Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.18K+ 15.03% |
$326K - $377K
|
62.6K
$3.16M
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.83K+ 38.45% |
$312K - $361K
|
28.2K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.76KNew |
$309K - $358K
|
7.76K
$391K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.62K+ 120.74% |
$304K - $351K
|
13.9K
$703K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.55KNew |
$301K - $348K
|
7.55K
$381K
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.35KNew |
$293K - $339K
|
7.35K
$371K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.2KNew |
$287K - $332K
|
7.2K
$363K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.81K+ 4.85% |
$271K - $314K
|
147K
$7.44M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.78K+ 8.71% |
$270K - $313K
|
84.6K
$4.27M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.56K+ 2.67% |
$261K - $303K
|
252K
$12.7M
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
6.51K+ 24.45% |
$259K - $300K
|
33.1K
$1.67M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.31KNew |
$251K - $291K
|
6.31K
$318K
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
6.27KNew |
$250K - $289K
|
6.27K
$316K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6.25K+ 67.1% |
$249K - $288K
|
15.6K
$786K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.95KNew |
$237K - $275K
|
5.95K
$301K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5.64K+ 5174.31% |
$225K - $260K
|
5.75K
$290K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.59K+ 3.63% |
$223K - $258K
|
159K
$8.05M
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.53KNew |
$220K - $255K
|
5.53K
$279K
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
5.5KNew |
$219K - $254K
|
5.5K
$278K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.43K+ 31.99% |
$216K - $250K
|
22.4K
$1.13M
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
5.23KNew |
$208K - $241K
|
5.23K
$264K
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.23K+ 13.87% |
$208K - $241K
|
42.9K
$2.17M
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
5.22KNew |
$208K - $241K
|
5.22K
$264K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
5.16K+ 96.65% |
$206K - $238K
|
10.5K
$530K
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.12KNew |
$204K - $236K
|
5.12K
$259K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.12K+ 11.55% |
$204K - $236K
|
49.5K
$2.5M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.06K+ 46.48% |
$202K - $233K
|
16K
$805K
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5KNew |
$199K - $231K
|
5K
$253K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.97KNew |
$198K - $229K
|
4.97K
$251K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.96K+ 2.7% |
$198K - $229K
|
189K
$9.52M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.87KNew |
$194K - $225K
|
4.87K
$246K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.85K+ 14.28% |
$193K - $224K
|
38.8K
$1.96M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.64K+ 2305.97% |
$185K - $214K
|
4.84K
$244K
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.61KNew |
$184K - $213K
|
4.61K
$233K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.58K+ 3.96% |
$182K - $211K
|
120K
$6.07M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
4.5KNew |
$179K - $208K
|
4.5K
$227K
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.46KNew |
$178K - $206K
|
4.46K
$225K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.45KNew |
$177K - $205K
|
4.45K
$225K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.41K+ 6.63% |
$176K - $204K
|
71K
$3.58M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.38K+ 10.9% |
$174K - $202K
|
44.6K
$2.25M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.35K+ 57.99% |
$173K - $200K
|
11.8K
$598K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.13KNew |
$164K - $190K
|
4.13K
$208K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.06K+ 219.03% |
$162K - $187K
|
5.92K
$299K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.79K+ 32.19% |
$151K - $175K
|
15.6K
$785K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.7K+ 3.83% |
$147K - $171K
|
100K
$5.06M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.66K+ 63.49% |
$146K - $169K
|
9.43K
$476K
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.6K+ 29.81% |
$144K - $166K
|
15.7K
$792K
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
3.17K+ 1.27% |
$126K - $146K
|
253K
$12.8M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.15K+ 22.97% |
$126K - $145K
|
16.9K
$851K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.74K+ 11.51% |
$109K - $126K
|
26.5K
$1.34M
|