Jackson Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Jackson Wealth Management, LLC

  • $647 Million
  • Q2 2025

A detailed history of Jackson Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 139,449 shares of XLG stock, worth $7.9 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
139,449
Previous 140,083 0.45%
Holding current value
$7.9 Million
Previous $6.45 Million 12.71%
% of portfolio
1.12%
Previous 1.13%

Shares

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

Jul 21, 2025
SELL
$40.94 - $52.1 $25,955 - $33,031
-634 Reduced 0.45%
139,449 $7.27 Million
Q1 2025

Apr 29, 2025
SELL
$45.72 - $51.73 $20,208 - $22,864
-442 Reduced 0.31%
140,083 $6.45 Million
Q4 2024

Jan 27, 2025
BUY
$46.94 - $51.62 $17,649 - $19,409
376 Added 0.27%
140,525 $7.02 Million
Q3 2024

Oct 22, 2024
BUY
$42.54 - $47.97 $3.13 Million - $3.53 Million
73,529 Added 110.37%
140,149 $6.66 Million
Q2 2024

Jul 01, 2024
SELL
$39.84 - $46.12 $2.69 Million - $3.12 Million
-67,643 Reduced 50.38%
66,620 $3.05 Million
Q1 2024

Jun 11, 2024
SELL
$37.01 - $42.29 $191,304 - $218,597
-5,169 Reduced 3.71%
134,263 $5.66 Million
Q4 2023

Feb 14, 2024
BUY
$32.87 - $37.84 $153,437 - $176,637
4,668 Added 3.46%
139,432 $5.26 Million
Q3 2023

Nov 14, 2023
BUY
$33.8 - $354.35 $4.12 Million - $43.2 Million
121,926 Added 949.73%
134,764 $4.58 Million
Q2 2023

Aug 02, 2023
BUY
$308.25 - $349.73 $3.96 Million - $4.49 Million
12,838 New
12,838 $4.49 Million
Q1 2022

May 05, 2022
SELL
$318.41 - $373.67 $1.5 Million - $1.76 Million
-4,718 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$328.66 - $373.09 $1.55 Million - $1.76 Million
4,718 New
4,718 $1.74 Million
Q1 2021

Apr 12, 2021
SELL
$281.0 - $299.29 $16.5 Million - $17.6 Million
-58,799 Closed
0 $0
Q4 2020

Feb 02, 2021
SELL
$252.63 - $285.66 $165,220 - $186,821
-654 Reduced 1.1%
58,799 $16.8 Million
Q3 2020

Oct 13, 2020
SELL
$240.17 - $284.19 $374,905 - $443,620
-1,561 Reduced 2.56%
59,453 $15.6 Million
Q2 2020

Jul 27, 2020
BUY
$188.01 - $242.75 $11.5 Million - $14.8 Million
61,014 New
61,014 $14.5 Million

Others Institutions Holding XLG

# of Institutions
587
Shares Held
97.4M
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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