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
$57.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
364K+ 272.15% |
$18.8M - $21M
|
497K
$29.5M
|
|
|
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
$32.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
218K+ 116.46% |
$11.3M - $12.6M
|
404K
$24M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
216K+ 116.53% |
$11.2M - $12.5M
|
402K
$23.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
204K+ 138.78% |
$10.6M - $11.8M
|
351K
$20.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
196K+ 11.1% |
$10.2M - $11.4M
|
1.96M
$116M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
194K+ 387.79% |
$10M - $11.2M
|
244K
$14.4M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
177K+ 117.43% |
$9.14M - $10.2M
|
327K
$19.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
145K+ 92.26% |
$7.51M - $8.4M
|
302K
$17.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
111K+ 115.4% |
$5.74M - $6.41M
|
207K
$12.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
97.3K+ 59.05% |
$5.04M - $5.63M
|
262K
$15.5M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
95.7K+ 143.75% |
$4.95M - $5.54M
|
162K
$9.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.5K+ 19.87% |
$4.89M - $5.47M
|
570K
$33.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
84.1K+ 125.43% |
$4.36M - $4.87M
|
151K
$8.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
82.4K+ 57.44% |
$4.27M - $4.77M
|
226K
$13.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
74.3K+ 58.74% |
$3.85M - $4.3M
|
201K
$11.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
71K+ 80.56% |
$3.68M - $4.11M
|
159K
$9.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
64.9KNew |
$3.36M - $3.76M
|
64.9K
$3.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
59.1K+ 2.2% |
$3.06M - $3.42M
|
2.74M
$163M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
54.9K+ 45.97% |
$2.84M - $3.18M
|
174K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
54.7K+ 50.96% |
$2.83M - $3.17M
|
162K
$9.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
45.6K+ 13.77% |
$2.36M - $2.64M
|
377K
$22.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
45.4K+ 78.15% |
$2.35M - $2.63M
|
103K
$6.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
38.1K+ 68.39% |
$1.97M - $2.21M
|
93.9K
$5.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
36.3K+ 101.25% |
$1.88M - $2.1M
|
72.2K
$4.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
31.3K+ 116.96% |
$1.62M - $1.81M
|
58K
$3.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
29.1K+ 3.94% |
$1.5M - $1.68M
|
768K
$45.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.2K+ 111.68% |
$1.46M - $1.63M
|
53.5K
$3.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26.7K+ 114.62% |
$1.38M - $1.54M
|
49.9K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
23.2K+ 64.02% |
$1.2M - $1.34M
|
59.4K
$3.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23KNew |
$1.19M - $1.33M
|
23K
$1.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21.5K+ 125.17% |
$1.11M - $1.25M
|
38.7K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20.5K+ 108.05% |
$1.06M - $1.19M
|
39.6K
$2.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 7.92% |
$1.05M - $1.17M
|
276K
$16.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20K+ 1.5% |
$1.03M - $1.16M
|
1.35M
$80.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
17.9K+ 91.38% |
$927K - $1.04M
|
37.5K
$2.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.4K+ 117.43% |
$898K - $1M
|
32.1K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.6K+ 13.56% |
$859K - $960K
|
139K
$8.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.4K+ 10.99% |
$800K - $894K
|
156K
$9.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
15.1K+ 98.87% |
$782K - $874K
|
30.4K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15.1KNew |
$782K - $874K
|
15.1K
$895K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.1K+ 284.44% |
$780K - $872K
|
20.4K
$1.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.8K+ 76.3% |
$715K - $799K
|
31.9K
$1.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13K+ 202.0% |
$673K - $753K
|
19.4K
$1.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
13K+ 54.69% |
$673K - $752K
|
36.7K
$2.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.4K+ 16.89% |
$642K - $718K
|
85.9K
$5.09M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
12.1K+ 22.15% |
$628K - $702K
|
66.9K
$3.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.6K+ 92.49% |
$600K - $671K
|
24.1K
$1.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.8K+ 65.85% |
$558K - $623K
|
27.1K
$1.61M
|