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

Pinnacle Family Advisors, LLC

  • $162 Million
  • Q1 2025

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 106,088 shares of XLG stock, worth $5.79 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
106,088
Previous 111,655 4.99%
Holding current value
$5.79 Million
Previous $5.58 Million 12.48%
% of portfolio
3.01%
Previous 3.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$45.72 - $51.73 $254,523 - $287,980
-5,567 Reduced 4.99%
106,088 $4.88 Million
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
582
Shares Held
97.8M
Call Options Held
20.1K
Put Options Held
11.4K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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