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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.7KNew |
$347K - $388K
|
6.7K
$384K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.7KNew |
$347K - $388K
|
6.7K
$383K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.57K+ 53.81% |
$340K - $380K
|
18.8K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.53K+ 4.85% |
$338K - $378K
|
141K
$8.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.43K+ 31.52% |
$333K - $372K
|
26.8K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.4K+ 62.26% |
$331K - $370K
|
16.7K
$954K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6.19KNew |
$321K - $358K
|
6.19K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
6.02K+ 9.63% |
$312K - $349K
|
68.6K
$3.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.99K+ 8.77% |
$310K - $347K
|
74.3K
$4.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.64K+ 61.01% |
$292K - $326K
|
14.9K
$851K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.43K+ 127.62% |
$281K - $315K
|
9.69K
$555K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.32KNew |
$275K - $308K
|
5.32K
$304K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$275K - $308K
|
5.32K
$304K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.97K+ 5.1% |
$257K - $288K
|
102K
$5.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.96K+ 6.17% |
$257K - $287K
|
85.3K
$4.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.54KNew |
$235K - $263K
|
4.54K
$260K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.49K+ 5.85% |
$232K - $260K
|
81.2K
$4.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 55.4% |
$232K - $260K
|
12.6K
$720K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
4.28K+ 40.09% |
$221K - $248K
|
14.9K
$855K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.13K+ 53.93% |
$214K - $239K
|
11.8K
$674K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
4.08KNew |
$211K - $236K
|
4.08K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.04K+ 94.46% |
$209K - $234K
|
8.32K
$476K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
BUY
|
- |
4KNew |
$207K - $232K
|
4K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.89K+ 17.77% |
$202K - $225K
|
25.8K
$1.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
3.83KNew |
$198K - $221K
|
3.83K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.71KNew |
$192K - $215K
|
3.71K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.64KNew |
$188K - $211K
|
3.64K
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
3.64KNew |
$188K - $211K
|
3.64K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.57KNew |
$185K - $206K
|
3.57K
$204K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.4K+ 4.76% |
$176K - $197K
|
74.8K
$4.28M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.35K+ 6.52% |
$174K - $194K
|
54.8K
$3.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
3.18K+ 7.0% |
$164K - $184K
|
48.5K
$2.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.75K+ 3.38% |
$142K - $159K
|
83.9K
$4.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.68K+ 10.2% |
$139K - $155K
|
29K
$1.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.63K+ 15.02% |
$136K - $152K
|
20.1K
$1.15M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.56K+ 1.84% |
$133K - $148K
|
142K
$8.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
2.3K+ 21.57% |
$119K - $133K
|
13K
$742K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.25K+ 4.84% |
$116K - $130K
|
48.7K
$2.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.15K+ 5.89% |
$111K - $124K
|
38.6K
$2.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.13K+ 1.03% |
$110K - $123K
|
210K
$12M
|