Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.25MNew |
$106M - $116M
|
2.25M
$114M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
778KNew |
$36.5M - $40.1M
|
778K
$39.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
266KNew |
$12.5M - $13.7M
|
266K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
226KNew |
$10.6M - $11.7M
|
226K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
190K+ 66.46% |
$8.93M - $9.82M
|
476K
$24.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
177KNew |
$8.31M - $9.14M
|
177K
$8.96M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
174KNew |
$8.19M - $9M
|
174K
$8.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
166KNew |
$7.79M - $8.57M
|
166K
$8.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
156K+ 2405.57% |
$7.3M - $8.03M
|
162K
$8.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
122K+ 17.48% |
$5.74M - $6.31M
|
822K
$41.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
112K+ 11.44% |
$5.26M - $5.79M
|
1.09M
$55.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
108K+ 105.38% |
$5.09M - $5.59M
|
211K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
104KNew |
$4.87M - $5.35M
|
104K
$5.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
91.7K+ 103.95% |
$4.3M - $4.73M
|
180K
$9.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
89.4K+ 8.23% |
$4.2M - $4.61M
|
1.17M
$59.5M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
76.5K+ 1049.27% |
$3.59M - $3.95M
|
83.8K
$4.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
74.3K+ 537.0% |
$3.49M - $3.84M
|
88.1K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
73KNew |
$3.43M - $3.77M
|
73K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
67.8K+ 202.8% |
$3.18M - $3.5M
|
101K
$5.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
65.1K+ 1097.22% |
$3.06M - $3.36M
|
71K
$3.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
50.3KNew |
$2.36M - $2.6M
|
50.3K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
50.3K+ 75.98% |
$2.36M - $2.6M
|
117K
$5.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45.5KNew |
$2.14M - $2.35M
|
45.5K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
42.4K+ 26.66% |
$1.99M - $2.19M
|
202K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
39.1KNew |
$1.83M - $2.02M
|
39.1K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
38.9K+ 21.9% |
$1.82M - $2.01M
|
216K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
38.1KNew |
$1.79M - $1.97M
|
38.1K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.5K+ 13.92% |
$1.66M - $1.83M
|
290K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
28.8KNew |
$1.35M - $1.49M
|
28.8K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
26.9KNew |
$1.26M - $1.39M
|
26.9K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.2K+ 2.83% |
$1.23M - $1.35M
|
951K
$48.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
22.3K+ 14.44% |
$1.05M - $1.15M
|
177K
$8.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.1KNew |
$1.04M - $1.14M
|
22.1K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
22.1KNew |
$1.04M - $1.14M
|
22.1K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22K+ 30.46% |
$1.03M - $1.13M
|
94.1K
$4.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
21.8KNew |
$1.02M - $1.12M
|
21.8K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.4K+ 40.03% |
$1.01M - $1.11M
|
75K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.9K+ 12.07% |
$839K - $923K
|
166K
$8.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 167.86% |
$774K - $852K
|
26.3K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
16.5K+ 17.28% |
$772K - $849K
|
112K
$5.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16.2K+ 49.37% |
$760K - $835K
|
49K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.3KNew |
$671K - $738K
|
14.3K
$724K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.1K+ 3.35% |
$616K - $677K
|
405K
$20.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.7K+ 68.27% |
$598K - $657K
|
31.4K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.6K+ 64.27% |
$591K - $650K
|
32.2K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.6K+ 30.58% |
$590K - $649K
|
53.7K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.04K+ 81.52% |
$424K - $466K
|
20.1K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.41KNew |
$395K - $434K
|
8.41K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.37K+ 36.8% |
$393K - $432K
|
31.1K
$1.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
8.37K+ 27.83% |
$393K - $432K
|
38.5K
$1.95M
|