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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.8K+ 14.04% |
$1.67M - $2.12M
|
331K
$18.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
40.5K+ 3.88% |
$1.66M - $2.11M
|
1.08M
$61.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40.5K+ 918.7% |
$1.66M - $2.11M
|
44.9K
$2.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
40.3K+ 84.04% |
$1.65M - $2.1M
|
88.2K
$5M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
38.6KNew |
$1.58M - $2.01M
|
38.6K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
36.2K+ 33.76% |
$1.48M - $1.89M
|
143K
$8.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
33K+ 69.55% |
$1.35M - $1.72M
|
80.5K
$4.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
32.7K+ 16.18% |
$1.34M - $1.7M
|
235K
$13.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
32K+ 91.2% |
$1.31M - $1.67M
|
67.1K
$3.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
31.6K+ 118.98% |
$1.29M - $1.64M
|
58.1K
$3.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
31.4K+ 35.69% |
$1.29M - $1.64M
|
120K
$6.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
29.7K+ 54.61% |
$1.22M - $1.55M
|
84K
$4.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
29.1K+ 59.73% |
$1.19M - $1.52M
|
77.8K
$4.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
28.3K+ 90.8% |
$1.16M - $1.48M
|
59.5K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
27.9K+ 1.63% |
$1.14M - $1.46M
|
1.74M
$98.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
27.8K+ 329.03% |
$1.14M - $1.45M
|
36.2K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.4K+ 3.59% |
$1.12M - $1.43M
|
792K
$44.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
27.2K+ 14.84% |
$1.11M - $1.42M
|
210K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
26.9KNew |
$1.1M - $1.4M
|
26.9K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26.7K+ 66.85% |
$1.09M - $1.39M
|
66.6K
$3.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
25.9K+ 52.58% |
$1.06M - $1.35M
|
75.2K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25.1K+ 89.68% |
$1.03M - $1.31M
|
53K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.6K+ 2.0% |
$1.01M - $1.28M
|
1.26M
$71.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
23.3KNew |
$955K - $1.22M
|
23.3K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23.1KNew |
$946K - $1.2M
|
23.1K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
22.2K+ 51.21% |
$907K - $1.15M
|
65.4K
$3.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.8K+ 12.61% |
$893K - $1.14M
|
195K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.7K+ 37.02% |
$889K - $1.13M
|
80.4K
$4.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
21.2K+ 68.91% |
$868K - $1.1M
|
51.9K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20KNew |
$819K - $1.04M
|
20K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
19.7K+ 8.75% |
$808K - $1.03M
|
245K
$13.9M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
19.5KNew |
$800K - $1.02M
|
19.5K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
19KNew |
$778K - $991K
|
19K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
18.2K+ 55.93% |
$747K - $950K
|
50.9K
$2.88M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
18.2KNew |
$746K - $949K
|
18.2K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18K+ 42.0% |
$738K - $939K
|
61K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.7K+ 222.27% |
$724K - $921K
|
25.6K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
17.3K+ 312.09% |
$708K - $901K
|
22.8K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16.5K+ 43.63% |
$675K - $859K
|
54.3K
$3.08M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.1K+ 24.77% |
$659K - $839K
|
81.1K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
16K+ 11.81% |
$654K - $832K
|
151K
$8.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
16KNew |
$653K - $832K
|
16K
$904K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.9K+ 7919.9% |
$652K - $829K
|
16.1K
$913K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15.6KNew |
$637K - $811K
|
15.6K
$882K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15.4KNew |
$632K - $805K
|
15.4K
$875K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15.3K+ 6.61% |
$627K - $797K
|
247K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
14.6K+ 2.69% |
$596K - $758K
|
555K
$31.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
14.3K+ 150.21% |
$584K - $743K
|
23.8K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
14.1K+ 64.92% |
$578K - $736K
|
35.9K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
13.4K+ 33.53% |
$547K - $696K
|
53.2K
$3.01M
|