A detailed history of United Advisor Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 13,528 shares of XLG stock, worth $774,072. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,528
Previous 13,405 0.92%
Holding current value
$774,072
Previous $616,000 14.29%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Aug 11, 2025

BUY
$40.94 - $52.1 $5,035 - $6,408
123 Added 0.92%
13,528 $704,000
Q1 2025

Apr 21, 2025

SELL
$45.72 - $51.73 $190,606 - $215,662
-4,169 Reduced 23.72%
13,405 $616,000
Q4 2024

Feb 24, 2025

BUY
$46.94 - $51.62 $414,339 - $455,649
8,827 Added 100.91%
17,574 $877,000
Q3 2024

Oct 30, 2024

BUY
$42.54 - $47.97 $58,620 - $66,102
1,378 Added 18.7%
8,747 $415,000
Q2 2024

Aug 08, 2024

BUY
$39.84 - $46.12 $67,010 - $77,573
1,682 Added 29.58%
7,369 $337,000
Q1 2024

May 14, 2024

BUY
$37.01 - $42.29 $210,475 - $240,503
5,687 New
5,687 $239,000

Others Institutions Holding XLG

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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