Pinnacle Family Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 111,655 shares of XLG stock, worth $5.22 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares

111,655

Previous 110,413 1.12%

Holding current value

$5.22 Million

Previous $5.25 Million 6.31%

% of portfolio

3.05%

Previous 3.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$46.94 - $51.62 $58,299 - $64,112	1,242 Added 1.12%	111,655 $5.58 Million
Q3 2024 Nov 14, 2024	BUY	$42.54 - $47.97 $4.7 Million - $5.3 Million	110,413 New	110,413 $5.25 Million
Q1 2024 May 15, 2024	BUY	$37.01 - $42.29 $288,159 - $329,269	7,786 Added 5.11%	160,172 $6.75 Million
Q4 2023 Feb 14, 2024	BUY	$32.87 - $37.84 $1.11 Million - $1.27 Million	33,665 Added 28.36%	152,386 $5.75 Million
Q3 2023 Nov 14, 2023	BUY	$33.8 - $354.35 $4.01 Million - $42.1 Million	118,721 New	118,721 $4.03 Million
Q4 2020 Feb 16, 2021	SELL	$252.63 - $285.66 $3.12 Million - $3.53 Million	-12,367 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$240.17 - $284.19 $1.3 Million - $1.54 Million	5,419 Added 77.99%	12,367 $3.24 Million
Q2 2020 Aug 12, 2020	BUY	$188.01 - $242.75 $1.31 Million - $1.69 Million	6,948 New	6,948 $1.65 Million
Q1 2020 May 13, 2020	SELL	$171.98 - $248.68 $387,126 - $559,778	-2,251 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$206.54 - $234.46 $2,685 - $3,047	-13 Reduced 0.57%	2,251 $525,000
Q3 2019 Nov 14, 2019	BUY	$203.56 - $217.27 $53,943 - $57,576	265 Added 13.26%	2,264 $481,000
Q2 2019 Aug 14, 2019	BUY	$195.37 - $212.95 $111,360 - $121,381	570 Added 39.89%	1,999 $419,000
Q1 2019 May 15, 2019	BUY	$175.28 - $204.99 $250,475 - $292,930	1,429 New	1,429 $290,000
Q3 2018 Nov 14, 2018	SELL	$192.16 - $210.7 $1.63 Million - $1.79 Million	-8,493 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$182.06 - $198.31 $1.55 Million - $1.68 Million	8,493 New	8,493 $1.64 Million

Others Institutions Holding XLG

# of Institutions

493

Shares Held

113M

Call Options Held

53.1K

Put Options Held

11.4K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
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Pinnacle Family Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History