Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
64.5K+ 53.3% |
$2.64M - $3.36M
|
186K
$9.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
49.2K+ 142.08% |
$2.01M - $2.56M
|
83.8K
$4.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
48.7KNew |
$2M - $2.54M
|
48.7K
$2.52M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 44.59% |
$1.9M - $2.41M
|
150K
$7.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
32.7K+ 16.18% |
$1.34M - $1.7M
|
235K
$12.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
31.4K+ 35.69% |
$1.29M - $1.64M
|
120K
$6.19M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26.7K+ 66.85% |
$1.09M - $1.39M
|
66.6K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23.1KNew |
$946K - $1.2M
|
23.1K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.7K+ 37.02% |
$889K - $1.13M
|
80.4K
$4.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
21.2K+ 68.91% |
$868K - $1.1M
|
51.9K
$2.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18K+ 42.0% |
$738K - $939K
|
61K
$3.16M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.1K+ 24.77% |
$659K - $839K
|
81.1K
$4.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.9K+ 7919.9% |
$652K - $829K
|
16.1K
$835K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15.4KNew |
$632K - $805K
|
15.4K
$800K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
14.3K+ 150.21% |
$584K - $743K
|
23.8K
$1.23M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
11.9K+ 62.16% |
$486K - $618K
|
30.9K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
10.8K+ 58.72% |
$442K - $562K
|
29.2K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.73K+ 59.95% |
$398K - $507K
|
26K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9.24KNew |
$378K - $482K
|
9.24K
$479K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.01K+ 122.67% |
$369K - $469K
|
16.4K
$847K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
7.55KNew |
$309K - $393K
|
7.55K
$391K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.43K+ 11.61% |
$304K - $387K
|
71.4K
$3.7M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.33KNew |
$300K - $382K
|
7.33K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.83K+ 6.79% |
$279K - $356K
|
107K
$5.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
5.71KNew |
$234K - $298K
|
5.71K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
5.52K+ 25.02% |
$226K - $288K
|
27.6K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.03K+ 9.38% |
$206K - $262K
|
58.6K
$3.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.74K+ 96.62% |
$194K - $247K
|
9.65K
$500K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.6K+ 3.88% |
$188K - $240K
|
123K
$6.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
4.39K+ 1.94% |
$180K - $229K
|
230K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
4.27K+ 10.4% |
$175K - $223K
|
45.3K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.26KNew |
$174K - $222K
|
4.26K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.17KNew |
$171K - $217K
|
4.17K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.93KNew |
$161K - $205K
|
3.93K
$203K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.93K+ 22.83% |
$161K - $205K
|
21.1K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.05K+ 66.43% |
$125K - $159K
|
7.65K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.98K+ 57.51% |
$122K - $155K
|
8.16K
$423K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2.51K+ 54.74% |
$103K - $131K
|
7.09K
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.37K+ 18.62% |
$96.9K - $123K
|
15.1K
$781K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.92K+ 21.88% |
$78.4K - $99.8K
|
10.7K
$552K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
1.71K+ 4.91% |
$69.9K - $89K
|
36.5K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.44K+ 30.33% |
$59.1K - $75.2K
|
6.2K
$321K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.12K+ 943.7% |
$46K - $58.5K
|
1.24K
$64.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.04K+ 12.14% |
$42.7K - $54.4K
|
9.64K
$499K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
271+ 1.19% |
$11.1K - $14.1K
|
23K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
259New |
$10.6K - $13.5K
|
259
$13.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
215+ 2.93% |
$8.8K - $11.2K
|
7.56K
$391K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
118New |
$4.83K - $6.15K
|
118
$6.11K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
90+ 0.79% |
$3.68K - $4.69K
|
11.6K
$598K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 0.5% |
$1.68K - $2.14K
|
8.22K
$426K
|