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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.54K- 27.0% |
$121K - $1.35M
|
12.3K
$622K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.1K- 59.98% |
$136K - $1.52M
|
3.4K
$172K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.24K- 2.19% |
$140K - $1.56M
|
235K
$11.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.52K- 31.75% |
$147K - $1.64M
|
11.9K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-8.04K- 62.52% |
$214K - $2.4M
|
4.82K
$244K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8.04K- 8.45% |
$214K - $2.4M
|
87.1K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.3K- 76.09% |
$301K - $3.36M
|
3.55K
$179K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.6K- 92.03% |
$335K - $3.74M
|
1.09K
$55.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.1K- 25.12% |
$375K - $4.2M
|
42K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 30.49% |
$402K - $4.49M
|
34.3K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.7K- 8.46% |
$499K - $5.58M
|
203K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-81.2K- 33.0% |
$2.16M - $24.2M
|
165K
$8.34M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-289K- 99.85% |
$7.71M - $86.2M
|
435
$22K
|