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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-4.47K- 32.42% |
$1.21M - $1.39M
|
9.32K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.73K- 45.98% |
$1.83M - $2.09M
|
7.9K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-8.22K- 69.61% |
$2.23M - $2.55M
|
3.59K
$183K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.63K- 89.14% |
$2.34M - $2.68M
|
1.05K
$53.6K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.62K- 39.63% |
$2.61M - $2.99M
|
14.6K
$746K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-10.8K- 26.26% |
$2.93M - $3.35M
|
30.3K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.2K- 47.99% |
$3.05M - $3.48M
|
12.2K
$619K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.6K- 92.09% |
$3.41M - $3.9M
|
1.08K
$54.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.8K- 37.19% |
$3.47M - $3.97M
|
21.6K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.1K- 6.87% |
$4.38M - $5.01M
|
218K
$11.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17.1K- 19.66% |
$4.65M - $5.32M
|
70K
$3.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-24.2K- 48.3% |
$6.56M - $7.5M
|
25.9K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-27.9K- 69.06% |
$7.58M - $8.66M
|
12.5K
$637K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.1K- 9.52% |
$7.62M - $8.72M
|
267K
$13.6M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-54.6K- 99.96% |
$14.8M - $16.9M
|
20
$1.02K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-164K- 87.44% |
$44.5M - $50.8M
|
23.5K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-304K- 34.7% |
$82.6M - $94.5M
|
572K
$29.2M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.49M- 90.57% |
$1.49B - $1.71B
|
572K
$29.1M
|