Kelman Lazarov, Inc. Invesco Exchange Traded Fd Tr Transaction History

Kelman Lazarov, Inc.

$575 Million
Q2 2025

A detailed history of Kelman Lazarov, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 4,819 shares of XLG stock, worth $275,743. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,819

Previous 4,818 0.02%

Holding current value

$275,743

Previous $221,000 13.57%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$40.94 - $52.1 $40 - $52	1 Added 0.02%	4,819 $251,000
Q1 2025 May 06, 2025	BUY	$45.72 - $51.73 $91 - $103	2 Added 0.04%	4,818 $221,000
Q2 2024 Aug 12, 2024	SELL	$39.84 - $46.12 $27,250 - $31,546	-684 Reduced 12.44%	4,816 $220,000
Q4 2023 Feb 01, 2024	BUY	$32.87 - $37.84 $180,785 - $208,120	5,500 New	5,500 $207,000
Q2 2020 Jul 29, 2020	BUY	$188.01 - $242.75 $188,010 - $242,750	1,000 New	1,000 $238,000
Q1 2020 Apr 27, 2020	SELL	$171.98 - $248.68 $171,980 - $248,680	-1,000 Closed	0 $0
Q1 2019 May 08, 2019	SELL	$175.28 - $204.99 $35,056 - $40,998	-200 Reduced 16.67%	1,000 $203,000
Q4 2018 Feb 11, 2019	SELL	$167.99 - $210.7 $33,598 - $42,140	-200 Reduced 14.29%	1,200 $216,000
Q2 2018 Aug 03, 2018	BUY	$182.06 - $198.31 $254,884 - $277,634	1,400 New	1,400 $270,000

Others Institutions Holding XLG

# of Institutions

589

Shares Held

98.9M

Call Options Held

91.1K

Put Options Held

12.1K

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About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

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Kelman Lazarov, Inc. Invesco Exchange Traded Fd Tr Transaction History