Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 156,031 shares of XLG stock, worth $8.93 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

156,031

Previous 140,585 10.99%

Holding current value

$8.93 Million

Previous $7.32 Billion 22.53%

% of portfolio

0.15%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$51.78 - $57.89 $799,793 - $894,168	15,446 Added 10.99%	156,031 $8.97 Billion
Q2 2025 Jul 25, 2025	BUY	$40.94 - $52.1 $2.52 Million - $3.21 Million	61,598 Added 77.98%	140,585 $7.32 Billion
Q1 2025 Apr 29, 2025	SELL	$45.72 - $51.73 $1.72 Million - $1.94 Million	-37,569 Reduced 32.23%	78,987 $3.63 Billion
Q4 2024 Feb 03, 2025	BUY	$46.94 - $51.62 $2.36 Million - $2.6 Million	50,322 Added 75.98%	116,556 $5.82 Billion
Q3 2024 Oct 30, 2024	BUY	$42.54 - $47.97 $481,425 - $542,876	11,317 Added 20.61%	66,234 $3.15 Billion
Q2 2024 Jul 30, 2024	BUY	$39.84 - $46.12 $33,146 - $38,371	832 Added 1.54%	54,917 $2.51 Billion
Q1 2024 May 07, 2024	BUY	$37.01 - $42.29 $253,481 - $289,644	6,849 Added 14.5%	54,085 $2.28 Billion
Q4 2023 Apr 15, 2024	BUY	$32.87 - $37.84 $1.55 Million - $1.79 Million	47,236 New	47,236 $1.78 Billion

Others Institutions Holding XLG

# of Institutions

594

Shares Held

99.5M

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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Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History