Steel Peak Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Steel Peak Wealth Management LLC

$2.49 Billion
Q2 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 11,435 shares of XLG stock, worth $615,889. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,435

Previous 12,145 5.85%

Holding current value

$615,889

Previous $558,000 6.63%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$40.94 - $52.1 $29,067 - $36,991	-710 Reduced 5.85%	11,435 $595,000
Q1 2025 Apr 30, 2025	SELL	$45.72 - $51.73 $16,733 - $18,933	-366 Reduced 2.93%	12,145 $558,000
Q3 2024 Oct 25, 2024	BUY	$42.54 - $47.97 $9,401 - $10,601	221 Added 1.8%	12,511 $594,000
Q2 2024 Jul 16, 2024	BUY	$39.84 - $46.12 $5,896 - $6,825	148 Added 1.22%	12,290 $562,000
Q1 2024 Apr 17, 2024	SELL	$37.01 - $42.29 $47,668 - $54,469	-1,288 Reduced 9.59%	12,142 $511,000
Q4 2023 Jan 23, 2024	SELL	$32.87 - $37.84 $13,147 - $15,136	-400 Reduced 2.89%	13,430 $506,000
Q3 2023 Nov 02, 2023	BUY	$33.8 - $354.35 $420,708 - $4.41 Million	12,447 Added 900.0%	13,830 $469,000
Q2 2023 Aug 02, 2023	BUY	$308.25 - $349.73 $426,309 - $483,676	1,383 New	1,383 $483,000

Others Institutions Holding XLG

# of Institutions

566

Shares Held

120M

Call Options Held

20.1K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

More about XLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Account

Steel Peak Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History