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 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-49- 0.27% |
$2.3K - $2.53K
|
18.1K
$832K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-56- 0.03% |
$2.63K - $2.89K
|
173K
$7.94M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-58- 0.12% |
$2.72K - $2.99K
|
47.7K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60- 1.08% |
$2.82K - $3.1K
|
5.5K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-61- 18.77% |
$2.86K - $3.15K
|
264
$12.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-71- 4.93% |
$3.33K - $3.67K
|
1.37K
$62.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-78- 0.25% |
$3.66K - $4.03K
|
31.7K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-85- 1.45% |
$3.99K - $4.39K
|
5.76K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-95- 3.01% |
$4.46K - $4.9K
|
3.06K
$140K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-115- 2.06% |
$5.4K - $5.94K
|
5.47K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-120- 0.89% |
$5.63K - $6.19K
|
13.3K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-147- 1.68% |
$6.9K - $7.59K
|
8.61K
$395K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-151- 1.69% |
$7.09K - $7.79K
|
8.8K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-156- 1.65% |
$7.32K - $8.05K
|
9.27K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-157- 0.17% |
$7.37K - $8.1K
|
91K
$4.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-162- 2.21% |
$7.6K - $8.36K
|
7.18K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-193- 0.45% |
$9.06K - $9.96K
|
42.6K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-193- 3.2% |
$9.06K - $9.96K
|
5.84K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-195- 3.83% |
$9.15K - $10.1K
|
4.89K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-200- 8.7% |
$9.39K - $10.3K
|
2.1K
$96.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-200- 1.5% |
$9.39K - $10.3K
|
13.1K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-216- 0.55% |
$10.1K - $11.1K
|
38.7K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-240- 31.87% |
$11.3K - $12.4K
|
513
$23.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-241- 5.62% |
$11.3K - $12.4K
|
4.04K
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-250- 14.95% |
$11.7K - $12.9K
|
1.42K
$65.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-261- 3.38% |
$12.3K - $13.5K
|
7.47K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-289- 6.48% |
$13.6K - $14.9K
|
4.17K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-359- 2.45% |
$16.9K - $18.5K
|
14.3K
$655K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-361- 7.05% |
$16.9K - $18.6K
|
4.76K
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-415- 1.81% |
$19.5K - $21.4K
|
22.5K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-430- 2.63% |
$20.2K - $22.2K
|
15.9K
$729K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-461- 6.14% |
$21.6K - $23.8K
|
7.05K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-500- 4.38% |
$23.5K - $25.8K
|
10.9K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-554- 1.15% |
$26K - $28.6K
|
47.6K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-617- 8.73% |
$29K - $31.8K
|
6.45K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-641- 11.5% |
$30.1K - $33.1K
|
4.94K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-657- 1.67% |
$30.8K - $33.9K
|
38.7K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-696- 2.78% |
$32.7K - $35.9K
|
24.4K
$1.12M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-848- 0.96% |
$39.8K - $43.8K
|
87.1K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-853- 17.06% |
$40K - $44K
|
4.15K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-955- 0.18% |
$44.8K - $49.3K
|
544K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.03K- 86.72% |
$48.1K - $52.9K
|
157
$7.2K
|
|
|
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
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.22K- 11.99% |
$57.2K - $62.9K
|
8.95K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.31K- 8.79% |
$61.6K - $67.7K
|
13.6K
$624K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.45K- 9.53% |
$68K - $74.7K
|
13.8K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.58K- 8.5% |
$74.1K - $81.5K
|
17K
$779K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.62K- 0.72% |
$76.2K - $83.8K
|
223K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.67K- 1.37% |
$78.6K - $86.4K
|
121K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.71K- 12.69% |
$80.3K - $88.3K
|
11.8K
$540K
|