Beacon Pointe Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 18,462 shares of XLG stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,462

Previous 20,528 10.06%

Holding current value

$1.06 Million

Previous $944,000 1.8%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$40.94 - $52.1 $84,582 - $107,638	-2,066 Reduced 10.06%	18,462 $961,000
Q1 2025 May 13, 2025	BUY	$45.72 - $51.73 $169,986 - $192,332	3,718 Added 22.12%	20,528 $944,000
Q4 2024 Feb 14, 2025	BUY	$46.94 - $51.62 $111,576 - $122,700	2,377 Added 16.47%	16,810 $839,000
Q3 2024 Nov 14, 2024	BUY	$42.54 - $47.97 $21,270 - $23,985	500 Added 3.59%	14,433 $686,000
Q2 2024 Aug 12, 2024	BUY	$39.84 - $46.12 $303,620 - $351,480	7,621 Added 120.74%	13,933 $637,000
Q1 2024 May 14, 2024	BUY	$37.01 - $42.29 $233,607 - $266,934	6,312 New	6,312 $265,000

Others Institutions Holding XLG

# of Institutions

590

Shares Held

99.4M

Call Options Held

91.1K

Put Options Held

5.7K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

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Beacon Pointe Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History