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 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.18K+ 3.12% |
$55.6K - $61.1K
|
39.1K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.16KNew |
$54.5K - $59.9K
|
1.16K
$58.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.07K+ 97.45% |
$50.3K - $55.3K
|
2.17K
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.06K+ 3.18% |
$49.9K - $54.9K
|
34.5K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.01K+ 0.81% |
$47.5K - $52.2K
|
126K
$6.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$46.9K - $51.6K
|
1K
$50.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
988+ 20.5% |
$46.4K - $51K
|
5.81K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
968+ 50.71% |
$45.4K - $50K
|
2.88K
$146K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
889+ 1.79% |
$41.7K - $45.9K
|
50.6K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
814+ 14.71% |
$38.2K - $42K
|
6.35K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
800+ 80.16% |
$37.6K - $41.3K
|
1.8K
$91K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
798+ 5.78% |
$37.5K - $41.2K
|
14.6K
$739K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
719+ 4.47% |
$33.7K - $37.1K
|
16.8K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
717+ 9.86% |
$33.7K - $37K
|
7.99K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
690New |
$32.4K - $35.6K
|
690
$34.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
636+ 6.91% |
$29.9K - $32.8K
|
9.85K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
635New |
$29.8K - $32.8K
|
635
$32.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
610+ 2.55% |
$28.6K - $31.5K
|
24.5K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
603New |
$28.3K - $31.1K
|
603
$30.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
600New |
$28.2K - $31K
|
600
$30.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
582+ 24.6% |
$27.3K - $30K
|
2.95K
$149K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
520New |
$24.4K - $26.8K
|
520
$26.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
497+ 2.0% |
$23.3K - $25.7K
|
25.3K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
426+ 1.46% |
$20K - $22K
|
29.6K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
420+ 4.89% |
$19.7K - $21.7K
|
9.02K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
418+ 0.42% |
$19.6K - $21.6K
|
99.2K
$5.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
398+ 8.84% |
$18.7K - $20.5K
|
4.9K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
376+ 0.27% |
$17.6K - $19.4K
|
141K
$7.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
368+ 3.01% |
$17.3K - $19K
|
12.6K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
350+ 6.36% |
$16.4K - $18.1K
|
5.86K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
342New |
$16.1K - $17.7K
|
342
$17.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
170+ 10.3% |
$7.98K - $8.78K
|
1.82K
$92.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
158New |
$7.42K - $8.16K
|
158
$7.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
154+ 2.88% |
$7.23K - $7.95K
|
5.49K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
137New |
$6.43K - $7.07K
|
137
$6.93K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
133+ 1.04% |
$6.24K - $6.87K
|
13K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
115New |
$5.4K - $5.94K
|
115
$5.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
100+ 3.83% |
$4.69K - $5.16K
|
2.71K
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
100New |
$4.69K - $5.16K
|
100
$5.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
100+ 1.22% |
$4.69K - $5.16K
|
8.29K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
89+ 61.81% |
$4.18K - $4.59K
|
233
$11.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
84+ 87.5% |
$3.94K - $4.34K
|
180
$9.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
71+ 6.48% |
$3.33K - $3.67K
|
1.17K
$59.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
53+ 0.15% |
$2.49K - $2.74K
|
35K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
50New |
$2.35K - $2.58K
|
50
$2.53K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
49+ 0.14% |
$2.3K - $2.53K
|
33.9K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 0.17% |
$2.07K - $2.27K
|
25.8K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
41+ 0.83% |
$1.92K - $2.12K
|
5K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
38+ 0.17% |
$1.78K - $1.96K
|
22.1K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33+ 19.41% |
$1.55K - $1.7K
|
203
$10.3K
|