Purchases and Sales Made in Q4 2023 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 2023. 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 08, 2024 Q4 2023
Wmg Financial Advisors, LLC

BUY
 -
35.4K
+ 2184.87%
$1.16M - $1.34M
37K $1.81M
Feb 14, 2024 Q4 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
33.7K
+ 28.36%
$1.11M - $1.27M
152K $7.44M
Feb 05, 2024 Q4 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
32.6K
New
$1.07M - $1.24M
32.6K $1.59M
Feb 22, 2024 Q4 2023
Napa Wealth Management

Napa, CA
BUY
 -
30.5K
New
$1M - $1.15M
30.5K $1.49M
Feb 06, 2024 Q4 2023
Sapient Capital LLC

Indianapolis, IN
BUY
 -
30.5K
+ 60.02%
$1M - $1.15M
81.3K $3.97M
Feb 16, 2024 Q4 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
30.4K
+ 121.6%
$999K - $1.15M
55.4K $2.71M
Feb 13, 2024 Q4 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
30K
New
$987K - $1.14M
30K $1.47M
Feb 14, 2024 Q4 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
29K
New
$952K - $1.1M
29K $1.41M
Feb 13, 2024 Q4 2023
Fifth Third Securities, Inc.

BUY
 -
28.9K
New
$949K - $1.09M
28.9K $1.41M
Feb 13, 2024 Q4 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
27.4K
+ 15.41%
$902K - $1.04M
206K $10M
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
26.6K
+ 13.17%
$875K - $1.01M
229K $11.2M
Feb 12, 2024 Q4 2023
Fischer Investment Strategies, LLC

Westlake Village, CA
BUY
 -
26K
New
$853K - $982K
26K $1.27M
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
24.4K
+ 289.74%
$800K - $922K
32.8K $1.6M
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
24.1K
New
$793K - $912K
24.1K $1.18M
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
23.4K
+ 78.83%
$768K - $884K
53K $2.59M
Feb 05, 2024 Q4 2023
Transcend Capital Advisors, LLC

BUY
 -
21.6K
+ 28.51%
$711K - $819K
97.6K $4.76M
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
21.4K
New
$705K - $811K
21.4K $1.05M
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
21.2K
New
$697K - $802K
21.2K $1.03M
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
20.8K
+ 19.31%
$683K - $786K
128K $6.27M
Jan 19, 2024 Q4 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
18K
New
$591K - $680K
18K $877K
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

BUY
 -
17.2K
New
$566K - $652K
17.2K $841K
Jan 22, 2024 Q4 2023
Horizon Wealth Management, LLC

BUY
 -
17K
New
$557K - $642K
17K $828K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
15.8K
+ 48.98%
$520K - $599K
48.1K $2.35M
Feb 13, 2024 Q4 2023
Y Intercept (Hong Kong) LTD

BUY
 -
15.6K
New
$512K - $590K
15.6K $761K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
15.4K
+ 154.54%
$506K - $583K
25.4K $1.24M
Jan 16, 2024 Q4 2023
Fsc Wealth Advisors, LLC

BUY
 -
13.8K
New
$452K - $520K
13.8K $671K
Feb 14, 2024 Q4 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
13.3K
+ 900.0%
$438K - $504K
14.8K $723K
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
13.3K
New
$437K - $503K
13.3K $649K
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
12.7K
+ 14.54%
$419K - $482K
100K $4.9M
Jan 25, 2024 Q4 2023
Segment Wealth Management, LLC

BUY
 -
12.5K
+ 5.03%
$409K - $471K
260K $12.7M
Feb 14, 2024 Q4 2023
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
11.9K
New
$392K - $451K
11.9K $582K
Feb 07, 2024 Q4 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
10.9K
New
$358K - $413K
10.9K $532K
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
10.9K
New
$358K - $412K
10.9K $531K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
10.7K
New
$351K - $404K
10.7K $522K
Feb 09, 2024 Q4 2023
Hrt Financial LP

New York, NY
BUY
 -
10.5K
New
$344K - $396K
10.5K $511K
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
10.4K
New
$341K - $393K
10.4K $507K
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

BUY
 -
9.81K
+ 41.01%
$323K - $371K
33.7K $1.65M
Jan 23, 2024 Q4 2023
Kg&L Capital Management,Llc

BUY
 -
9.66K
New
$318K - $366K
9.66K $472K
Apr 30, 2024 Q4 2023
Embree Financial Group

Chicago, IL
BUY
 -
9.66K
New
$317K - $365K
9.66K $472K
Feb 12, 2024 Q4 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
9.1K
New
$299K - $344K
9.1K $444K
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
8.76K
New
$288K - $331K
8.76K $428K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
7.72K
+ 1.34%
$254K - $292K
584K $28.5M
Feb 08, 2024 Q4 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
7.63K
New
$251K - $289K
7.63K $373K
Feb 13, 2024 Q4 2023
Lansing Street Advisors

BUY
 -
7.42K
New
$244K - $281K
7.42K $362K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
6.87K
+ 53.5%
$226K - $260K
19.7K $962K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.75K
+ 30.22%
$222K - $255K
29.1K $1.42M
Feb 07, 2024 Q4 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
6.37K
+ 23.62%
$209K - $241K
33.3K $1.63M
Feb 14, 2024 Q4 2023
Jane Street Group, LLC

New York, NY
BUY
 -
6.09K
+ 101.84%
$200K - $231K
12.1K $590K
Jan 12, 2024 Q4 2023
Apeiron Ria LLC

BUY
 -
5.85K
New
$192K - $221K
5.85K $286K

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