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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.7K+ 5.43% |
$87.8K - $98.2K
|
32.9K
$1.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.56K+ 3.53% |
$80.8K - $90.3K
|
45.7K
$2.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.45K+ 116.59% |
$75K - $83.8K
|
2.69K
$154K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.43K+ 7.87% |
$74.2K - $83K
|
19.6K
$1.12M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1.4K+ 19.68% |
$72.2K - $80.8K
|
8.48K
$485K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.38KNew |
$71.2K - $79.7K
|
1.38K
$78.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.34K+ 6.47% |
$69.4K - $77.6K
|
22K
$1.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.29K+ 4.02% |
$66.6K - $74.5K
|
33.3K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.14K+ 27.68% |
$59.2K - $66.2K
|
5.27K
$302K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1K+ 16.68% |
$51.8K - $57.9K
|
7K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
980+ 2.06% |
$50.7K - $56.7K
|
48.5K
$2.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
940+ 20.87% |
$48.7K - $54.4K
|
5.44K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
876+ 6.4% |
$45.4K - $50.7K
|
14.6K
$833K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
816+ 11.28% |
$42.3K - $47.2K
|
8.05K
$461K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
797+ 11.43% |
$41.3K - $46.1K
|
7.77K
$445K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
703+ 6.08% |
$36.4K - $40.7K
|
12.3K
$701K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
676+ 10.93% |
$35K - $39.1K
|
6.86K
$392K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
676+ 193.14% |
$35K - $39.1K
|
1.03K
$58.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
594+ 0.26% |
$30.8K - $34.4K
|
231K
$13.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
592+ 1.77% |
$30.7K - $34.3K
|
34.1K
$1.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
550+ 45.08% |
$28.5K - $31.8K
|
1.77K
$101K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
511+ 4.78% |
$26.5K - $29.6K
|
11.2K
$641K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
506+ 2.27% |
$26.2K - $29.3K
|
22.8K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
463+ 1.39% |
$24K - $26.8K
|
33.7K
$1.93M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
461+ 0.34% |
$23.9K - $26.7K
|
137K
$7.86M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
456+ 90.48% |
$23.6K - $26.4K
|
960
$54.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
375+ 11.52% |
$19.4K - $21.7K
|
3.63K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
349+ 4.07% |
$18.1K - $20.2K
|
8.91K
$510K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
320+ 0.35% |
$16.6K - $18.5K
|
90.6K
$5.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
300+ 0.89% |
$15.5K - $17.4K
|
34.2K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
295+ 3.08% |
$15.3K - $17.1K
|
9.86K
$564K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
240+ 6.09% |
$12.4K - $13.9K
|
4.18K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
239+ 4.95% |
$12.4K - $13.8K
|
5.07K
$290K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
238+ 0.76% |
$12.3K - $13.8K
|
31.4K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
233+ 3.82% |
$12.1K - $13.5K
|
6.34K
$363K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
215+ 1.32% |
$11.1K - $12.4K
|
16.5K
$943K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
118New |
$6.11K - $6.83K
|
118
$6.75K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
104+ 0.69% |
$5.39K - $6.02K
|
15.2K
$870K
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
100+ 1.39% |
$5.18K - $5.79K
|
7.3K
$418K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
90+ 0.8% |
$4.66K - $5.21K
|
11.3K
$649K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
88+ 13.27% |
$4.56K - $5.09K
|
751
$43K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
54+ 23.79% |
$2.8K - $3.13K
|
281
$16.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
49+ 0.27% |
$2.54K - $2.84K
|
18K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
46+ 3.82% |
$2.38K - $2.66K
|
1.25K
$71.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20New |
$1.04K - $1.16K
|
20
$1.14K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16+ 0.13% |
$828 - $926
|
12.6K
$723K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12+ 0.1% |
$621 - $695
|
11.7K
$667K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
12+ 0.16% |
$621 - $695
|
7.57K
$433K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10+ 0.05% |
$518 - $579
|
20.6K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.12% |
$518 - $579
|
8.23K
$471K
|