Summit Financial Consulting LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Financial Consulting LLC

  • $125 Billion
  • Q3 2025

A detailed history of Summit Financial Consulting LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Financial Consulting LLC holds 48,523 shares of XLG stock, worth $2.85 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
48,523
Previous 45,348 7.0%
Holding current value
$2.85 Million
Previous $2.36 Billion 18.13%
% of portfolio
2.23%
Previous 2.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$51.78 - $57.89 $164,401 - $183,800
3,175 Added 7.0%
48,523 $2.79 Billion
Q2 2025

Jul 09, 2025
BUY
$40.94 - $52.1 $174,895 - $222,571
4,272 Added 10.4%
45,348 $2.36 Billion
Q1 2025

Apr 29, 2025
BUY
$45.72 - $51.73 $1.88 Million - $2.12 Million
41,076 New
41,076 $1.89 Billion

Others Institutions Holding XLG

# of Institutions
619
Shares Held
103M
Call Options Held
59.1K
Put Options Held
4.2K
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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