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 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.91K+ 21.28% |
$242K - $308K
|
33.7K
$1.91M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.87K+ 44.09% |
$240K - $306K
|
19.2K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.86K+ 53.73% |
$240K - $305K
|
16.8K
$949K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.8K+ 1.71% |
$237K - $302K
|
345K
$19.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.78K+ 49.33% |
$237K - $301K
|
17.5K
$991K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
5.71KNew |
$234K - $298K
|
5.71K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
5.65K+ 50.86% |
$231K - $294K
|
16.8K
$950K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.6KNew |
$229K - $292K
|
5.6K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
5.52K+ 25.02% |
$226K - $288K
|
27.6K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.52K+ 4.02% |
$226K - $287K
|
143K
$8.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.51K+ 4.23% |
$226K - $287K
|
136K
$7.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
5.42K+ 10.87% |
$222K - $282K
|
55.3K
$3.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5.19KNew |
$212K - $270K
|
5.19K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
5.09KNew |
$208K - $265K
|
5.09K
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.06K+ 49.58% |
$207K - $264K
|
15.3K
$865K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.03K+ 9.38% |
$206K - $262K
|
58.6K
$3.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.02KNew |
$206K - $262K
|
5.02K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
5KNew |
$205K - $261K
|
5K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5KNew |
$205K - $260K
|
5K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.74K+ 96.62% |
$194K - $247K
|
9.65K
$547K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.62KNew |
$189K - $241K
|
4.62K
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.6K+ 3.88% |
$188K - $240K
|
123K
$6.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.57K+ 67.03% |
$187K - $238K
|
11.4K
$645K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.5K+ 5.25% |
$184K - $235K
|
90.3K
$5.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.44K+ 56.88% |
$182K - $231K
|
12.2K
$693K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.41K+ 42.53% |
$181K - $230K
|
14.8K
$837K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
4.39K+ 1.94% |
$180K - $229K
|
230K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.39K+ 43870.0% |
$180K - $229K
|
4.4K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.33K+ 52.85% |
$177K - $226K
|
12.5K
$710K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.28KNew |
$175K - $223K
|
4.28K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
4.27K+ 10.4% |
$175K - $223K
|
45.3K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.26KNew |
$174K - $222K
|
4.26K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.23K+ 0.18% |
$173K - $220K
|
2.3M
$130M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.17KNew |
$171K - $217K
|
4.17K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.13KNew |
$169K - $215K
|
4.13K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
4.12KNew |
$169K - $215K
|
4.12K
$233K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4.04KNew |
$165K - $211K
|
4.04K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.03KNew |
$165K - $210K
|
4.03K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4KNew |
$164K - $208K
|
4K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.99K+ 12.55% |
$163K - $208K
|
35.8K
$2.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.98K+ 23.92% |
$163K - $207K
|
20.6K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.94KNew |
$161K - $205K
|
3.94K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.93KNew |
$161K - $205K
|
3.93K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.93K+ 22.83% |
$161K - $205K
|
21.1K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.84KNew |
$157K - $200K
|
3.84K
$218K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.83K+ 52.96% |
$157K - $200K
|
11.1K
$627K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
3.78KNew |
$155K - $197K
|
3.78K
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.76K+ 1.27% |
$154K - $196K
|
299K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.56K+ 68.94% |
$146K - $186K
|
8.73K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.54K+ 8.62% |
$145K - $184K
|
44.6K
$2.53M
|