Global Wealth Management Investment Advisory, Inc. Invesco Exchange Traded Fd Tr Transaction History

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$277.86 - $356.56 $29,731 - $38,151	-107 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$318.41 - $373.67 $34,069 - $39,982	107 New	107 $38,000

Others Institutions Holding XLG

# of Institutions

613

Shares Held

101M

Call Options Held

67.6K

Put Options Held

9.9K

Lpl Financial LLC Fort Mill, SC

10.7M
Shares

$627 Million
0.19% of portfolio
Morgan Stanley New York, NY

6.83M
Shares

$401 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

4.25M
Shares

$249 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

3.79M
Shares

$222 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.76M
Shares

$221 Million
0.04% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

More about XLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account