Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XLG)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
3.44MNew |
$141M - $179M
|
3.44M
$188M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.23M+ 85.0% |
$50.5M - $64.2M
|
2.68M
$147M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
679K+ 1645.51% |
$27.8M - $35.4M
|
720K
$39.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
588K+ 25.81% |
$24.1M - $30.6M
|
2.87M
$157M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
483K+ 38.7% |
$19.8M - $25.2M
|
1.73M
$94.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
351K+ 100.54% |
$14.4M - $18.3M
|
699K
$38.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
299K+ 105.64% |
$12.2M - $15.6M
|
582K
$31.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
294K+ 9.01% |
$12.1M - $15.3M
|
3.56M
$195M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
263K+ 62.69% |
$10.8M - $13.7M
|
683K
$37.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
259K+ 1062.47% |
$10.6M - $13.5M
|
283K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
199K+ 17.65% |
$8.15M - $10.4M
|
1.33M
$72.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
197K+ 4570.47% |
$8.06M - $10.3M
|
201K
$11M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
197K+ 59.45% |
$8.06M - $10.3M
|
528K
$28.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 1.71% |
$7.42M - $9.44M
|
10.8M
$590M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
160K+ 50.62% |
$6.54M - $8.32M
|
475K
$26M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
159K+ 1632.88% |
$6.51M - $8.29M
|
169K
$9.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
147KNew |
$6.02M - $7.66M
|
147K
$8.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
137KNew |
$5.59M - $7.12M
|
137K
$7.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
136K+ 8.36% |
$5.58M - $7.11M
|
1.77M
$96.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
135KNew |
$5.51M - $7.01M
|
135K
$7.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106K+ 48.91% |
$4.34M - $5.52M
|
322K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
101KNew |
$4.14M - $5.26M
|
101K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
97.7K+ 18.34% |
$4M - $5.09M
|
630K
$34.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
97.3K+ 7.87% |
$3.98M - $5.07M
|
1.33M
$72.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
96KNew |
$3.93M - $5M
|
96K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.5K+ 6.42% |
$3.87M - $4.92M
|
1.57M
$85.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
93.3K+ 7.36% |
$3.82M - $4.86M
|
1.36M
$74.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
88.4K+ 721.22% |
$3.62M - $4.6M
|
101K
$5.49M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
84.9K+ 50.51% |
$3.48M - $4.43M
|
253K
$13.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
84.3K+ 221.4% |
$3.45M - $4.39M
|
122K
$6.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
83.6K+ 21.2% |
$3.42M - $4.35M
|
478K
$26.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.9K+ 19.53% |
$3.23M - $4.11M
|
483K
$26.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.5K+ 131.26% |
$3.09M - $3.93M
|
133K
$7.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
70.6K+ 60.71% |
$2.89M - $3.68M
|
187K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
65.8K+ 71.88% |
$2.69M - $3.43M
|
157K
$8.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
65.4K+ 25.38% |
$2.68M - $3.4M
|
323K
$17.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
64.5K+ 53.3% |
$2.64M - $3.36M
|
186K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
62.6KNew |
$2.56M - $3.26M
|
62.6K
$3.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
BUY
|
- |
61.6KNew |
$2.52M - $3.21M
|
61.6K
$3.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
61.6K+ 77.98% |
$2.52M - $3.21M
|
141K
$7.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.6K+ 5.36% |
$2.36M - $3M
|
1.13M
$61.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
57.3KNew |
$2.35M - $2.99M
|
57.3K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
54.9K+ 597.63% |
$2.25M - $2.86M
|
64K
$3.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
52.6K+ 71.35% |
$2.16M - $2.74M
|
126K
$6.91M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.5K+ 31.68% |
$2.15M - $2.73M
|
218K
$11.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
49.9KNew |
$2.04M - $2.6M
|
49.9K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
49.2K+ 142.08% |
$2.01M - $2.56M
|
83.8K
$4.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
48.7KNew |
$2M - $2.54M
|
48.7K
$2.66M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 44.59% |
$1.9M - $2.41M
|
150K
$8.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
45.7K+ 37.5% |
$1.87M - $2.38M
|
167K
$9.14M
|