Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025

A detailed history of Clearstead Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 916,957 shares of XLG stock, worth $50.1 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
916,957
Previous 936,481 2.08%
Holding current value
$50.1 Million
Previous $43.1 Million 10.85%
% of portfolio
0.69%
Previous 0.68%

Shares

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

Aug 08, 2025
SELL
$40.94 - $52.1 $799,312 - $1.02 Million
-19,524 Reduced 2.08%
916,957 $47.8 Million
Q1 2025

May 13, 2025
SELL
$45.72 - $51.73 $1.99 Million - $2.25 Million
-43,427 Reduced 4.43%
936,481 $43.1 Million
Q4 2024

Feb 10, 2025
SELL
$46.94 - $51.62 $760,474 - $836,295
-16,201 Reduced 1.63%
979,908 $49 Million
Q3 2024

Nov 13, 2024
SELL
$42.54 - $47.97 $20.4 Million - $23 Million
-478,519 Reduced 32.45%
996,109 $47.3 Million
Q2 2024

Aug 09, 2024
BUY
$39.84 - $46.12 $58.7 Million - $68 Million
1,474,628 New
1,474,628 $67.5 Million

Others Institutions Holding XLG

# of Institutions
585
Shares Held
97.3M
Call Options Held
91.1K
Put Options Held
12.1K
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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