Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (XLG)
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 |
---|---|---|---|---|---|---|---|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-60- 2.23% |
$1.6K - $17.9K
|
2.63K
$133K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-60- 6.78% |
$1.6K - $17.9K
|
825
$41.7K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-70- 5.93% |
$1.87K - $20.9K
|
1.11K
$56.2K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-71- 2.72% |
$1.89K - $21.2K
|
2.54K
$128K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76- 23.1% |
$2.03K - $22.6K
|
253
$12.8K
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-91- 4.66% |
$2.43K - $27.1K
|
1.86K
$94.3K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-100- 28.01% |
$2.67K - $29.8K
|
257
$13K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100- 1.61% |
$2.67K - $29.8K
|
6.11K
$309K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-102- 10.86% |
$2.72K - $30.4K
|
837
$42.4K
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-109- 11.41% |
$2.91K - $32.5K
|
846
$42.8K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-111- 2.69% |
$2.96K - $33.1K
|
4.01K
$203K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-135- 8.9% |
$3.6K - $40.2K
|
1.38K
$69.9K
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-139- 1.33% |
$3.71K - $41.4K
|
10.3K
$523K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-146- 7.4% |
$3.89K - $43.5K
|
1.83K
$92.5K
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-155- 11.64% |
$4.13K - $46.2K
|
1.18K
$59.6K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-183- 2.32% |
$4.88K - $54.5K
|
7.72K
$390K
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-199- 13.96% |
$5.31K - $59.3K
|
1.23K
$62K
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-236- 4.05% |
$6.29K - $70.3K
|
5.58K
$283K
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-245- 5.15% |
$6.53K - $73K
|
4.51K
$228K
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-251- 2.51% |
$6.69K - $74.8K
|
9.75K
$493K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-272- 1.31% |
$7.25K - $81.1K
|
20.5K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-332- 1.79% |
$8.85K - $98.9K
|
18.2K
$921K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-341- 24.34% |
$9.09K - $102K
|
1.06K
$53.6K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-366- 16.36% |
$9.76K - $109K
|
1.87K
$94.7K
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-414- 12.75% |
$11K - $123K
|
2.83K
$143K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-480- 3.98% |
$12.8K - $143K
|
11.6K
$587K
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-568- 15.36% |
$15.1K - $169K
|
3.13K
$158K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-585- 43.21% |
$15.6K - $174K
|
769
$38.9K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-650- 9.85% |
$17.3K - $194K
|
5.95K
$301K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-708- 4.62% |
$18.9K - $211K
|
14.6K
$740K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-787- 24.67% |
$21K - $235K
|
2.4K
$122K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-819- 5.95% |
$21.8K - $244K
|
13K
$655K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.18K- 31.9% |
$31.5K - $353K
|
2.53K
$128K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.21K- 4.93% |
$32.3K - $361K
|
23.4K
$1.18M
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.24K- 8.48% |
$33.1K - $370K
|
13.4K
$678K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.27K- 6.11% |
$33.9K - $379K
|
19.5K
$989K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.29K- 26.18% |
$34.5K - $385K
|
3.65K
$184K
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.44K- 25.55% |
$38.4K - $429K
|
4.2K
$212K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.61K- 85.34% |
$42.8K - $479K
|
276
$14K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.62K- 19.16% |
$43.2K - $483K
|
6.84K
$346K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.74K- 6.38% |
$46.4K - $519K
|
25.6K
$1.29M
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.15K- 16.12% |
$57.3K - $640K
|
11.2K
$566K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.2K- 8.32% |
$58.7K - $657K
|
24.3K
$1.23M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.26K- 32.84% |
$60.3K - $674K
|
4.63K
$234K
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.4K- 5.53% |
$64.1K - $716K
|
41.1K
$2.08M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.42K- 18.68% |
$64.6K - $722K
|
10.5K
$533K
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-2.63K- 17.39% |
$70.2K - $785K
|
12.5K
$633K
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.91K- 5.5% |
$77.6K - $867K
|
50K
$2.53M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.61K- 92.2% |
$96.2K - $1.07M
|
305
$15.4K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.45K- 81.14% |
$119K - $1.33M
|
1.03K
$52.3K
|