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 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.05% |
$296 - $338
|
17.2K
$839K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.15% |
$37 - $42.3
|
688
$33.5K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1+ 0.01% |
$37 - $42.3
|
16.8K
$821K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.0% |
$37 - $42.3
|
101
$4.92K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5- 0.01% |
$185 - $211
|
46K
$2.24M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 2.87% |
$1.11K - $1.27K
|
1.02K
$49.5K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-39- 0.1% |
$1.44K - $1.65K
|
39.5K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-55- 0.48% |
$2.04K - $2.33K
|
11.4K
$556K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-80- 4.62% |
$2.96K - $3.38K
|
1.65K
$80.4K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-100- 4.77% |
$3.7K - $4.23K
|
2K
$97.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-106- 42.4% |
$3.92K - $4.48K
|
144
$7.02K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-118- 12.62% |
$4.37K - $4.99K
|
817
$39.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-162- 1.16% |
$6K - $6.85K
|
13.8K
$673K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-181- 62.41% |
$6.7K - $7.65K
|
109
$5.31K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-254- 1.48% |
$9.4K - $10.7K
|
17K
$827K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-259- 0.75% |
$9.59K - $11K
|
34.1K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-273- 0.15% |
$10.1K - $11.5K
|
184K
$8.95M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-349- 3.8% |
$12.9K - $14.8K
|
8.83K
$430K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-393- 7.24% |
$14.5K - $16.6K
|
5.04K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-400- 4.52% |
$14.8K - $16.9K
|
8.45K
$412K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-461- 0.24% |
$17.1K - $19.5K
|
192K
$9.38M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-487- 7.53% |
$18K - $20.6K
|
5.98K
$292K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-500- 2.85% |
$18.5K - $21.1K
|
17K
$830K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-502- 5.52% |
$18.6K - $21.2K
|
8.6K
$419K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-507- 9.14% |
$18.8K - $21.4K
|
5.04K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-688- 7.12% |
$25.5K - $29.1K
|
8.97K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-702- 2.87% |
$26K - $29.7K
|
23.8K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-729- 9.55% |
$27K - $30.8K
|
6.9K
$337K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-843- 0.88% |
$31.2K - $35.7K
|
94.6K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-976- 10.58% |
$36.1K - $41.3K
|
8.25K
$402K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.06K- 1.58% |
$39.3K - $45K
|
66.1K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.08K- 2.66% |
$40K - $45.8K
|
39.6K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.2K- 10.08% |
$44.5K - $50.8K
|
10.7K
$523K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.25K- 18.93% |
$46.3K - $52.9K
|
5.35K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.29K- 9.59% |
$47.7K - $54.5K
|
12.1K
$592K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.29K- 9.62% |
$47.7K - $54.5K
|
12.1K
$591K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.3K- 6.85% |
$48.1K - $55K
|
17.7K
$862K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.47K- 5.91% |
$54.2K - $62K
|
23.3K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.63K- 2.2% |
$60.3K - $68.8K
|
72.3K
$3.52M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.69K- 18.55% |
$62.4K - $71.3K
|
7.41K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.84K- 2.26% |
$68K - $77.6K
|
79.4K
$3.87M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.96K- 8.68% |
$72.6K - $82.9K
|
20.6K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.14K- 4.28% |
$79.1K - $90.3K
|
47.8K
$2.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.15K- 0.83% |
$79.6K - $90.9K
|
258K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.19K- 17.07% |
$80.9K - $92.4K
|
10.6K
$517K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.19K- 7.78% |
$81.1K - $92.7K
|
26K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.23K- 7.18% |
$82.5K - $94.3K
|
28.8K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.26K- 12.59% |
$83.8K - $95.7K
|
15.7K
$766K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.58K- 99.77% |
$95.3K - $109K
|
6
$293
|