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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.7K+ 68.27% |
$598K - $657K
|
31.4K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.6K+ 64.27% |
$591K - $650K
|
32.2K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.6K+ 30.58% |
$590K - $649K
|
53.7K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.4K+ 1.88% |
$487K - $536K
|
563K
$24.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.76K+ 0.85% |
$458K - $504K
|
1.15M
$50.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.38KNew |
$440K - $484K
|
9.38K
$413K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.04K+ 81.52% |
$424K - $466K
|
20.1K
$887K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.88K+ 35.95% |
$417K - $458K
|
33.6K
$1.48M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.83K+ 100.91% |
$414K - $456K
|
17.6K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
8.7KNew |
$408K - $449K
|
8.7K
$384K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.41KNew |
$395K - $434K
|
8.41K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
8.4KNew |
$394K - $434K
|
8.4K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.37K+ 36.8% |
$393K - $432K
|
31.1K
$1.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
8.37K+ 27.83% |
$393K - $432K
|
38.5K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.07K+ 46.99% |
$379K - $416K
|
25.2K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.02K+ 1.7% |
$377K - $414K
|
479K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.88KNew |
$370K - $407K
|
7.88K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.68KNew |
$360K - $396K
|
7.68K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.67KNew |
$360K - $396K
|
7.67K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
7.59KNew |
$356K - $392K
|
7.59K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.19KNew |
$338K - $371K
|
7.19K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.03KNew |
$330K - $363K
|
7.03K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7K+ 4.35% |
$328K - $361K
|
168K
$7.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
6.9KNew |
$324K - $356K
|
6.9K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.89K+ 1767.44% |
$324K - $356K
|
7.28K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.86K+ 11.94% |
$322K - $354K
|
64.3K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.78K+ 5.22% |
$318K - $350K
|
137K
$6.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.68K+ 14.47% |
$313K - $345K
|
52.8K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.53K+ 9.07% |
$307K - $337K
|
78.5K
$3.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.28K+ 9.28% |
$295K - $324K
|
74K
$3.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.13K+ 13.81% |
$288K - $317K
|
50.6K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.13K+ 78.68% |
$288K - $316K
|
13.9K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.12KNew |
$287K - $316K
|
6.12K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.98KNew |
$281K - $309K
|
5.98K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
5.98K+ 7.32% |
$281K - $309K
|
87.6K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.92KNew |
$278K - $305K
|
5.92K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.71K+ 318.36% |
$268K - $294K
|
7.5K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.67K+ 6.21% |
$266K - $293K
|
96.9K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.65K+ 23.73% |
$265K - $292K
|
29.5K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.49K+ 37.65% |
$258K - $283K
|
20.1K
$884K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.37KNew |
$252K - $277K
|
5.37K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.33K+ 31.99% |
$250K - $275K
|
22K
$970K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.28K+ 50.2% |
$248K - $272K
|
15.8K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.18K+ 18.36% |
$243K - $267K
|
33.4K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.08K+ 26.12% |
$239K - $262K
|
24.5K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.01K+ 14.29% |
$235K - $259K
|
40.1K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
5KNew |
$235K - $258K
|
5K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.89K+ 2.55% |
$230K - $252K
|
197K
$8.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.8K+ 3.41% |
$225K - $248K
|
145K
$6.41M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.74KNew |
$222K - $244K
|
4.74K
$209K
|