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 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-641- 11.5% |
$30.1K - $33.1K
|
4.94K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-696- 2.78% |
$32.7K - $35.9K
|
24.4K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-853- 17.06% |
$40K - $44K
|
4.15K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-955- 0.18% |
$44.8K - $49.3K
|
544K
$27.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 3.72% |
$56.4K - $62K
|
31.1K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.22K- 11.99% |
$57.2K - $62.9K
|
8.95K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.31K- 8.79% |
$61.6K - $67.7K
|
13.6K
$694K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.45K- 9.53% |
$68K - $74.7K
|
13.8K
$700K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.58K- 8.5% |
$74.1K - $81.5K
|
17K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.67K- 1.37% |
$78.6K - $86.4K
|
121K
$6.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.85K- 4.52% |
$86.8K - $95.5K
|
39K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.95K- 14.76% |
$91.5K - $101K
|
11.3K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.13K- 2.58% |
$99.8K - $110K
|
80.3K
$4.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.18K- 24.21% |
$102K - $113K
|
6.84K
$348K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.4K- 0.31% |
$113K - $124K
|
772K
$39.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.45K- 4.37% |
$115K - $127K
|
53.7K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.56K- 3.7% |
$120K - $132K
|
66.7K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.71K- 2.85% |
$127K - $140K
|
92.6K
$4.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.73K- 56.55% |
$128K - $141K
|
2.1K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.8K- 15.38% |
$131K - $144K
|
15.4K
$784K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.35K- 70.29% |
$157K - $173K
|
1.42K
$72.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.74K- 15.91% |
$176K - $193K
|
19.8K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.9K- 3.4% |
$230K - $253K
|
139K
$7.1M
|
|
|
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
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.86K- 7.48% |
$322K - $354K
|
84.8K
$4.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.31K- 61.31% |
$343K - $377K
|
4.61K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-10.9K- 92.44% |
$512K - $563K
|
891
$45.4K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.2K- 1.45% |
$665K - $732K
|
965K
$49.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.2K- 1.63% |
$760K - $836K
|
980K
$49.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-23.4K- 49.68% |
$1.1M - $1.21M
|
23.7K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-23.5K- 31.28% |
$1.1M - $1.21M
|
51.6K
$2.63M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-27K- 16.43% |
$1.27M - $1.39M
|
137K
$6.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-33.1K- 67.06% |
$1.55M - $1.71M
|
16.3K
$829K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.1K- 99.9% |
$1.98M - $2.17M
|
42
$2.14K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-43K- 12.95% |
$2.02M - $2.22M
|
289K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-44.2K- 34.07% |
$2.08M - $2.28M
|
85.6K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-84.3K- 8.91% |
$3.96M - $4.35M
|
862K
$43.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-143K- 77.06% |
$6.72M - $7.4M
|
42.6K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-244K- 4.7% |
$11.5M - $12.6M
|
4.96M
$253M
|