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.4K+ 117.43% |
$898K - $1M
|
32.1K
$1.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.4K+ 10.99% |
$800K - $894K
|
156K
$8.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
15.1K+ 98.87% |
$782K - $874K
|
30.4K
$1.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15.1KNew |
$782K - $874K
|
15.1K
$864K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.1K+ 284.44% |
$780K - $872K
|
20.4K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13K+ 202.0% |
$673K - $753K
|
19.4K
$1.11M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
13K+ 54.69% |
$673K - $752K
|
36.7K
$2.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.4K+ 16.89% |
$642K - $718K
|
85.9K
$4.91M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
12.1K+ 22.15% |
$628K - $702K
|
66.9K
$3.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.6K+ 92.49% |
$600K - $671K
|
24.1K
$1.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.8K+ 65.85% |
$558K - $623K
|
27.1K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.5K+ 106.16% |
$542K - $606K
|
20.3K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.55KNew |
$494K - $553K
|
9.55K
$546K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
9.27KNew |
$480K - $537K
|
9.27K
$531K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9.06KNew |
$469K - $524K
|
9.06K
$518K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 97.54% |
$449K - $502K
|
17.6K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
8.58K+ 40.4% |
$444K - $497K
|
29.8K
$1.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7.94KNew |
$411K - $460K
|
7.94K
$454K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.6KNew |
$394K - $440K
|
7.6K
$435K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
7.07K+ 13.62% |
$366K - $410K
|
59K
$3.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.94K+ 68.28% |
$359K - $402K
|
17.1K
$978K
|