Selective Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

Selective Wealth Management, Inc.

$240 Million
Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 11,172 shares of XLG stock, worth $557,147. This represents 0.21% of its overall portfolio holdings.

Number of Shares

11,172

Previous 11,172 -0.0%

Holding current value

$557,147

Previous $558,000 8.24%

% of portfolio

0.21%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	SELL	$32.87 - $37.84 $30,043 - $34,585	-914 Reduced 7.56%	11,172 $421,000
Q3 2023 Oct 10, 2023	BUY	$33.8 - $354.35 $367,067 - $3.85 Million	10,860 Added 885.81%	12,086 $410,000
Q4 2022 Jan 23, 2023	SELL	$26.66 - $298.01 $5,305 - $59,303	-199 Reduced 13.96%	1,226 $0
Q3 2022 Oct 21, 2022	SELL	$26.92 - $327.14 $18,305 - $222,455	-680 Reduced 32.3%	1,425 $383,000
Q1 2022 Apr 20, 2022	SELL	$318.41 - $373.67 $89,154 - $104,627	-280 Reduced 11.74%	2,105 $740,000
Q4 2021 Jan 18, 2022	BUY	$328.66 - $373.09 $93,010 - $105,584	283 Added 13.46%	2,385 $880,000
Q3 2021 Oct 27, 2021	BUY	$327.01 - $348.95 $445,387 - $475,269	1,362 Added 184.05%	2,102 $694,000
Q2 2021 Aug 04, 2021	BUY	$299.8 - $325.38 $221,852 - $240,781	740 New	740 $240,000

Others Institutions Holding XLG

# of Institutions

553

Shares Held

119M

Call Options Held

20.1K

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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Selective Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History