Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (XLG)

XLG Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q1 2024. 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 05, 2024 Q1 2024
Cwm, LLC

BUY
 -
33K
+ 1232.8%
$1.22M - $1.4M
35.7K $1.74M
Apr 29, 2024 Q1 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
32.1K
New
$1.19M - $1.36M
32.1K $1.57M
Apr 30, 2024 Q1 2024
J.W. Cole Advisors, Inc.

BUY
 -
30.3K
New
$1.12M - $1.28M
30.3K $1.48M
May 13, 2024 Q1 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
30.2K
+ 14.69%
$1.12M - $1.28M
236K $11.5M
May 10, 2024 Q1 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
28K
+ 266.06%
$1.03M - $1.18M
38.5K $1.88M
May 13, 2024 Q1 2024
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
27.2K
New
$1.01M - $1.15M
27.2K $1.33M
May 06, 2024 Q1 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
25.8K
+ 121.94%
$956K - $1.09M
47K $2.29M
Apr 18, 2024 Q1 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
25.7K
New
$952K - $1.09M
25.7K $1.25M
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

BUY
 -
25K
New
$925K - $1.06M
25K $1.22M
May 09, 2024 Q1 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
24.6K
+ 25.02%
$910K - $1.04M
123K $5.99M
May 09, 2024 Q1 2024
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
22.4K
+ 68.72%
$830K - $949K
55.1K $2.69M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
22.4K
+ 35.02%
$830K - $948K
86.4K $4.21M
May 14, 2024 Q1 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
21.9K
+ 72.84%
$810K - $925K
51.9K $2.53M
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
21.8K
+ 85.75%
$805K - $920K
47.1K $2.3M
May 15, 2024 Q1 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
19.3K
New
$715K - $817K
19.3K $942K
Apr 25, 2024 Q1 2024
Davies Financial Advisors, Inc.

Murrieta, CA
BUY
 -
19.3K
New
$713K - $814K
19.3K $939K
Apr 24, 2024 Q1 2024
Brown Advisory Inc

BUY
 -
17.6K
New
$653K - $746K
17.6K $860K
Apr 23, 2024 Q1 2024
Global Retirement Partners, LLC

BUY
 -
16.7K
+ 7.28%
$616K - $704K
246K $12M
May 08, 2024 Q1 2024
Great Diamond Partners, LLC

BUY
 -
16.5K
New
$611K - $698K
16.5K $805K
May 14, 2024 Q1 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
15.4K
+ 15.36%
$570K - $652K
116K $5.64M
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
14.4K
+ 137.46%
$532K - $608K
24.9K $1.21M
Apr 24, 2024 Q1 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
13.6K
New
$502K - $573K
13.6K $661K
May 15, 2024 Q1 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
13.5K
New
$501K - $573K
13.5K $660K
May 14, 2024 Q1 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
13.3K
New
$493K - $563K
13.3K $649K
Apr 24, 2024 Q1 2024
Demars Financial Group, LLC

BUY
 -
13.2K
+ 3.43%
$488K - $558K
398K $19.4M
Apr 23, 2024 Q1 2024
Platte River Wealth Advisors, LLC

BUY
 -
12.4K
New
$457K - $523K
12.4K $602K
Apr 16, 2024 Q1 2024
Stratos Wealth Advisors, LLC

BUY
 -
12.2K
+ 9.5%
$451K - $516K
141K $6.85M
May 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
12.1K
New
$448K - $512K
12.1K $590K
May 06, 2024 Q1 2024
Pfg Advisors

BUY
 -
11.7K
New
$431K - $493K
11.7K $568K
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
11.4K
New
$421K - $481K
11.4K $555K
May 15, 2024 Q1 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
11K
New
$407K - $466K
11K $537K
Apr 24, 2024 Q1 2024
Wespac Advisors, LLC

BUY
 -
11K
New
$407K - $465K
11K $536K
May 14, 2024 Q1 2024
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
10.3K
+ 9.55%
$382K - $437K
118K $5.77M
Apr 19, 2024 Q1 2024
Apexium Financial, LP

BUY
 -
10.3K
+ 1.99%
$381K - $436K
528K $25.7M
May 10, 2024 Q1 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
10.3K
+ 18.2%
$379K - $434K
66.6K $3.25M
Apr 22, 2024 Q1 2024
Eagle Strategies LLC

New York, NY
BUY
 -
10.1K
New
$375K - $428K
10.1K $493K
Apr 15, 2024 Q1 2024
Dgs Capital Management, LLC

BUY
 -
9.52K
New
$352K - $403K
9.52K $464K
Apr 16, 2024 Q1 2024
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
9.32K
New
$345K - $394K
9.32K $454K
Apr 15, 2024 Q1 2024
Brookstone Capital Management

BUY
 -
8.99K
+ 11.36%
$333K - $380K
88.1K $4.3M
Apr 22, 2024 Q1 2024
Omni Star Financial Group, Inc.

BUY
 -
8.45K
New
$313K - $357K
8.45K $412K
Apr 25, 2024 Q1 2024
Carr Financial Group Corp

Worcester, MA
BUY
 -
8.45K
+ 70.86%
$313K - $357K
20.4K $993K
Apr 17, 2024 Q1 2024
Cornerstone Wealth Group, LLC

BUY
 -
8.13K
New
$301K - $344K
8.13K $396K
May 15, 2024 Q1 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
7.79K
+ 5.11%
$288K - $329K
160K $7.81M
May 14, 2024 Q1 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
7.6K
+ 182.09%
$281K - $321K
11.8K $574K
May 15, 2024 Q1 2024
Comerica Bank

BUY
 -
7.59K
+ 61.24%
$281K - $321K
20K $974K
Apr 10, 2024 Q1 2024
Bank Of New Hampshire

BUY
 -
7.57K
New
$280K - $320K
7.57K $369K
Apr 15, 2024 Q1 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
7.5K
New
$277K - $317K
7.5K $365K
May 15, 2024 Q1 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
7.16K
New
$265K - $303K
7.16K $349K
May 14, 2024 Q1 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
7.15K
+ 11.63%
$265K - $302K
68.6K $3.34M

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