Fortis Group Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Fortis Group Advisors, LLC

$551 Billion
Q2 2025

A detailed history of Fortis Group Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 75,189 shares of XLG stock, worth $4.11 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

75,189

Previous 49,280 52.58%

Holding current value

$4.11 Million

Previous $2.27 Billion 78.67%

% of portfolio

0.74%

Previous 0.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$40.94 - $52.1 $1.06 Million - $1.35 Million	25,909 Added 52.58%	75,189 $4.05 Billion
Q1 2025 May 02, 2025	SELL	$45.72 - $51.73 $4.4 Million - $4.98 Million	-96,179 Reduced 66.12%	49,280 $2.27 Billion
Q4 2024 Jan 31, 2025	BUY	$46.94 - $51.62 $225,124 - $247,569	4,796 Added 3.41%	145,459 $7.27 Billion
Q3 2024 Oct 21, 2024	SELL	$42.54 - $47.97 $2.86 Million - $3.22 Million	-67,182 Reduced 32.32%	140,663 $6.69 Billion
Q2 2024 Jul 30, 2024	SELL	$39.84 - $46.12 $930,383 - $1.08 Million	-23,353 Reduced 10.1%	207,845 $9.51 Billion
Q1 2024 Apr 30, 2024	BUY	$37.01 - $42.29 $8.56 Million - $9.78 Million	231,198 New	231,198 $9.74 Billion

Others Institutions Holding XLG

# of Institutions

582

Shares Held

97.8M

Call Options Held

20.1K

Put Options Held

11.4K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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Fortis Group Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History