Simplicity Wealth,Llc Invesco Exchange Traded Fd Tr Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 13,006 shares of XLG stock, worth $700,503. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,006

Holding current value

$700,503

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	$40.94 - $52.1 $532,465 - $677,612	13,006 New	13,006 $677,000

Others Institutions Holding XLG

# of Institutions

568

Shares Held

93.5M

Call Options Held

20.1K

Put Options Held

Lpl Financial LLC Fort Mill, SC

10.6M
Shares

$572 Million
0.2% of portfolio
Morgan Stanley New York, NY

7.14M
Shares

$385 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

4.24M
Shares

$228 Million
0.02% of portfolio
Invesco Ltd. Atlanta, GA

3.36M
Shares

$181 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

3.27M
Shares

$176 Million
0.04% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

More about XLG

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Simplicity Wealth,Llc Invesco Exchange Traded Fd Tr Transaction History