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 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13KNew |
$532K - $678K
|
13K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.6KNew |
$517K - $657K
|
12.6K
$715K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
11.9K+ 62.16% |
$486K - $618K
|
30.9K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
11.7K+ 110.04% |
$479K - $610K
|
22.3K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.7KNew |
$479K - $610K
|
11.7K
$663K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.4K+ 28.5% |
$467K - $595K
|
51.5K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.1K+ 42.82% |
$455K - $580K
|
37.1K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.1K+ 71.04% |
$455K - $579K
|
26.7K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11K+ 226.38% |
$448K - $570K
|
15.8K
$894K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10.9K+ 2.33% |
$445K - $566K
|
477K
$27M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
10.8K+ 58.72% |
$442K - $562K
|
29.2K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.1KNew |
$413K - $525K
|
10.1K
$571K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9.95K+ 109.79% |
$407K - $518K
|
19K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.92K+ 8.56% |
$406K - $517K
|
126K
$7.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.88K+ 3.41% |
$404K - $515K
|
299K
$17M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
9.87KNew |
$404K - $514K
|
9.87K
$559K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.73K+ 59.95% |
$398K - $507K
|
26K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.38K+ 14.22% |
$384K - $488K
|
75.3K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.35KNew |
$383K - $487K
|
9.35K
$530K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9.24KNew |
$378K - $482K
|
9.24K
$524K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
9.08K+ 5.6% |
$372K - $473K
|
171K
$9.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.01K+ 122.67% |
$369K - $469K
|
16.4K
$927K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.99K+ 56.5% |
$368K - $468K
|
24.9K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.9K+ 648.76% |
$364K - $464K
|
10.3K
$582K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.9KNew |
$364K - $463K
|
8.9K
$504K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.68KNew |
$355K - $452K
|
8.68K
$492K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.68KNew |
$355K - $452K
|
8.68K
$492K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.15KNew |
$334K - $425K
|
8.15K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
8.12KNew |
$332K - $423K
|
8.12K
$460K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.1KNew |
$332K - $422K
|
8.1K
$459K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.96K+ 86.19% |
$326K - $414K
|
17.2K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
7.55KNew |
$309K - $393K
|
7.55K
$428K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.52K+ 47.79% |
$308K - $392K
|
23.3K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.43K+ 11.61% |
$304K - $387K
|
71.4K
$4.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.34KNew |
$300K - $382K
|
7.34K
$416K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.33KNew |
$300K - $382K
|
7.33K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.21K+ 11.67% |
$295K - $375K
|
68.9K
$3.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.03K+ 31.42% |
$288K - $366K
|
29.4K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
6.95K+ 35.98% |
$285K - $362K
|
26.3K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.95K+ 54.96% |
$284K - $362K
|
19.6K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.89K+ 98.23% |
$282K - $359K
|
13.9K
$787K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.83K+ 6.79% |
$279K - $356K
|
107K
$6.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.72K+ 230.67% |
$275K - $350K
|
9.63K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
6.67K+ 70.33% |
$273K - $347K
|
16.2K
$915K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.63K+ 143.61% |
$271K - $345K
|
11.2K
$637K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.35K+ 48.14% |
$260K - $331K
|
19.6K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.3KNew |
$258K - $328K
|
6.3K
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.3K+ 33.2% |
$258K - $328K
|
25.3K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.22K+ 39.59% |
$254K - $324K
|
21.9K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.19KNew |
$253K - $322K
|
6.19K
$351K
|