Calton & Associates, Inc. Invesco Exchange Traded Fd Tr Transaction History

Calton & Associates, Inc.

  • $542 Million
  • Q2 2025

A detailed history of Calton & Associates, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Calton & Associates, Inc. holds 7,994 shares of XLG stock, worth $457,416. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,994
Previous 7,670 4.22%
Holding current value
$457,416
Previous $352,000 18.18%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$40.94 - $52.1 $13,264 - $16,880
324 Added 4.22%
7,994 $416,000
Q1 2025

May 15, 2025
BUY
$45.72 - $51.73 $207,431 - $234,699
4,537 Added 144.81%
7,670 $352,000
Q1 2025

May 05, 2025
SELL
$45.72 - $51.73 $207,431 - $234,699
-4,537 Reduced 59.15%
3,133 $144,000
Q4 2024

Jan 23, 2025
BUY
$46.94 - $51.62 $360,029 - $395,925
7,670 New
7,670 $383,000

Others Institutions Holding XLG

# of Institutions
593
Shares Held
99.6M
Call Options Held
91.1K
Put Options Held
5.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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