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

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 12,170 shares of XLG stock, worth $654,746. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,170

Previous 14,607 16.68%

Holding current value

$654,746

Previous $729,000 23.18%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$45.72 - $51.73 $111,419 - $126,066	-2,437 Reduced 16.68%	12,170 $560,000
Q4 2024 Jan 28, 2025	BUY	$46.94 - $51.62 $37,458 - $41,192	798 Added 5.78%	14,607 $729,000
Q3 2024 Nov 12, 2024	SELL	$42.54 - $47.97 $313,094 - $353,059	-7,360 Reduced 34.77%	13,809 $656,000
Q2 2024 Aug 14, 2024	SELL	$39.84 - $46.12 $119,520 - $138,360	-3,000 Reduced 12.41%	21,169 $968,000
Q1 2024 May 09, 2024	SELL	$37.01 - $42.29 $1.07 Million - $1.22 Million	-28,810 Reduced 54.38%	24,169 $1.02 Million
Q4 2023 Feb 08, 2024	BUY	$32.87 - $37.84 $767,645 - $883,715	23,354 Added 78.83%	52,979 $2 Million
Q3 2023 Nov 07, 2023	BUY	$33.8 - $354.35 $921,590 - $9.66 Million	27,266 Added 1155.83%	29,625 $1.01 Million
Q2 2023 Aug 10, 2023	BUY	$308.25 - $349.73 $727,161 - $825,013	2,359 New	2,359 $825,000

Others Institutions Holding XLG

# of Institutions

566

Shares Held

120M

Call Options Held

20.1K

Put Options Held

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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

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