Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (XLG)
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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.85K+ 14.5% |
$253K - $290K
|
54.1K
$2.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
6.74K+ 165.89% |
$249K - $285K
|
10.8K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.7K+ 3.28% |
$248K - $283K
|
211K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.54KNew |
$242K - $276K
|
6.54K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.38KNew |
$236K - $270K
|
6.38K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.31KNew |
$234K - $267K
|
6.31K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.24K+ 10.87% |
$231K - $264K
|
63.6K
$3.1M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.22K+ 647.6% |
$230K - $263K
|
7.18K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.15KNew |
$228K - $260K
|
6.15K
$300K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.13KNew |
$227K - $259K
|
6.13K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6KNew |
$222K - $254K
|
6K
$293K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.77KNew |
$213K - $244K
|
5.77K
$281K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.73KNew |
$212K - $242K
|
5.73K
$279K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.69KNew |
$210K - $241K
|
5.69K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.41K+ 27.74% |
$200K - $229K
|
24.9K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.38KNew |
$199K - $227K
|
5.38K
$262K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.34KNew |
$198K - $226K
|
5.34K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.32KNew |
$197K - $225K
|
5.32K
$259K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.12KNew |
$189K - $216K
|
5.12K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.09K+ 17.62% |
$188K - $215K
|
34K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
5KNew |
$185K - $211K
|
5K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
4.96KNew |
$184K - $210K
|
4.96K
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.94KNew |
$183K - $209K
|
4.94K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
4.9KNew |
$181K - $207K
|
4.9K
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4.89KNew |
$181K - $207K
|
4.89K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.86KNew |
$180K - $205K
|
4.86K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
4.37K+ 8.24% |
$162K - $185K
|
57.4K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.34K+ 13.03% |
$161K - $184K
|
37.7K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.28K+ 28.29% |
$159K - $181K
|
19.4K
$947K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.17K+ 45.39% |
$154K - $176K
|
13.4K
$651K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3.87KNew |
$143K - $163K
|
3.87K
$188K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.38K+ 17.17% |
$125K - $143K
|
23.1K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.24K+ 11.15% |
$120K - $137K
|
32.3K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.84KNew |
$105K - $120K
|
2.84K
$138K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.65K+ 7.5% |
$98K - $112K
|
38K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.61K+ 4.87% |
$96.4K - $110K
|
56.1K
$2.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.42K+ 25.04% |
$89.6K - $102K
|
12.1K
$589K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.37KNew |
$87.9K - $100K
|
2.37K
$116K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27K+ 12.33% |
$83.9K - $95.9K
|
20.7K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.08K+ 19.48% |
$77.1K - $88K
|
12.8K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.97KNew |
$72.9K - $83.3K
|
1.97K
$96K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.95K+ 1.29% |
$72.3K - $82.6K
|
154K
$7.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.85K+ 1.15% |
$68.5K - $78.3K
|
163K
$7.94M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.84K+ 15.97% |
$68.1K - $77.8K
|
13.4K
$651K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.72K+ 15.15% |
$63.7K - $72.7K
|
13.1K
$637K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.61K+ 0.28% |
$59.7K - $68.3K
|
585K
$28.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.6K+ 4.79% |
$59.2K - $67.7K
|
35K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.55K+ 412.23% |
$57.4K - $65.5K
|
1.93K
$93.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.43KNew |
$53.1K - $60.6K
|
1.43K
$69.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$51.8K - $59.2K
|
1.4K
$68.3K
|