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 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
38New |
$1.56K - $1.98K
|
38
$1.97K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
12+ 9.3% |
$491 - $625
|
141
$7.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11New |
$450 - $573
|
11
$570
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.27% |
$81.9 - $104
|
735
$38.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.02% |
$1.6K - $2.03K
|
256K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-102- 6.42% |
$4.18K - $5.31K
|
1.49K
$77K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-107- 32.04% |
$4.38K - $5.57K
|
227
$11.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-111- 0.54% |
$4.54K - $5.78K
|
20.4K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-135- 2.14% |
$5.53K - $7.03K
|
6.18K
$320K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-281- 35.61% |
$11.5K - $14.6K
|
508
$26.3K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-298- 2.17% |
$12.2K - $15.5K
|
13.5K
$697K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-500- 16.13% |
$20.5K - $26.1K
|
2.6K
$135K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-547- 1.68% |
$22.4K - $28.5K
|
32K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-632- 4.7% |
$25.9K - $32.9K
|
12.8K
$663K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-767- 2.71% |
$31.4K - $40K
|
27.5K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-782- 12.43% |
$32K - $40.7K
|
5.51K
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-796- 4.67% |
$32.6K - $41.5K
|
16.3K
$842K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 47.41% |
$45K - $57.3K
|
1.22K
$63.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.44K- 15.14% |
$59K - $75.1K
|
8.08K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-1.77K- 4.59% |
$72.4K - $92.1K
|
36.7K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.9K- 16.06% |
$160K - $203K
|
20.4K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.91K- 10.06% |
$201K - $256K
|
43.9K
$2.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.18K- 13.16% |
$212K - $270K
|
34.1K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.2K- 42.72% |
$213K - $271K
|
6.97K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.72K- 44.3% |
$234K - $298K
|
7.19K
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.83K- 17.4% |
$239K - $304K
|
27.7K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-6.25K- 11.62% |
$256K - $326K
|
47.6K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.56K- 12.97% |
$268K - $342K
|
44K
$2.28M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6.72K- 10.93% |
$275K - $350K
|
54.7K
$2.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.1K- 13.96% |
$291K - $370K
|
43.8K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.4K- 39.56% |
$631K - $803K
|
23.6K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-17.5K- 16.9% |
$717K - $913K
|
86.2K
$4.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-22K- 28.63% |
$902K - $1.15M
|
54.9K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23K- 82.76% |
$940K - $1.2M
|
4.79K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-23.7K- 73.7% |
$969K - $1.23M
|
8.44K
$437K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-34.1K- 84.83% |
$1.4M - $1.78M
|
6.1K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-77.7K- 3.1% |
$3.18M - $4.05M
|
2.43M
$126M
|