Keystone Wealth Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Keystone Wealth Services, LLC

$418 Million
Q3 2025

A detailed history of Keystone Wealth Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 21,397 shares of XLG stock, worth $1.22 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

21,397

Previous 22,953 6.78%

Holding current value

$1.22 Million

Previous $1.2 Million 2.93%

% of portfolio

0.29%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$51.78 - $57.89 $80,569 - $90,076	-1,556 Reduced 6.78%	21,397 $1.23 Million
Q2 2025 Jul 09, 2025	BUY	$40.94 - $52.1 $11,094 - $14,119	271 Added 1.19%	22,953 $1.2 Million
Q1 2025 Apr 17, 2025	SELL	$45.72 - $51.73 $44,714 - $50,591	-978 Reduced 4.13%	22,682 $1.04 Million
Q4 2024 Feb 06, 2025	SELL	$46.94 - $51.62 $1.1 Million - $1.21 Million	-23,363 Reduced 49.68%	23,660 $1.18 Million
Q3 2024 Oct 15, 2024	BUY	$42.54 - $47.97 $104,520 - $117,862	2,457 Added 5.51%	47,023 $2.24 Million
Q2 2024 Jul 12, 2024	BUY	$39.84 - $46.12 $174,499 - $202,005	4,380 Added 10.9%	44,566 $2.04 Million
Q1 2024 Apr 12, 2024	SELL	$37.01 - $42.29 $724,988 - $828,418	-19,589 Reduced 32.77%	40,186 $1.69 Million
Q4 2023 Jan 17, 2024	BUY	$32.87 - $37.84 $1.96 Million - $2.26 Million	59,775 New	59,775 $2.25 Million

Others Institutions Holding XLG

# of Institutions

593

Shares Held

99.6M

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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Keystone Wealth Services, LLC Invesco Exchange Traded Fd Tr Transaction History