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 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.14% |
$362 - $405
|
5K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.16% |
$311 - $347
|
3.85K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4+ 0.03% |
$207 - $232
|
12.4K
$712K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.1% |
$51.8 - $57.9
|
983
$56.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.17% |
$51.8 - $57.9
|
604
$34.6K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$51.8 - $57.9
|
13.5K
$770K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 4.58% |
$311 - $347
|
125
$7.15K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 2.36% |
$466 - $521
|
372
$21.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-11- 15.71% |
$570 - $637
|
59
$3.38K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-39- 5.31% |
$2.02K - $2.26K
|
696
$39.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-46- 0.73% |
$2.38K - $2.66K
|
6.29K
$360K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-69- 0.11% |
$3.57K - $3.99K
|
61.6K
$3.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-218- 4.56% |
$11.3K - $12.6K
|
4.57K
$261K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-260- 1.37% |
$13.5K - $15.1K
|
18.7K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-338Closed |
$17.5K - $19.6K
|
0
$0
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-411- 1.12% |
$21.3K - $23.8K
|
36.3K
$2.08M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-422- 6.81% |
$21.9K - $24.4K
|
5.78K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-446- 0.26% |
$23.1K - $25.8K
|
171K
$9.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-568- 58.38% |
$29.4K - $32.9K
|
405
$23.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-650- 43.68% |
$33.7K - $37.6K
|
838
$48K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-685- 2.54% |
$35.5K - $39.7K
|
26.3K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-699- 2.97% |
$36.2K - $40.5K
|
22.9K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-736- 98.13% |
$38.1K - $42.6K
|
14
$801
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-752- 8.91% |
$38.9K - $43.5K
|
7.69K
$440K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-759- 3.59% |
$39.3K - $43.9K
|
20.4K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-863- 13.69% |
$44.7K - $50K
|
5.44K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-951- 4.66% |
$49.2K - $55.1K
|
19.4K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-1.06K- 17.39% |
$54.6K - $61.1K
|
5.01K
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.11K- 4.37% |
$57.6K - $64.4K
|
24.3K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 2.94% |
$58.7K - $65.6K
|
37.4K
$2.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.25K- 14.15% |
$64.7K - $72.3K
|
7.58K
$433K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.3K- 2.21% |
$67.1K - $75K
|
57.3K
$3.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.53K- 11.98% |
$79.4K - $88.8K
|
11.3K
$645K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.56K- 6.78% |
$80.6K - $90.1K
|
21.4K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-1.56K- 7.99% |
$80.9K - $90.4K
|
18K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.56K- 23.16% |
$80.9K - $90.4K
|
5.18K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.7K- 14.91% |
$88K - $98.4K
|
9.7K
$555K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.1K- 30.15% |
$109K - $122K
|
4.87K
$278K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.15K- 4.92% |
$112K - $125K
|
41.6K
$2.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-2.59K- 4.35% |
$134K - $150K
|
56.9K
$3.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.62K- 8.85% |
$136K - $152K
|
27K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.17K- 5.77% |
$164K - $183K
|
51.7K
$2.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.04K- 1.35% |
$209K - $234K
|
295K
$16.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.58K- 4.64% |
$237K - $265K
|
94.1K
$5.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.8K- 0.44% |
$248K - $278K
|
1.08M
$61.8M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.11K- 53.09% |
$265K - $296K
|
4.52K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-5.75K- 34.32% |
$298K - $333K
|
11K
$630K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.08K- 39.65% |
$366K - $410K
|
10.8K
$616K
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-8.28K- 1.72% |
$429K - $479K
|
472K
$27M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-11.2K- 51.21% |
$578K - $646K
|
10.6K
$608K
|