Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (XLG)

XLG Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q4 2022. 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
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
287
+ 9.88%
$7.65K - $85.5K
3.19K $162K
Aug 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
287
+ 5.34%
$7.65K - $85.5K
5.67K $287K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
282
New
$7.52K - $84K
282 $14.3K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
268
+ 32.02%
$7.14K - $79.9K
1.11K $55.9K
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
210
New
$5.6K - $62.6K
210 $10.6K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
207
+ 15.58%
$5.52K - $61.7K
1.54K $77.7K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
196
+ 12.12%
$5.23K - $58.4K
1.81K $91.7K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
137
+ 13.63%
$3.65K - $40.8K
1.14K $57.8K
Feb 14, 2023 Q4 2022
Apexium Financial, LP

BUY
 -
125
+ 0.23%
$3.33K - $37.3K
53.5K $2.71M
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
116
+ 8.76%
$3.09K - $34.6K
1.44K $72.9K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
94
+ 15.93%
$2.51K - $28K
684 $34.6K
Feb 14, 2023 Q4 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
93
+ 11.25%
$2.48K - $27.7K
920 $46.6K
Feb 14, 2023 Q4 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
92
+ 0.45%
$2.45K - $27.4K
20.7K $1.05M
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
80
+ 84.21%
$2.13K - $23.8K
175 $8.86K
Feb 08, 2023 Q4 2022
Carson Advisory Inc.

BUY
 -
78
+ 8.86%
$2.08K - $23.2K
958 $48.5K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
71
New
$1.89K - $21.2K
71 $3.59K
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
71
+ 2.73%
$1.89K - $21.2K
2.67K $135K
Feb 03, 2023 Q4 2022
Ieq Capital, LLC

BUY
 -
67
+ 8.98%
$1.79K - $20K
813 $41.1K
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

BUY
 -
63
+ 3.81%
$1.68K - $18.8K
1.72K $86.8K
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
56
+ 400.0%
$1.49K - $16.7K
70 $3.54K
Feb 10, 2023 Q4 2022
Fortune 45 LLC

BUY
 -
44
+ 3.94%
$1.17K - $13.1K
1.16K $58.7K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
25
+ 2.38%
$667 - $7.45K
1.08K $54.4K
Feb 14, 2023 Q4 2022
F3 Logic, LLC

BUY
 -
17
+ 2.01%
$453 - $5.07K
862 $43.6K
Jan 13, 2023 Q4 2022
Aurora Private Wealth, Inc.

BUY
 -
16
+ 0.25%
$427 - $4.77K
6.42K $325K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
4
+ 4.44%
$107 - $1.19K
94 $4.76K
Dec 18, 2023 Q4 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
3
New
$80 - $894
3 $152
Jan 20, 2023 Q4 2022
Transcend Capital Advisors, LLC

BUY
 -
3
+ 0.04%
$80 - $894
7.58K $384K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2
+ 0.38%
$53.3 - $596
533 $27K
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
2
+ 0.11%
$53.3 - $596
1.77K $89.4K
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

BUY
 -
2
+ 0.13%
$53.3 - $596
1.55K $78.4K
Jan 27, 2023 Q4 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1
+ 0.1%
$26.7 - $298
967 $48.9K
Jan 20, 2023 Q4 2022
Meridian Financial Partners LLC

BUY
 -
1
+ 0.11%
$26.7 - $298
907 $45.9K
Feb 13, 2023 Q4 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
1
+ 0.13%
$26.7 - $298
777 $39.3K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

SELL
 -
-4
- 0.15%
$107 - $1.19K
2.61K $132K
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-8
- 0.22%
$213 - $2.38K
3.66K $185K
Jan 31, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-10
- 0.14%
$267 - $2.98K
7.07K $358K
Jan 13, 2023 Q4 2022
Allworth Financial LP

SELL
 -
-20
- 2.46%
$533 - $5.96K
793 $40.1K
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-22
- 1.19%
$587 - $6.56K
1.83K $92.5K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

SELL
 -
-22
- 1.36%
$587 - $6.56K
1.6K $80.9K
Feb 14, 2023 Q4 2022
Nvwm, LLC

SELL
 -
-23
- 65.71%
$613 - $6.85K
12 $607
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-25
- 1.0%
$667 - $7.45K
2.48K $126K
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-30
- 1.0%
$800 - $8.94K
2.99K $151K
Feb 14, 2023 Q4 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-30
- 1.98%
$800 - $8.94K
1.49K $75.1K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-33
- 1.69%
$880 - $9.83K
1.92K $97.2K
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
SELL
 -
-34
- 0.75%
$906 - $10.1K
4.49K $227K
Jan 23, 2023 Q4 2022
Benedetti & Gucer, Inc.

SELL
 -
-49
- 5.25%
$1.31K - $14.6K
885 $44.8K
Feb 03, 2023 Q4 2022
Archer Investment Corp

SELL
 -
-52
- 33.55%
$1.39K - $15.5K
103 $5.21K
Feb 14, 2023 Q4 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
SELL
 -
-60
- 3.55%
$1.6K - $17.9K
1.63K $82.5K

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