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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.39K+ 0.67% |
$51.3K - $58.6K
|
208K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.35K+ 141.05% |
$49.9K - $57K
|
2.3K
$112K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.34K+ 36.25% |
$49.7K - $56.8K
|
5.05K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.25K+ 9.7% |
$46.4K - $53K
|
14.2K
$692K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.22K+ 269.62% |
$45K - $51.4K
|
1.67K
$81.3K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.12KNew |
$41.3K - $47.2K
|
1.12K
$54.4K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 1.01% |
$40.7K - $46.6K
|
110K
$5.36M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
863+ 4.94% |
$31.9K - $36.5K
|
18.3K
$894K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
849+ 1.1% |
$31.4K - $35.9K
|
77.8K
$3.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
839+ 2.49% |
$31.1K - $35.5K
|
34.6K
$1.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
831+ 15.47% |
$30.8K - $35.1K
|
6.2K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
651+ 2.51% |
$24.1K - $27.5K
|
26.6K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
621+ 8.37% |
$23K - $26.3K
|
8.04K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
583+ 1.05% |
$21.6K - $24.7K
|
56K
$2.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
581New |
$21.5K - $24.6K
|
581
$28.3K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
557+ 1.93% |
$20.6K - $23.6K
|
29.5K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
475+ 1.13% |
$17.6K - $20.1K
|
42.7K
$2.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
428+ 0.62% |
$15.8K - $18.1K
|
68.9K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
423+ 3.18% |
$15.7K - $17.9K
|
13.7K
$669K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
400+ 2.7% |
$14.8K - $16.9K
|
15.2K
$741K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
334+ 3.06% |
$12.4K - $14.1K
|
11.2K
$548K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
319+ 21.7% |
$11.8K - $13.5K
|
1.79K
$87.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
270New |
$9.99K - $11.4K
|
270
$13.2K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
260New |
$9.62K - $11K
|
260
$12.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
230New |
$8.51K - $9.73K
|
230
$11.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201New |
$7.44K - $8.5K
|
201
$9.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
200+ 2.07% |
$7.4K - $8.46K
|
9.87K
$481K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
200+ 3.53% |
$7.4K - $8.46K
|
5.87K
$286K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
198+ 1.17% |
$7.33K - $8.37K
|
17.2K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
183New |
$6.77K - $7.74K
|
183
$8.92K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155+ 2.88% |
$5.74K - $6.55K
|
5.53K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$5.55K - $6.34K
|
150
$7.31K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
150+ 1.63% |
$5.55K - $6.34K
|
9.35K
$456K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140New |
$5.18K - $5.92K
|
140
$6.83K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
114+ 1.3% |
$4.22K - $4.82K
|
8.87K
$432K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
107+ 0.29% |
$3.96K - $4.53K
|
37.1K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
107New |
$3.96K - $4.53K
|
107
$5.22K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
102New |
$3.78K - $4.31K
|
102
$4.97K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
95New |
$3.52K - $4.02K
|
95
$4.63K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
94+ 0.7% |
$3.48K - $3.98K
|
13.4K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
90New |
$3.33K - $3.81K
|
90
$4.39K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
36New |
$1.33K - $1.52K
|
36
$1.76K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30+ 0.08% |
$1.11K - $1.27K
|
38.5K
$1.88M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
24+ 0.14% |
$888 - $1.01K
|
17K
$830K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 0.27% |
$814 - $930
|
8.12K
$396K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.17% |
$777 - $888
|
12.2K
$594K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19+ 0.21% |
$703 - $804
|
9.17K
$447K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.04% |
$444 - $507
|
32.8K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.19% |
$407 - $465
|
5.68K
$277K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 0.15% |
$333 - $381
|
5.82K
$284K
|