Purchases and Sales Made in Q4 2024 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 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 13, 2025 Q4 2024
Bank Of Montreal

Toronto, A6
BUY
 -
820
+ 1.42%
$38.5K - $42.3K
58.6K $2.99M
Feb 03, 2025 Q4 2024
Pacific Sun Financial Corp

BUY
 -
814
+ 14.71%
$38.2K - $42K
6.35K $323K
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
800
+ 80.16%
$37.6K - $41.3K
1.8K $91.6K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
798
+ 5.78%
$37.5K - $41.2K
14.6K $744K
Jan 23, 2025 Q4 2024
Great Diamond Partners, LLC

BUY
 -
719
+ 4.47%
$33.7K - $37.1K
16.8K $856K
Jan 27, 2025 Q4 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
717
+ 9.86%
$33.7K - $37K
7.99K $407K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
690
New
$32.4K - $35.6K
690 $35.1K
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
650
+ 2.75%
$30.5K - $33.6K
24.3K $1.24M
Jan 17, 2025 Q4 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
636
+ 6.91%
$29.9K - $32.8K
9.85K $502K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
636
New
$29.9K - $32.8K
636 $32.4K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
610
+ 2.55%
$28.6K - $31.5K
24.5K $1.25M
Jan 13, 2025 Q4 2024
Abound Wealth Management

Franklin, TN
BUY
 -
603
New
$28.3K - $31.1K
603 $30.7K
Jan 27, 2025 Q4 2024
Hager Investment Management Services, LLC

New London, NH
BUY
 -
600
New
$28.2K - $31K
600 $30.6K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
582
+ 24.6%
$27.3K - $30K
2.95K $150K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
520
New
$24.4K - $26.8K
520 $26.5K
Jan 13, 2025 Q4 2024
Psi Advisors, LLC

BUY
 -
497
+ 2.0%
$23.3K - $25.7K
25.3K $1.29M
Feb 12, 2025 Q4 2024
Cibc Private Wealth Group, LLC

BUY
 -
454
+ 43.65%
$21.3K - $23.4K
1.49K $76.1K
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
426
+ 1.46%
$20K - $22K
29.6K $1.51M
Jan 13, 2025 Q4 2024
Wedmont Private Capital

BUY
 -
420
+ 4.89%
$19.7K - $21.7K
9.02K $459K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
418
+ 0.42%
$19.6K - $21.6K
99.2K $5.05M
Jan 13, 2025 Q4 2024
Cooper Financial Group

BUY
 -
398
+ 8.84%
$18.7K - $20.5K
4.9K $250K
Jan 27, 2025 Q4 2024
Jackson Wealth Management, LLC

BUY
 -
376
+ 0.27%
$17.6K - $19.4K
141K $7.16M
Jan 28, 2025 Q4 2024
Joel Isaacson & Co., LLC

BUY
 -
368
+ 3.01%
$17.3K - $19K
12.6K $641K
Jan 29, 2025 Q4 2024
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
350
+ 6.36%
$16.4K - $18.1K
5.86K $298K
Jan 21, 2025 Q4 2024
Cedar Mountain Advisors, LLC

BUY
 -
342
New
$16.1K - $17.7K
342 $17.4K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
200
New
$9.39K - $10.3K
200 $10.2K
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
170
+ 10.3%
$7.98K - $8.78K
1.82K $92.7K
Feb 04, 2025 Q4 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
158
New
$7.42K - $8.16K
158 $8.05K
Jan 30, 2025 Q4 2024
Belvedere Trading LLC

BUY
 -
154
+ 2.88%
$7.23K - $7.95K
5.49K $280K
Jan 23, 2025 Q4 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
137
New
$6.43K - $7.07K
137 $6.98K
Feb 04, 2025 Q4 2024
Y Intercept (Hong Kong) LTD

BUY
 -
133
+ 1.04%
$6.24K - $6.87K
13K $660K
Feb 11, 2025 Q4 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
129
+ 2.15%
$6.06K - $6.66K
6.13K $312K
Jan 22, 2025 Q4 2024
Asset Dedication, LLC

BUY
 -
115
New
$5.4K - $5.94K
115 $5.86K
Jan 30, 2025 Q4 2024
Game Plan Financial Advisors, LLC

BUY
 -
100
+ 1.22%
$4.69K - $5.16K
8.29K $422K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
100
New
$4.69K - $5.16K
100 $5.09K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
100
+ 3.83%
$4.69K - $5.16K
2.71K $138K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
89
+ 61.81%
$4.18K - $4.59K
233 $11.9K
Feb 04, 2025 Q4 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
84
+ 87.5%
$3.94K - $4.34K
180 $9.17K
Feb 12, 2025 Q4 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
83
New
$3.9K - $4.28K
83 $4.23K
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
71
+ 6.48%
$3.33K - $3.67K
1.17K $59.4K
Jan 22, 2025 Q4 2024
Aurora Private Wealth, Inc.

BUY
 -
53
+ 0.15%
$2.49K - $2.74K
35K $1.78M
Feb 06, 2025 Q4 2024
Pfg Private Wealth Management, LLC

BUY
 -
50
New
$2.35K - $2.58K
50 $2.55K
Jan 14, 2025 Q4 2024
Smith Anglin Financial, LLC

BUY
 -
49
+ 0.14%
$2.3K - $2.53K
33.9K $1.73M
Feb 11, 2025 Q4 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
44
+ 0.27%
$2.07K - $2.27K
16.5K $841K
Feb 07, 2025 Q4 2024
Sequoia Financial Advisors, LLC

BUY
 -
44
+ 0.17%
$2.07K - $2.27K
25.8K $1.32M
Jan 21, 2025 Q4 2024
Grimes & Company, Inc.

BUY
 -
41
+ 0.83%
$1.92K - $2.12K
5K $255K
Feb 10, 2025 Q4 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
38
New
$1.78K - $1.96K
38 $1.94K
Feb 06, 2025 Q4 2024
Cullen/Frost Bankers, Inc.

BUY
 -
38
+ 0.17%
$1.78K - $1.96K
22.1K $1.13M
Feb 12, 2025 Q4 2024
National Bank Of Canada

BUY
 -
35
+ 29.91%
$1.64K - $1.81K
152 $7.74K

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