Wealth Enhancement Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,428,269 shares of XLG stock, worth $138 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,428,269

Previous 2,505,947 3.1%

Holding current value

$138 Million

Previous $115 Million 9.7%

% of portfolio

0.23%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$40.94 - $52.1 $3.18 Million - $4.05 Million	-77,678 Reduced 3.1%	2,428,269 $127 Million
Q1 2025 Apr 16, 2025	BUY	$45.72 - $51.73 $64.8 Million - $73.3 Million	1,417,535 Added 130.24%	2,505,947 $115 Million
Q4 2024 Mar 17, 2025	BUY	$46.94 - $51.62 $14.8 Million - $16.3 Million	316,101 Added 40.93%	1,088,412 $54.4 Million
Q4 2024 Jan 10, 2025	SELL	$46.94 - $51.62 $112,702 - $123,939	-2,401 Reduced 0.31%	772,311 $38.6 Million
Q3 2024 Oct 23, 2024	BUY	$42.54 - $47.97 $7.38 Million - $8.33 Million	173,566 Added 28.87%	774,712 $36.8 Million
Q2 2024 Jul 16, 2024	BUY	$39.84 - $46.12 $23.4 Million - $27.1 Million	587,337 Added 4253.29%	601,146 $27.5 Million
Q1 2024 Apr 15, 2024	SELL	$37.01 - $42.29 $5,995 - $6,850	-162 Reduced 1.16%	13,809 $581,000
Q4 2023 Jan 30, 2024	SELL	$32.87 - $37.84 $875,919 - $1.01 Million	-26,648 Reduced 65.6%	13,971 $526,000
Q3 2023 Nov 13, 2023	BUY	$33.8 - $354.35 $1.37 Million - $14.4 Million	40,619 New	40,619 $1.38 Million

Others Institutions Holding XLG

# of Institutions

587

Shares Held

97.4M

Call Options Held

91.1K

Put Options Held

12.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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Wealth Enhancement Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History