Summit Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 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 298,970 shares of XLG stock, worth $17.5 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
298,970
Previous 209,126 42.96%
Holding current value
$17.5 Million
Previous $10.9 Million 57.83%
% of portfolio
0.29%
Previous 0.25%

Shares

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

Nov 14, 2025
BUY
$51.78 - $57.89 $4.65 Million - $5.2 Million
89,844 Added 42.96%
298,970 $17.2 Million
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
616
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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