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 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.8K- 15.38% |
$131K - $144K
|
15.4K
$778K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.35K- 70.29% |
$157K - $173K
|
1.42K
$71.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.74K- 15.91% |
$176K - $193K
|
19.8K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.9K- 3.4% |
$230K - $253K
|
139K
$7.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.77K- 18.26% |
$271K - $298K
|
25.8K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-6.36K- 23.31% |
$298K - $328K
|
20.9K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.86K- 7.48% |
$322K - $354K
|
84.8K
$4.29M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.2K- 1.45% |
$665K - $732K
|
965K
$48.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-23.4K- 49.68% |
$1.1M - $1.21M
|
23.7K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-23.5K- 31.28% |
$1.1M - $1.21M
|
51.6K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-27K- 16.43% |
$1.27M - $1.39M
|
137K
$6.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-33.1K- 67.06% |
$1.55M - $1.71M
|
16.3K
$823K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.1K- 99.9% |
$1.98M - $2.17M
|
42
$2.13K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-43K- 12.95% |
$2.02M - $2.22M
|
289K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-44.2K- 34.07% |
$2.08M - $2.28M
|
85.6K
$4.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-84.3K- 8.91% |
$3.96M - $4.35M
|
862K
$43.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-143K- 77.06% |
$6.72M - $7.4M
|
42.6K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-244K- 4.7% |
$11.5M - $12.6M
|
4.96M
$251M
|