Principle Wealth Partners LLC Invesco Exchange Traded Fd Tr Transaction History

Principle Wealth Partners LLC

$1.45 Billion
Q2 2025

A detailed history of Principle Wealth Partners LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 2,682,223 shares of XLG stock, worth $147 Million. This represents 9.62% of its overall portfolio holdings.

Number of Shares

2,682,223

Previous 1,449,886 85.0%

Holding current value

$147 Million

Previous $66.7 Million 109.44%

% of portfolio

9.62%

Previous 5.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$40.94 - $52.1 $50.5 Million - $64.2 Million	1,232,337 Added 85.0%	2,682,223 $140 Million
Q1 2025 May 06, 2025	BUY	$45.72 - $51.73 $16.4 Million - $18.5 Million	357,733 Added 32.75%	1,449,886 $66.7 Million
Q4 2024 Jan 29, 2025	BUY	$46.94 - $51.62 $5.26 Million - $5.79 Million	112,147 Added 11.44%	1,092,153 $54.6 Million
Q3 2024 Nov 13, 2024	BUY	$42.54 - $47.97 $6.74 Million - $7.6 Million	158,478 Added 19.29%	980,006 $46.6 Million
Q2 2024 Aug 13, 2024	BUY	$39.84 - $46.12 $4.7 Million - $5.44 Million	117,959 Added 16.77%	821,528 $37.6 Million
Q1 2024 Apr 23, 2024	BUY	$37.01 - $42.29 $9.7 Million - $11.1 Million	262,002 Added 59.33%	703,569 $29.6 Million
Q4 2023 Feb 05, 2024	BUY	$32.87 - $37.84 $8.01 Million - $9.22 Million	243,554 Added 123.0%	441,567 $16.7 Million
Q3 2023 Nov 01, 2023	BUY	$33.8 - $354.35 $6.69 Million - $70.2 Million	198,013 New	198,013 $6.72 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

Ticker XLG
Sector ETFs
Industry ETFs

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Principle Wealth Partners LLC Invesco Exchange Traded Fd Tr Transaction History