Key Client Fiduciary Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Key Client Fiduciary Advisors, LLC

$218 Million
Q2 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 11,553 shares of XLG stock, worth $621,782. This represents 0.28% of its overall portfolio holdings.

Number of Shares

11,553

Previous 11,463 0.79%

Holding current value

$621,782

Previous $525,000 14.48%

% of portfolio

0.28%

Previous 0.27%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$40.94 - $52.1 $3,684 - $4,689	90 Added 0.79%	11,553 $601,000
Q1 2025 Apr 10, 2025	BUY	$45.72 - $51.73 $73,929 - $83,647	1,617 Added 16.42%	11,463 $525,000
Q4 2024 Jan 17, 2025	BUY	$46.94 - $51.62 $29,853 - $32,830	636 Added 6.91%	9,846 $491,000
Q3 2024 Oct 18, 2024	BUY	$42.54 - $47.97 $723 - $815	17 Added 0.18%	9,210 $437,000
Q2 2024 Jul 16, 2024	BUY	$39.84 - $46.12 $756 - $876	19 Added 0.21%	9,193 $420,000
Q1 2024 Apr 15, 2024	BUY	$37.01 - $42.29 $703 - $803	19 Added 0.21%	9,174 $386,000
Q4 2023 Jan 09, 2024	BUY	$32.87 - $37.84 $20,379 - $23,460	620 Added 7.26%	9,155 $345,000
Q3 2023 Nov 14, 2023	BUY	$33.8 - $354.35 $259,685 - $2.72 Million	7,683 Added 901.76%	8,535 $289,000
Q2 2023 Jul 13, 2023	BUY	$308.25 - $349.73 $924 - $1,049	3 Added 0.35%	852 $297,000
Q1 2023 Apr 25, 2023	BUY	$271.59 - $310.52 $814 - $931	3 Added 0.35%	849 $263,000
Q4 2022 Jan 17, 2023	SELL	$26.66 - $298.01 $2,905 - $32,483	-109 Reduced 11.41%	846 $0
Q3 2022 Oct 12, 2022	BUY	$26.92 - $327.14 $161 - $1,962	6 Added 0.63%	955 $257,000
Q2 2022 Jul 19, 2022	BUY	$277.86 - $356.56 $833 - $1,069	3 Added 0.32%	949 $272,000
Q1 2022 Apr 18, 2022	BUY	$318.41 - $373.67 $68,458 - $80,339	215 Added 29.41%	946 $333,000
Q4 2021 Mar 01, 2022	BUY	$328.66 - $373.09 $240,250 - $272,728	731 New	731 $270,000

Others Institutions Holding XLG

# of Institutions

563

Shares Held

119M

Call Options Held

20.1K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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Key Client Fiduciary Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History