Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-99- 0.74% |
$26.9K - $30.7K
|
13.3K
$677K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 9.43% |
$27.2K - $31.1K
|
960
$48.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-142- 4.54% |
$38.6K - $44.1K
|
2.99K
$152K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-149- 1.53% |
$40.5K - $46.3K
|
9.57K
$487K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-153- 2.74% |
$41.6K - $47.5K
|
5.43K
$277K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-163- 0.79% |
$44.3K - $50.6K
|
20.3K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-165- 10.12% |
$44.8K - $51.2K
|
1.47K
$74.6K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-168- 66.4% |
$45.6K - $52.2K
|
85
$4.33K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-180- 12.5% |
$48.9K - $55.9K
|
1.26K
$64.2K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-201- 11.09% |
$54.6K - $62.4K
|
1.61K
$82.1K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-217- 2.81% |
$58.9K - $67.4K
|
7.5K
$382K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-217- 23.93% |
$58.9K - $67.4K
|
690
$35.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
SELL
|
- |
-220- 18.95% |
$59.7K - $68.3K
|
941
$47.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-222- 2.93% |
$60.3K - $68.9K
|
7.36K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-230- 5.12% |
$62.5K - $71.4K
|
4.26K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-245- 18.55% |
$66.5K - $76.1K
|
1.08K
$54.8K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-251- 90.29% |
$68.2K - $77.9K
|
27
$1.37K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-263- 10.94% |
$71.4K - $81.7K
|
2.14K
$109K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-266- 2.38% |
$72.2K - $82.6K
|
10.9K
$556K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-284- 14.79% |
$77.1K - $88.2K
|
1.64K
$83.3K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-319- 1.4% |
$86.6K - $99.1K
|
22.5K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-354- 19.0% |
$96.1K - $110K
|
1.51K
$76.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-380- 47.92% |
$103K - $118K
|
413
$21K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-556- 50.05% |
$151K - $173K
|
555
$28.3K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-582- 5.52% |
$158K - $181K
|
9.96K
$507K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-636- 44.26% |
$173K - $197K
|
801
$40.8K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-692- 3.8% |
$188K - $215K
|
17.5K
$892K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-769- 17.04% |
$209K - $239K
|
3.74K
$191K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-869- 62.88% |
$236K - $270K
|
513
$26.1K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-931- 7.19% |
$253K - $289K
|
12K
$612K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-946- 61.07% |
$257K - $294K
|
603
$30.7K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1K- 12.79% |
$272K - $311K
|
6.84K
$348K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.03K- 28.37% |
$281K - $321K
|
2.61K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.06K- 3.84% |
$288K - $329K
|
26.5K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.11K- 0.84% |
$300K - $343K
|
130K
$6.64M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.13K- 9.74% |
$307K - $351K
|
10.5K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.15K- 45.21% |
$311K - $356K
|
1.39K
$70.7K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.27K- 2.34% |
$346K - $395K
|
53.2K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.44K- 5.96% |
$390K - $446K
|
22.6K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.62K- 13.63% |
$439K - $502K
|
10.2K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 7.17% |
$498K - $569K
|
23.7K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.88K- 1.14% |
$510K - $583K
|
163K
$8.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.04K- 19.73% |
$554K - $633K
|
8.3K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.15K- 10.98% |
$583K - $667K
|
17.4K
$886K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.75K- 6.94% |
$746K - $853K
|
36.8K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.98K- 14.39% |
$810K - $926K
|
17.7K
$904K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.02K- 88.81% |
$821K - $939K
|
381
$19.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.17K- 7.93% |
$860K - $983K
|
36.8K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.45K- 57.95% |
$937K - $1.07M
|
2.5K
$127K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.79K- 99.4% |
$1.03M - $1.18M
|
23
$1.17K
|