Summit Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025

A detailed history of Summit Financial, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Financial, LLC holds 209,126 shares of XLG stock, worth $11.4 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
209,126
Previous 234,925 10.98%
Holding current value
$11.4 Million
Previous $10.8 Million 0.78%
% of portfolio
0.25%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$40.94 - $52.1 $1.06 Million - $1.34 Million
-25,799 Reduced 10.98%
209,126 $10.9 Million
Q1 2025

May 14, 2025
BUY
$45.72 - $51.73 $10.7 Million - $12.2 Million
234,925 New
234,925 $10.8 Million

Others Institutions Holding XLG

# of Institutions
586
Shares Held
96.9M
Call Options Held
20.1K
Put Options Held
11.4K
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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