Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XLG)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
594+ 0.26% |
$30.8K - $34.4K
|
231K
$13.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
506+ 2.27% |
$26.2K - $29.3K
|
22.8K
$1.31M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.11K- 53.09% |
$265K - $296K
|
4.52K
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
145K+ 92.26% |
$7.51M - $8.4M
|
302K
$17.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.43K+ 127.62% |
$281K - $315K
|
9.69K
$555K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-69- 0.11% |
$3.57K - $3.99K
|
61.6K
$3.52M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.7KNew |
$347K - $388K
|
6.7K
$383K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15.1KNew |
$782K - $874K
|
15.1K
$864K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4+ 0.03% |
$207 - $232
|
12.4K
$712K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
940+ 20.87% |
$48.7K - $54.4K
|
5.44K
$311K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
90+ 0.8% |
$4.66K - $5.21K
|
11.3K
$649K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.2K+ 111.68% |
$1.46M - $1.63M
|
53.5K
$3.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
550+ 45.08% |
$28.5K - $31.8K
|
1.77K
$101K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-2.59K- 4.35% |
$134K - $150K
|
56.9K
$3.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10+ 0.05% |
$518 - $579
|
20.6K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-40.5K- 23.98% |
$2.1M - $2.34M
|
128K
$7.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.08K- 39.65% |
$366K - $410K
|
10.8K
$616K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
511+ 4.78% |
$26.5K - $29.6K
|
11.2K
$641K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
2.3K+ 21.57% |
$119K - $133K
|
13K
$742K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-1.06K- 17.39% |
$54.6K - $61.1K
|
5.01K
$287K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.1K- 30.15% |
$109K - $122K
|
4.87K
$278K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.1K- 0.66% |
$832K - $931K
|
2.41M
$138M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.32KNew |
$275K - $308K
|
5.32K
$304K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
4.08KNew |
$211K - $236K
|
4.08K
$234K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-11.2K- 51.21% |
$578K - $646K
|
10.6K
$608K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-163K- 66.42% |
$8.44M - $9.44M
|
82.4K
$4.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.6K+ 92.49% |
$600K - $671K
|
24.1K
$1.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
97.3K+ 59.05% |
$5.04M - $5.63M
|
262K
$15M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.62K- 8.85% |
$136K - $152K
|
27K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20.5K+ 108.05% |
$1.06M - $1.19M
|
39.6K
$2.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.76KNew |
$91.1K - $102K
|
1.76K
$101K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.56K- 23.16% |
$80.9K - $90.4K
|
5.18K
$296K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 55.4% |
$232K - $260K
|
12.6K
$720K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
29.1K+ 3.94% |
$1.5M - $1.68M
|
768K
$43.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16+ 0.13% |
$828 - $926
|
12.6K
$723K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.38KNew |
$71.2K - $79.7K
|
1.38K
$78.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2K+ 1.89% |
$104K - $116K
|
108K
$6.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.15K- 4.92% |
$112K - $125K
|
41.6K
$2.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
118New |
$6.11K - $6.83K
|
118
$6.75K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.4K+ 117.43% |
$898K - $1M
|
32.1K
$1.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
592+ 1.77% |
$30.7K - $34.3K
|
34.1K
$1.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.25K- 14.15% |
$64.7K - $72.3K
|
7.58K
$433K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.4K+ 16.89% |
$642K - $718K
|
85.9K
$4.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$275K - $308K
|
5.32K
$304K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23KNew |
$1.19M - $1.33M
|
23K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
463+ 1.39% |
$24K - $26.8K
|
33.7K
$1.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
36.3K+ 101.25% |
$1.88M - $2.1M
|
72.2K
$4.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.14% |
$362 - $405
|
5K
$286K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.8K- 0.44% |
$248K - $278K
|
1.08M
$61.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-736- 98.13% |
$38.1K - $42.6K
|
14
$801
|